Learn how investors really feel about money and why 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 learn how their clients really think and [...]
Originally posted at Money Marketing If you had told me 10 years ago that not only would I be a chartered financial planner but that I would enjoy it so much I would be reading about the “science” of retirement and the “new retirementality” in my spare time, I reckon I would have asked you to kill [...]
Originally posted at Kitces EXECUTIVE SUMMARY As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet compared to the world of investing – where an advisor’s value proposition can be clearly articulated and measured in dollars and cents – [...]
Originally posted at Financial Planning Today , by Julie Lord. Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams. The same companies are guilty of scaring people about how much money they will [...]
Originally posted at Reno Gazette Journal , by Brian Loy. The average American spends four decades dreaming and saving for retirement. Some transition well. Others struggle. Advertisers portray retirement as a life of leisure – endless walks on the beach and rounds of golf. But as Mitch Anthony wrote in “The New Retirementality,” playing golf every [...]