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What’s Different About Financial Advising In The New Normal?

What’s Different About Financial Advising In The New Normal?

I recently interviewed an experienced financial planner to discuss how financial planning and the advice people need has changed in The New Normal. George: What was your work like when you first came into the Financial Services industry? Financial Planner: It used to be so much simpler in the Old Normal when the norm for my clients was to predictably…

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IS THE NEW NORMAL OVER? 

IS THE NEW NORMAL OVER? 

….it depends on how you define The New Normal and what your discontinuous future holds in store for you. “The road that we’ve been on for such a long time, the so-called ‘new normal,’ is coming to an end, because it’s being eaten up by its own contradictions,” said Mohamed El-Erian, during an interview on Bloomberg TV.  Mr. El-Erian is…

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Net Worth vs Self Worth – Guest Blog by John Trauth

Net Worth vs Self Worth – Guest Blog by John Trauth

This week we have a guest blog from my friend, colleague and author of “Your Retirement, Your Way”, John Trauth Net Worth vs Self Worth: Anxieties in Spending Your Retirement Paycheck Congratulations!  You saved diligently for your retirement for the last umpteen years.  Whereas there were ups and downs in the markets and also in your investments, overall your money grew…

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You’re A Failure If You Aren’t Doing What You Absolutely Love. Or Are You?

You’re A Failure If You Aren’t Doing What You Absolutely Love. Or Are You?

Author Brianna West recently wrote in Medium Daily Digest “We’re doing people an incredible disservice by telling them they should seek, and pursue, what they love. People usually can’t differentiate between what they really love and what they love “the idea of”. In doing so, she reminded me of the diversity of purposes for work among my clients and the courage…

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HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

Two Personal Consulting clients of mine – let’s call them Rene and Phil – are both in their late fifties. They are working with me to do their joint 18-month immediate life plan and their 18 to 48-month mid-range life plan. In their 30 years of marriage they have never had so many exciting aspirations or such concern for the…

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TWO OF THE IMPORTANT AFTER 50 LESSONS MR. TRUMP CAN TEACH US

TWO OF THE IMPORTANT AFTER 50 LESSONS MR. TRUMP CAN TEACH US

I don’t know Mr. Trump. I see an experienced showman on television, read his speeches, and listen to the pronouncements of his staff. Arguing crowd size isn’t what it’s about for me. I’m not a therapist. Analyses aren’t going to happen here. I’m not an Ethicist, so you won’t find words like “lie” and my reactions to it in this…

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The Slippery Road To Isolation Well Before We Are Old

The Slippery Road To Isolation Well Before We Are Old

One of my longtime California friends recently sent me an email commenting on how many long-term friendships are affected by the recent presidential election. His observation is that a significant number of people – from both of the major voting spectrum positions – are unable to comprehend how their friends could possibly have voted the way they did. Even worse,…

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Business Client Stories

Business Client Stories

OLDER AND YOUNGER Both the management and the employees of a major distribution company equated years of service with superior expertise and judgement. As younger, more recently educated employees and managers were acquired, the organization began to experience an costly high rate of turnover as well as an increasingly expensive level of dissatisfaction among long term employees.  What everyone saw…

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