Originally posted at thecrier.net by Lewis J. Walker, CFP, on December 10, 2019. This year marks the 50th anniversary of the birth of financial planning. On Dec. 12, 1969, 13 men gathered at Chicago’s Hilton [...]
The New Retirementality was selected as the Book of the Month for July 2019 by The Retirement Benefits Institute, Inc. Click here to see their comments for this award.
Originally posted at fpa.com.au, by Jayson Forrest, during September 2019. For a more sustainable business model, Mitch Anthony encourages planners to change their central value proposition to one that is focused on the life of [...]
Originally posted at forbes.com, by David John Marotta, on November 11, 2019. As clients get older, they often start to feel obligated to retire. They love working, but they are 65 or older and all [...]
