- the same 6 answers came up, and not one of them was about health or money Originally posted at journalofaccountancy.com by Marlene Martin, CPA, March 3, 2026. When I interviewed 50 people in their 70s expecting to hear about health and money worries, they instead revealed six unexpected truths about aging that [...]
Originally posted at journalofaccountancy.com by Maria L. Murphy, CPA, November 12, 2024. Caregiving comes with many challenges, financial and emotional. CPA financial planners can help clients and their families prepare for both the expected and unexpected. Providing care to parents, spouses, other family members, or friends as they age can be anticipated and planned for [...]
Originally posted at aarp.org by Bruce Horovitz, AARP, July 17, 2024. Try these tips to navigate retired life’s unexpected twists and turns. Retirement is supposed to be that time of life when the sun shines golden, the vacation has no expiration date and the early-bird dinner deals are endless. All those expectations might come true. [...]
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, [...]
Originally posted at napfamindsetmastery.libsyn.com.com by NAPFA, the National Association of Personal Financial Advisors, March 1, 2021. In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how [...]
Originally posted at nytimes.com by John F. Wasik, New York Times, March 6, 2021. The number of centenarians in the U.S. is growing steadily. If you join them, you’ll need not just a robust retirement fund but also a plan, and a purpose. Dani Rizzo and Adam Hoyt are diligently saving for retirement. They’re putting [...]
Originally posted at journaltimes.com by Justus Morgan, Financial Service Group, Inc., March 7, 2021. I'd like to start with a confession I’ve wanted to make for a while. When I write a column, I intentionally leave out information. It’s not that I have a burning desire to lead you astray but rather I have a [...]
Originally posted at thecrier.net by Lewis J. Walker, CFP, Capital Insight Group, August 19, 2020. Any basic marketing guide 101 says a person who wishes to be hired should have an “elevator speech.” That’s a 30-60 second concise statement explaining who you are and why you should be hired during the short time you’re in [...]
Originally posted at moneyweb.co.za by Adam Bacher, Adam Bacher & Associates Wealth Management, August 25, 2020. You might remember thinking back to school or university days learning about Maslow’s hierarchy of needs pyramid. Just to remind you, in 1943 Abraham Maslow, an American psychologist, proposed in his research paper a theory around the theme of [...]
Originally posted at boomingencore.com by Mike Drak, Contributor, September, 2020. I continue to read a lot of retirement books because I understand the importance of being open-minded to other views. I want to see retirement through the eyes of insightful people who might see things differently from me. That’s how I continue to learn. A [...]
The podcast version of the popular radio show “Money, Riches & Wealth” on TalkRadio 680 WCBM in Baltimore Drew is joined by Mitch Anthony to discuss the new mindset that is needed in order to retire in the 21st Century.