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…
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…
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…
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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