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Want a better retirement? Add these books to your reading list.

By |2023-02-01T19:47:07+00:00February 1st, 2023|

Originally posted at 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 [...]

Retirement may be bad for your brain. Is working longer the solution?

By |2023-02-01T19:34:05+00:00February 1st, 2023|

Originally posted at 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 [...]

How to Connect With People, Not Just Their Money

By |2023-02-01T19:20:14+00:00February 1st, 2023|

Originally posted at 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,” [...]

Retirement advice we’re not getting from financial advisers

By |2022-03-22T20:53:15+00:00March 22nd, 2022|

‘Where should I live and what am I going to do?’ Investment performance is important, but there’s so much more Originally posted at 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 [...]

How to plan for long life

By |2021-06-07T20:54:17+00:00June 7th, 2021|

Originally posted at 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 [...]

Retirement: Preparing for the challenges (they’re not only financial)

By |2021-06-07T20:40:37+00:00June 7th, 2021|

Originally posted at 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, [...]

Mindset Mastery Podcast by NAPFA #13: “Hard Times Call for Soft Skills”

By |2021-03-09T21:12:05+00:00March 9th, 2021|

Originally posted at 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 [...]

If You Live to 100, You’ll Need More Than Money

By |2021-03-09T20:42:12+00:00March 9th, 2021|

Originally posted at 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 [...]

To Your Wealth, by Justus Morgan: Reader beware

By |2021-03-09T20:30:57+00:00March 9th, 2021|

Originally posted at 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 [...]

Beyond your elevator speech: The value of a guide

By |2020-11-04T21:47:35+00:00November 4th, 2020|

Originally posted at 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 [...]


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