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 [...]
“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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]