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…
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…
We were waiting for the luncheon speaker begin. He sat to my right, a small, energetic man in a sports jacket and an open-collared light blue shirt. As strangers will, he asked me what I did. My answer was that I am writing and speaking about what it takes for a good 50 year old to become a fabulous…
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…
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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