Purpose & meaning

A Special Note To Innovators & Early Adopters

A Special Note To Innovators & Early Adopters

Whether you are an individual/couple, a professional advisor, a leader of a professional advisory firm, or lead an organization that provides goods and services to our diverse, growing, longer-lived After 50 population – the New Normal is in our faces. It isn’t that the Old Normal (continuous change and the familiar tools we use for it) is going away. It…

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Our Idiosyncrasies – How are they part of your identity After 50?

Our Idiosyncrasies – How are they part of your identity After 50?

Let’s face it. At this point in our After 50 lives most of us have a few, very well established idiosyncrasies. They probably won’t be going away any time soon. I turn off lights in unoccupied rooms at our house. This doesn’t necessarily please my wife, who always contends with a straight face that she had just stepped into another…

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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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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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