Recrafting ourselves

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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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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Quality of Life?  Start the New Year with this easy survey!

Quality of Life? Start the New Year with this easy survey!

There she stood just inside our front door with her hands on her hips. “You keep writing about other people’s After 50 stories.”, she said, “Mine is different and it deserves telling, too”.  Pushing past me she settled into a chair in our living room, said, “OK. Help me.” “OK. I’ll play.”, I said sitting down opposite Coleen. “Who are…

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SOME OF THE MANY FACES OF RETIREMENT

SOME OF THE MANY FACES OF RETIREMENT

There was a time when you said the word “Retirement” and everyone knew what it meant. There was a consensual definition and set of expectations that looked like this: You had worked for years, probably at the same company, reasonably assured that you could move “up the ladder” as the people above you retired or transferred and made room for…

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