Monday, May 17, 2021

Work Life

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Business Owners Rushing to Retire, Survey Finds

Falling confidence and rising technology costs are driving early exits.

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.

How to Motivate Your Millennial Employees

Seven steps to get your younger colleagues — and you — more proactive. (By Breene Murphy)

‘Interviewing’ Reveals Whether Clients Should Start Dream Business

Advisor saves one client from disaster, finds another well-prepared to launch. (By Michelle Rand)

NCOA President Testifies Before Congress

Aging council urges stepped up workplace protections for workers 55+.

‘I Learned to Keep it Simple, Stupid,’ says Advisor in Practice 45 Years

He also teaches younger advisors to show respect and be patient with older clients.

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.

Latest News

Boomers Would Rather Have More Money Than More Free Time, Finds Survey

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)