Providing true “life advice” is fast becoming an opportunity for conscientious and serious financial advisors to earn a special designation in retirement planning
The following letter, based on a real life situation with a friend and the friend's financial advisor, offers a peek at issues concerning boomer clients (all names are fictitious): Dear Roger: Thank you for spending...
Baby boomers are intent on getting the most out of life and their money for many years to come. Whether they will or not, though, is far from guaranteed. What does this demographic really need and what does that mean...
It sounds somewhat crass to say, but besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. The fact of the matter is, after the age of 60, the risk of suffering from...
Financial advisors know too well that optimism can be a negative force especially when it is applied to planning for a client's medical care. People from all walks of life tend to think positively when it comes to...
