IN THE NEWS - ARCHIVE

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ARCHIVE

       
"A 100% Certainty" by Mitch Anthony 11/2006
It has been said that there are only two things for certain: death and taxes. I would add a third––taxes upon death. And not just those administrated by the governments. More…

       
"The Vitamin C’s of Successful Aging" by Mitch Anthony 11/2006
Aging refl ects the relationship of time on our being. Aging describes, in large part, the state of our body. More…

“Life Planning goes Mainstream” 9/1/2006
“I saw how inane the retirement conversation was,” says Mitch Anthony, a former marketing professional who has never practiced as a planner, but now coaches advisors in how to use what he calls life-centered dialogues.  More…

       
“Adviser Services 411”       8/1/2006
Mitch Anthony has become a popular speaker at planning conferences, and he is one of the pioneers in this space, with a turnkey life planning package of tools and processes organized under the name “Financial Life Planning”.  More…

       
“Buddhist Economics”        5/1/2006
Without going to this extreme, many life planners are counseling their clients to focus less on retirement and more on finding meaningful work, and perhaps not retiring.  Many of these clients are devouring Mitch Anthony’s book, The New Retirementality.  More…

       
"Odometers And Speedometers" by Mitch Anthony 5/2006
Theo Skouros, Chief Executive Squirrel, called an emergency meeting in the Executive Hollow. It was time for their spring season review of financial results, which had come to be known as the Easter Hangover by the troops. More…

“Moving On:  Final Flights” 2/2/2006
“Our society has always made a ritual of the last day of work.  “It’s like a wake for your career,” says Mitch Anthony, who trains financial advisers on retirement issues.  More…  

       
"The Goals Conversation Is Overrated" by Mitch Anthony 2/2006
My friend Gary recently called me after experiencing a first-time meeting with a financial advisor from an insurance company. More…

       
“Movers & Shakers 2006”  1/1/2006
One of the most influential coaches and speakers addressing planners today is…a “fiscal philosopher” who is trying to take the fact-oriented, analytic nature of financial planning and drag it, as he says, “from the left brain to the right”—the domain of context, intuition and relationships.  More…

       
"Strategies For An Uncertain World" by Tracey Longo 12/2005
More than 1,200 investment advisors and other professionals from around the country converged on an unseasonably warm Chicago in early November to attend the 8th Annual Financial Advisor Symposium. More…

       
"The Power Of Boomer Value-nomics" by Lewis J. Walker 10/2005
The cohort of about 75 million Americans born between 1946 and 1964 fascinates demographers, futurists, social scientists, marketers and others.  More…

“Retire Your Way—or Don’t”         9/28/2005
A few months ago, I spoke with Mitch Anthony, the founder of the Financial Life Planning Institute and author of The New Retirementality. According to Anthony:
"Disillusionment rates are sky-high for retirees…There is a good reason these retirees are not happy -- retirement is an unnatural idea. The concept runs contrary to the preservation of the human spirit."  More…

       
"The New Frontierior" by Mitch Anthony 9/2005
Joe, a senior executive in the financial services industry with more than 30 years’ experience, told me that he recently had a very sophisticated financial plan developed.  More…

       
"Right Before Your Eyes" by Mitch Anthony 9/2005
You connect with clients on the here and now, not on distant goals.  More…

       
"Maslow Meets Retirement (Part II)" by Mitch Anthony 7/2005
The eminent psychologist ’s work can help advisors and their clients grapple with income and survival issues.  More…

       
"The Retirement Boom" by Dorothy Hinchcliff 7/2005
What will happen to Social Security? Is age 65 the “new” 45? How much can a retiree withdraw without running out of money? What’s the best way to invest for retirement, with modest returns predicted?  More…

       
"Stairway to Heaven" by Mitch Anthony 6/2005
If you stood in front of a mirror with the words “asset allocation” written on a piece of paper, seeing the words backwards would help prepare you for the intellectual calisthenics you are about to engage in.  More…

       
"The Truth About Transparency" by Mitch Anthony 5/2005
Many advisors dread the trend toward increased disclosure. By embracing this change, you can use it to your advantage.   More…

       
"Maslow Meets Retirement (Part I)" by Mitch Anthony 2/2005
Insights of the sagacious psychologist can be translated into a critical financial-planning tool.   More…

       
"The End of Retirement" by Mitch Anthony 9/2004
Advisors need to discard the traditional retirement planning process in favor of a new paradigm based on baby boomers ’ desire for self-actualization.  More…

       
"The Parental Pension" by Mitch Anthony 6/2004
Financial advisors are in the unique position of facilitating an idea whose time has come: matching affluent boomers ’ financial means with aging parents’ financial needs.  More…

       
"The New Retirementality" by Mitch Anthony 5/2004
On a recent plane ride, a businessman in his late 70s told me the following: “Let me tell you why I don’t buy into the American dream of leisure-class retirement living..."   More…

       
"I'm a Numbers Guy" by Mitch Anthony 2/2004
Financial advisors who put their faith in numbers don ’t add up.   More…

       
"Spinning Out of Control" by Mitch Anthony 1/2004
Our lives spin along at an incredible rate of speed, filling us with a need for a gravitational force — one that we hope will keep us grounded.  More…

       
"Practicing World-Class Wealth-Care" by Mitch Anthony 11/2003
Advisors must demonstrate, and clients experience, competence, caring and integrity if they want to make it in today ’s competitive arena.  More…

       
"Challenging Conventional Wisdom" by Raymond Fazzi 10/2003
Somewhere along the way during his 39 years in the financial services business, Roy Diliberto went through the type of change that forces him to now talk about the “old Roy” and the “new Roy.”  More…

       
"The Warring Hand" by Mitch Anthony 10/2003
I had a conversation with an advisor the other day that left me stunned -- stunned that this sort of conversation is still going on at a wirehouse after all the bad press of the last three years.  More…

       
"How We Measure Money" by Mitch Anthony 8/2003
I knew the phone call from my mother was going to be a tough one when she opened with, “I don’t think Grandpa would be too proud.”  More…

       
"Know Thy Client" by Ellen Uzelac6/2003
He ’s on the air [“The Daily Dose,” a two-minute radio feature, is heard over 160 stations] and on the bookshelf [eight books, two in the works.] A popular speaker at industry conferences, he has also developed into something of a quotemeister in the financial trade press.  More…

       
"Normalcy Remains Elusive" by Raymond Fazzi 11/2002
It was time to get back to business. That may be the most concise way to describe the underlying mood of the Financial Planning Association’s 2002 Success Forum, which was held September 28 to October 1 at the Ernest N. Morial Convention Center in New Orleans.  More…

       
“Measuring Up” by Robert Scott Martin
Advisor coaches Mitch Anthony and Al Depman have built a quantitative system for assessing and improving your business. How does it work?   More