Life planning

Authorship and the Pregnant Elephant

Authorship and the Pregnant Elephant

Among my many After 50 male and female readers, there is a lot of serious talk about writing books. People are writing sexy women’s fiction, a history of a formerly secret university society, travel recommendations, a practical handbook to learning new technologies, a collection of stories about falls in the shower, an imaginary tale of circumventing the globe as the…

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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? 

….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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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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