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...
One of the things that Covid19 has required us to do in order to beat it, is to stay in our homes. For individuals who live alone and for those couples, particularly those who are older and needing support...
In a book I co-authored titled, The Retirement Challenge, A Non-Financial Guide From Top Retirement Experts, I wrote a chapter titled Developing Resilience for a Thriving Retirement. Although the book and chapter are focused on the transition into retirement,...
The photo was taken out my home office window- today- April 9th. It was 70 degrees here three days ago. Although it is hard to see the snow in the photo- trust me, it is coming down at a...
The current coronavirus pandemic is a time of unprecedented change, with things changing not only day-to-day, but hour-to-hour. It is causing us to question many areas of our live that affect us today, next week, next month, and years...
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