Do we need professional advisors? Yes, more than ever. We may need different kinds of specialized advice at different times. And we will have to be thoughtful about what, who, and when we make the selections. Here some important criteria for choosing your professional advisors. You may want and need: A financial advisor. The term makes it sound like they…
My clients often come to me wanting to get away from some sort of stress and pain in their lives – work that isn’t a good fit, a divorce, stress of caretaking elder parents. The pain can come in many forms and from any aspect of our lives that’s not going as well or healthfully as we’d like it to…
My new web site is a demonstration of how I am living my professional life, wearing more than one hat and working with more than one client base. Times have changed. I like to think of myself as part of the leading wave. Many of us grew up at a time when one college major, one first job, one employer,…
I have a new book in my gut. Like a lot of “books” today, I don’t know, upon delivery, what it will most closely resemble: a physical or digital book, an online training, a series of booklets, or a course including instructor certification or some other form I haven’t yet heard of. The concept came when a CEO said, “I…
Most of us now in or thinking about our “retirement years”, whether we’re still working full or part time or not, grew up with a 4 stage life model: 1. Childhood 2. Education 3. Work and Family 4. Retirement What has changed? “Retirement” has developed multiple forms and there is no one way to do it, much less do it…
New Rule for Life #2: Remain able and qualified to work well into your 80s and beyond. Track where work-for-pay is going AND keep your marketable skills and certifications current/relevant. She came to me for advice. Not financial advice. That’s not what I do and, besides, she already has a great financial advisor. “What can I do to make some…
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