I recently came across an article in an industry publication that offered some of the best or recommended Ted talks for readers. One from the list that resonated with me- as someone who studies retirement from a non-financial perspective as...
The face of retirement planning is changing.  It is becoming broader with increasing needs, wants, and expectation across multiple topics. Retirement is becoming more colorful and vivid with retirees seeking more meaning, purpose, and challenge given increased longevity and...
OVERVIEW Since Part 1 of The Changing Face of Retirement of my blog was posted before the holidays (which seems like a long time ago), I thought it would be a good idea to reiterate a portion of Part 1...
GOALS, RESOLUTIONS and PURPOSE As this crazy year winds down, I find myself looking back on the year that has been and what the following year may bring.  It provides a time to look at both my personal and business...
There are a number of research studies that have come out over the past few years looking at how the financial advice industry is evolving.  This is due to a combination of increasing longevity, an aging demographic, and changing...
A recent article (the title really)  in Inc. magazine piqued my curiosity- Bill Gates Says These Are the 2 Questions He Always Askes When Solving Big Problems. That sounded like information I needed to know! After all, if Bill Gates...
There are numerous articles that discuss retirement (literally millions- try Googling the term).  Unfortunately, the vast majority of them are only focused on the numbers- the financial side of retirement.  These articles typically frame the topic in terms of...
A recent article, titled Financial Security in Retirement Requires Rethinking Needs (published by the Milken Institute) caught my attention.  It looks at how the current state of planning for the financial side of retirement and, due to longer life...
RS NOTE:  Although  I wrote this article for financial advisors, it can also be used by individuals to plan for the non-financial aspects of retirement- the physical, mental, social, and spiritual questions and concerns we have during the transition...
There has been a number of articles written about the positive aspects of offering financial wellness to employees- from ways to help employees better utilize their employee benefits to offering financial planning to employees. This article from HBR explains...
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