Coaches are everywhere these days. What used to be the province of the playing field or the ice arena, now is common to the board room, the gym, the hospital delivery room, the concert stage, and more recently, the retirement arena. I have been coaching recent and prospective retirees for the past eight years. It
Retirement
Getty Last week, while attending the Retirement Coaches Association conference in Ann Arbor, Mich. where I spoke about retirement trends, I heard a fascinating and insightful presentation I wanted to share. Life and retirement transition coach, therapist and author Dorian Mintzer and corporate trainer and adjunct professor Gillian Leithman (aka “Dr. Jill”) presented what they
Are your retirement savings goals based on faulty assumptions? Getty If you are trying to figure out how much money you need to save for retirement, there’s an easy rule of thumb that you can use: simply multiply your expected annual expenses in retirement by twenty-five. For example, if you expect to spend $100,000 annually
Source: Stock.Adobe.com Here’s why they are related The financial advice industry is known for having strong opinions. Politics is like that too. Especially these days. To be clear, this is NOT a political commentary. I direct you to a zillion other locations on the internet for that. Likewise, it seems to me that people within
See where you fit on the money accumulation curve. If you are curious about whether you are keeping up with the Joneses, our calculator will help. Open the Google Sheet document. Make a copy. Insert your net worth. The spreadsheet will tell you where that ranks you among 128 million U.S. households. Wealth Calculator Google
A view of the TELSA Model X is seen at a showroom on August 15. (Photo by Yu Chun Christopher Wong/S3studio/Getty Images) Getty Images If you have your sights set on retirement but are feeling the pressure to reach your target, your car loan might be to blame. Last week, the Wall Street Journal ran
A blue-chip dividend portfolio pays about 2% today. Put a million bucks into a bucket of these stocks and you’ll bank just $20,000 in yearly dividends. That’s barely extra change–on a million invested! There’s a better way. I prefer to focus on stocks and funds that simply aren’t as familiar as the big names to
Getty Getty Pepsi’s stock is on the mend this year, beating Coke and major market averages by a big margin in the last twelve months. That’s a big difference from previous years when Pepsi underperformed the major market averages, though it still beat Coke. What drives Pepsi’s big comeback on Wall Street? Pepsi’s vs Coke,
NEW YORK, NY – SEPTEMBER 16: 2020 Democratic presidential candidate Sen. Elizabeth Warren (D-MA) speaks during a rally in Washington Square Park on September 16, 2019 in New York City. Warren unveiled a sweeping anti-corruption plan earlier on Getty Images One of the most common estate planning tools is right now are non-reciprocal spousal lifetime
Courtesy of Ronald Long 2019 Influencer in Aging Ronald Long, the St. Louis-based director of Wells Fargo’s Elder Clients Initiatives team since 2014, created what’s become a key brokerage industry tool to protect older investors from elder financial elder abuse. Long and his team originated the “In Case of Emergency” form so advisers could contact