10 ways the financial planning industry has changed In recent years, the financial planning profession has changed a lot. Technically the profession is 50 years old, so you would expect some changes. But specifically, I’m thinking of all the changes I have seen since I started in the business in 2002. The financial advice business …
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There are lots of ways to think about retirement, from excitement to dread to worry, to all of the above at various times. With my clients, I find it helpful to provide some wisdom that can guide their thinking as they approach this major life change. Here are four truths about retirement that I like …
A big scary question for many folks is, will they have enough money in retirement? You might think that if everybody is worried about it, then somebody might come up with a solution. Well, they have . . . sort of. Maybe you have noticed the commercials for “lifetime income” popping up more often on …
