In The News

/In The News

How to Plan to Not Retire

By |2019-09-12T20:45:48+00:00September 12th, 2019|

Financial planners need to come alongside their clients as they define their own version of the retirement life stage. Originally posted at moneyweb.co.za, by Eric Jordaan - Crue Invest (Pty) Ltd  , on September 11, 2019. If you are planning to work for the rest of your life, it is entirely understandable if saving for [...]

Summer Reading List

By |2019-07-24T19:30:40+00:00July 24th, 2019|

“Best Books” For Financial Advisors – 2019 Edition Originally posted at kitces.com , by Michael Kitces, on June 10, 2019. For so many, the season of summer is a time of vacation and family trips, whether for some rest and relaxation or just to get away from the local heat. And the fact that clients [...]

You’re probably not ready to retire — psychologically

By |2019-05-22T16:48:34+00:00May 22nd, 2019|

Your emotional ‘glide path’ is as important as your financial plan Originally posted at MarketWatch, by Jonathan Burton, on May 22, 2019. Retirement ain’t all it’s cracked up to be. In fact, if they’re not careful, a lot of folks will crack once they retire. Perhaps no other stage of life triggers such intense feelings [...]

Retirement Isn’t All Fun and Games

By |2019-05-15T20:37:18+00:00May 15th, 2019|

And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation. Originally posted at The Street.com by Robert Powell   April 25, 2019 The whole premise of retirement -- the leisure myth -- is a bit bothersome. So said Mitch Anthony, the founder and president of Advisor Insights [...]

This one skill separates the best financial advisers from the rest

By |2019-04-24T16:27:45+00:00April 24th, 2019|

Learn how investors really feel about money and why Originally posted at MarketWatch.com, by Morey Stettner Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to [...]

Tech offers new financial planning program

By |2019-03-15T19:31:29+00:00March 15th, 2019|

The Department of Personal Financial Planning in the College of Human Sciences at Texas Tech presents the Life Centered Financial Planning certificate. Industry pioneer Mitch Anthony, founder of the Financial Life Planning Institute, developed the curriculum to teach both the personal skill sets and discovery methodologies, according to a news release. Two Tech staff members, [...]

You and Your Clients: An AICPA ENGAGE Sneak Peek [PFP Section]

By |2019-01-18T17:31:06+00:00January 18th, 2019|

In this podcast, Michael Kitces interviews Mitch Anthony about becoming an invaluable voice in your clients’ lives.  This AICPA podcast is a sneak peek into Mitch’s session, You and Your Clients, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Mitch talks about how to connect with your clients in a way that [...]

One of the Biggest Sources of Market Inefficiency

By |2018-01-19T20:44:00+00:00November 12th, 2017|

Originally posted at Yahoo Finance , by Ben Carlson. FILE – In this Wednesday, May 3, 2017, file photo, specialist Anthony Rinaldi works on the floor of the New York Stock Exchange. (AP Photo/Richard Drew, File) This post first appeared on A Wealth of Common Sense. In the U.S., the standard distance between railroad train tracks [...]

Are Clients, and Your Book of Business, Ready for Decumulation?

By |2018-01-19T01:50:19+00:00September 21st, 2017|

Originally posted at financial-planning.com , by Amanda Schiavo. The decumulation phase is a major life transition for clients, in ways they may not be considering, as well as a new business phase for most advisors. As with any big transition, though, there’s opportunity. Navigating this new phase so both the client and advisor can benefit [...]

Advisors Ease Emotional Hurdles of Retirement

By |2018-01-19T01:53:50+00:00July 9th, 2017|

Originally posted at CNBC , by Deborah Nason. Retirement is the big financial finish line, but clients often don't know what they want to do when they get there. Advisors are delving into psychological aspects of retirement planning to help them figure it out. The need for this became clear to Amy Jo Lauber, certified financial planner [...]