In The News

/In The News

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, 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 , 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 [...]

How Will You Spend Your Time in Retirement?

By |2018-01-19T22:05:32+00:00January 19th, 2017|

Originally posted at USA Today , by Robert Powell. Retired and non-retired Americans say the freedom of being able to do “what they want, when they want,” is the most valued aspect of retirement, according to a recent Limra Secure Retirement Institute blog post. Trouble is, many retirees and pre-retirees don’t necessarily know how they’ll spend [...]

Top 4 Things to Do Before Retiring

By |2018-01-02T15:14:09+00:00September 26th, 2016|

Originally posted at Investopedia , by Mack Courter. What are you supposed to do when you turn age 65, or perhaps even age 62? You’re supposed to retire. Age 62 is the magical year where you can collect early Social Security benefits. And age 65 used to be the age when you could collect full retirement benefits, [...]

How to Deal with the New 401k ‘Retirementality’

By |2018-01-19T22:09:11+00:00August 10th, 2016|

Originally posted at 401k specialist , by John Sullivan. Visualization exercises can help Fewer than half of Americans have calculated how much they need to save for retirement, and in 2014, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not participate, according to [...]

The ‘New Retirement’ and Why to Try It

By |2018-02-15T19:20:48+00:00July 31st, 2016|

Originally posted at Gazette , by Linda Leitz. The definition and expectations of a working life and retirement have shifted through the years. They continue to shift, both out of our changing desires and out of necessity. When the safety net of the Social Security system was introduced in the United States, unreduced benefits were available at [...]