In between meetings with your financial planning advisor, where do you go for ongoing news and commentary on personal financial matters? If you live in North America there is a wealth, so to speak, of media options, books and seminars to pick from, but one reliable source for news and views that has served up
At last, a headline that helps us progress, moving us to change the later life narrative with respect to the issue of financial planning. “Longevity planning will be a central mission for advisers of the future.” In a brief July 22, 2019 article in Investment News with this headline, Ryan W. Neal cites their recent
This is an original post of a 3 part series co-authored with colleagues Mary Ellen Tomlinson & Marie Howes from June – August 2016 on the website Planet Longevity which will be reconstituted as part of Change Rangers on Jan.1 2019 Personal advocacy as we age is a learned life skill. In these times, when
Heading to Halifax, Nova Scotia to present at the Canadian Institute of Financial Planners – 16th Annual Conference, June 10-13, 2018. This will also be an opportunity to hear from a number of professionals, who work specifically in the financial planning industry, to get the buzz on what the general trends are, as well as
For how many years now, have we heard ourselves say that the pre-Christmas selling season starts far too early? By the time we get over the final echo of the last holiday ad jingle that seems to leave a ringing in our ears well in to January, that other selling season begins – financial planning
“Work while you play, play while you work – the joy of Financial Independence at any age” So goes the sub-title to the new book, Victory Lap Retirement by Mike Drak and Jonathan Chevreau (published, October 2016). As described at the start of chapter 3, Findependence, a term originally coined by Jon Chevreau, is the