"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. For years I have felt that we need to assign a new label to the age in which we live—known as the “Information Age.” I strongly suspect that the Information Age ended when “Google” became a verb. We now have far too much information [...]
Column by Mitch Anthony published in Mind Body Spirit Living. We often become so immersed in the pace of our daily lives, that we don’t take the time to pause and reflect on what will fill our days with passion and purpose when we transition out of the world of “work.” Have you considered what will [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. In my last column, I posited three questions pertaining to a meaningful life, and I’m pleased to hear that these questions resonated with so many in our industry. Apparently I am not alone in my view that many have transmuted from optimizing savings to obsessive [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. I live in Rochester, Minnesota––a town best known as the home of the internationally recognized and renowned Mayo Clinic. Recently, I was invited to speak to a group of physicians at the clinic on the topic of retirement; as a parting gift, they presented [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. Lots of advisors are nearing 60 years of age. Some of them might feel burned out, that they are working too many hours, and turn to thoughts of early retirement. But when they do, they observe older colleagues who have taken this path and [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. When will you retire? Do you buy into traditional retirement? Does it really matter to your clients if you do or don’t? Let me put it to you another way: Would you consult with a personal trainer who lacked conviction on the issues of diet [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. In my previous article, I introduced the idea that far too many people expect money to do for them what it cannot do. Money promises to do an awful lot, but the result doesn’t always pan out as expected or hoped. The short list of [...]
Financial Life Planning column by Mitch Anthony originally posted at Kitces.com. EXECUTIVE SUMMARY As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet compared to the world of investing – where an advisor’s value proposition can be clearly articulated and [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. There’s a quote often attributed to John F. Kennedy on aging: “It is not enough for a great nation merely to have added new years to life—our objective must also be to add new life to those years.” The first White House Conference on Aging [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. This past fall, I was able to attend the Encore gathering (organized by Encore.org) in Tempe, Ariz. This gathering of individuals from various realms (academia, nonprofit, etc.) were rallying around the idea that those beyond 60 years of age still have something significant to contribute [...]