Finances

Getting Retirement Right: Happier Than A Seagull With A French Fry

Getting Retirement Right: Happier Than A Seagull With A French Fry

As you know, I’m not a big retirement fan. Why? The word no longer works. It is no longer a case of stopping work and having a pension to support you in your golden years of leisure.  I want people to clearly and early “get” what it will mean for them in today’s world of expanding longevity with the real…

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Don’t Call Me Coach! Three Questions To Ask All Of Your Professional Advisors

Don’t Call Me Coach! Three Questions To Ask All Of Your Professional Advisors

After college, Bill went straight to work in his city government August 1, 1972.  On the day he began his employment he already knew his retirement date: 30 years to the day hence. He married Sue. They bought a house. Eventually, the two kids, Tim and Julie, came along. The family was active in their neighborhood association and their church.…

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Behold the Discontinuous Opportunity. It Could Be Your Best Bet.

Behold the Discontinuous Opportunity. It Could Be Your Best Bet.

Discontinuous what? Recognition of discontinuous change and opportunity is growing, if slowly. When Cheyenne was 32 the local bank where she had worked for 7 years was acquired. Branches were closed. Employees were laid off, including Cheyenne. By then she knew how to be a branch installment lending officer granting loans for home remodeling, car purchases, vacation toys like boats…

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Can We Get A Little Service Here? Charge Me More For Real People, Please!

Can We Get A Little Service Here? Charge Me More For Real People, Please!

Is this what consumer customer service is supposed to look like in the New Normal? I thought tips were for exceptional, actual service, not a way to help the employer keep wage costs down by us paying tip supplements. Newark Airport, the passenger concourse is filled with restaurant tables and chairs.  On each table is a tablet device with the…

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Life Literacy In The New Normal.  How Do You Rank Yourself?

Life Literacy In The New Normal. How Do You Rank Yourself?

My new book, How Do I Get There From Here?  is due out in August from the American Management Association (AMACOM, publisher).  In it I cite Financial Literacy and the importance of being able to work with a great financial advisor, as key competencies in the New Normal. I recently attended a Financial Literacy Day conference arranged and sponsored by the…

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