Saturday, October 23, 2021

Work Life

On a Mission to Combat Ageism in the Workplace

The journey of actor William Shatner, 90, to outer space speaks volumes, says this workplace expert.  

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

A Family Crisis Changed My Approach to Retirement Planning

As a former accountant turned financial advisor, I am a numbers guy. But after my mother committed suicide six months after retiring, I made major changes.

Wealthy Business Owners Want Out, Junior Wants In

The pandemic has had a much bigger impact on succession planning than this multi-family office anticipated.

Millennials Need Not Apply

This 74-year-old advisor says his firm focuses on high-end clients; big companies can more efficiently offer low-fee options.

72-Year-Old Physician-Turned-CFP Still Provides Medical Care

Twice a week, he treats teens suffering minor ailments at a juvenile detention center’s clinic.   

Maintaining A Career, But Working Less, Is the New Goal

Clients are no longer trying to escape work by retiring. They want financial independence — and a second act, says this advisor. (By Lauren Gadkowski Lindsay)

You Are Never Too Old to Go Club Hopping

Pop into the high-tier frequent-flyer lounges at the world’s major airports, says this coach to advisors of HNW clients. (By Bryce Sanders)

Clients’ Second Acts Follow National Post-Retirement Trend

Advisors help clients make choices now that nearly 40% of men and 30% of women 65-69 are working.

Retirees are the Sweet Spot for This 20-Something Advisor  

He finds most individuals enjoy working with a younger advisor, although there are some exceptions. (By Larry Pershing)

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.

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