Originally posted at Appenmedia.com by Lewis Walker, CFP, August 31, 2023. In Newtown Park in Johns Creek there is a free lending library in what looks like a big birdhouse. Walking in the park almost every day, I always check the library to see if there’s a new book that piques my interest. Recently I [...]
Originally posted at Appenmedia.com by Lewis Walker, CFP, July 8, 2023. On radio and television you constantly hear ads about planning for a well-funded retirement. Suppose with the help of a financial advisor, and/or through pluck and true grit, you do it. You wake up on Day One of your next 10 years in retirement [...]
Originally posted at Appenmedia.com by Lewis Walker, CFP, May 15, 2023. Ask people about retirement goals and you get a wish list ─ travel, play more golf, spend more time with family and friends, etc. Retirement is seen as a time to do more of the things you enjoy doing. But in some advisory circles [...]
Originally posted at Appenmedia.com by Lewis Walker, CFP, June 7, 2023. In the 1960s, and prior to that, financial advice, such as it was, came largely from purveyors of products such as stockbrokers, insurance agents and bankers. Each had a vested interest in selling their company’s products and solutions. Training primarily was based on techniques [...]
Originally posted at morningstar.com by Alessandra Malito, December 21, 2022. Get a jump-start on New Year's resolutions by reading these books to prep your retirement planning. Want to make the most of the money you've saved for retirement, or would you like to maximize your benefits? There are plenty of insightful books to shed light [...]
Originally posted at morningstar.com by Jessica Hall, January 23, 2023. In the first year of retirement, there's a 30% reduction in short-term memory. When we retire from our jobs we may be giving up more than staff meetings, desk lunches and a paycheck. The social interaction and mental challenges found through work can be good [...]
Originally posted at thinkadvisor.com by Jane Wollman Rusoff, January 27, 2023. How to hit it off with clients right from the get-go? Ask about their personal history. “Arrange the conversation to connect with people instead of connecting with their money. It starts with the idea that your client is a human being, not an account,” [...]
‘Where should I live and what am I going to do?’ Investment performance is important, but there’s so much more Originally posted at Marketwatch.com by Richard Eisenberg, March 19, 2022. Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began [...]
Originally posted at straitstimes.com by The Straits Times, April 25, 2021. (NYTIMES) - Ms. Dani Rizzo and Mr. Adam Hoyt are diligently saving for retirement. They are putting away money each month and monitoring their .vestments. They are looking ahead, as a couple, and trying to be socially responsible. She is 33, and he is [...]
Originally posted at rgj.com by Brian Loy, the Reno Gazette Journal, April 28, 2021. I used to think that 10,000 Baby Boomers turning 65 years old every day until 2030 was astounding. However, that rate is only going to increase with subsequent generations from 11,000 a day for Gen X to 12,500 a day for millennials, [...]