Reframing the Social Security Claiming Decision for Married Couples
For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more
Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Have a Conversation, for You and Your Family
During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more
6 Steps to Help Protect a Loved One from Financial Elder Abuse
Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resources – can take n... Read more
Retirement Planning: Keep the Focus on These 5 Themes
Retirement is top of mind for your clients but are they thinking about the right areas that will direct their journey? Most dictionary definitions of retirement focus on withdrawing, retreating,... Read more
Communication Advice From an Aging Baby Boomer
This is the second in a two-part series. Read part one: Physically Speaking — Age and Communication I speak and write a lot about how to communicate effectively with older clients, and it is easy... Read more
Physically Speaking — Age and Communication
This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more
The 6 Tools of Your Retirement Advisor Brand
At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor. One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more
Developing Your Brand as a Retirement Advisor
With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more
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