Sunday, June 13, 2021

Jerilyn Klein

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Numbers-Loving Chemical Engineer Found her Midcareer Passion as a CFP

“I want people to be the hero of their plan, financial health, fitness,” she says.

Rainmaker, 70, Sold Her Planning Practice but Isn’t Slowing Down

“Mentally, I have a lot of energy and life experience that I want to share and give,” she says.

Advisor, 73, Takes Longevity Test; Plans To Work Another 25 Years

This jack-of-all trades advisor was told he will live to 98, and he plans to make the most of it.

Advisor Helps Clients Get Ahead of President Biden’s Proposed Tax Hikes

Tax-loss harvesting, accelerating capital gains and conversations with estate planners are on his list.

Financial Literacy Is Her Passion — And Her Calling Card

This advisor has made it a centerpiece of her planning practice and has written a children’s book series to encourage it.

Ten Life Lessons from 49ers Legend Steve Young

The former quarterback, who now leads a private equity firm, describes what he’s learned and how he’s moving forward.

What Advisors Can Learn From Triple Oscar-Winner ‘Nomadland’

Rich or poor, Americans seek purpose, direction and connections in the second half of life.

Americans Grow More Confident About Their Retirement Security

Three-quarters of workers and retirees expect to be comfortable in retirement, new study finds.

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