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May 23, 2019
Planning a Successful and Meaningful Life in Retirement

By Larry Swedroe

While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that... Read more

Retirement

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February 15, 2019
What Does It Mean To Have Enough? It’s Up To You.

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

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October 18, 2018
Why (Prudent) Spending Rates Matter More Than Savings Rates

By Michael Kitces

The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more

Retirement

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September 26, 2018
7 Retirement Planning Challenges That Focus on Your Life

By Heather Hooper

A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more

Retirement

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March 28, 2018
Retirement Planning: Keep the Focus on These 5 Themes

By Heather Hooper

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

Retirement

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December 12, 2017
Advisors: Create a Meaningful Plan for Your Own Retirement

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement

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July 27, 2017
The 6 Tools of Your Retirement Advisor Brand

By Barry LaValley

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

Practice Management / Retirement

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June 29, 2017
Developing Your Brand as a Retirement Advisor

By Barry LaValley

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

Practice Management / Retirement

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April 20, 2017
The Top Five Advisor Pitfalls in Working With Clients Through Retirement

By Barry LaValley

I recently delivered a presentation on how to be a Retirement Advisor to a seasoned group of private client advisors from a large RIA. All the individuals in the room had a laundry list of financ... Read more

Retirement

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January 5, 2017
Ten Steps to Becoming the Retirement Advisor Your Clients Need

By Heather Hooper

If you’re looking for ways to become more integral to your clients this year, here are some ideas that Barry LaValley, founder of the Retirement Lifestyle Center, presented at our 2016 National E... Read more

Practice Management / Retirement

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