"Forbes" Articles

Weekend reading holocaust survivors financial planning advice Weekend reading holocaust survivors financial planning advice
Weekend Reading: A Holocaust Survivor’s Financial Planning Advice

In his book, titled Man’s Search for Meaning, holocaust survivor and psychiatrist, Viktor Frankl, wrote: “Don’t aim at success — the more you aim at it and make it a target, the more you are going to miss it. For success, like happiness, cannot be pursued; it must ensue…”

Weekend reading cognitive health Weekend reading cognitive health
Weekend Reading: Retirement Is One of Life’s Major Transitions — Maintaining Cognitive Health Can Make It Easier

Those who cultivate purpose from work or define themselves by their job can experience more difficulty when they are no longer in their day-to-day career. Not only can it take an emotional toll, but can lead to overall cognitive effects as well.

Weekend reading facing financial fears Weekend reading facing financial fears
Weekend Reading: Facing Financial Fears in 2022

Do you have a plethora of financial fears on your plate at the moment? Amongst uncertainty of today’s economic climate plus geopolitical conflict, it’s easy to find yourself battling a new financial frustration daily.

Weekend reading the future of financial planning Weekend reading the future of financial planning
Weekend Reading: The Math of Life – And the Future of Financial Planning

As referenced by author Bob Goff, 27,375 is the average number of days a person will live over their lifetime. If you do the math, you can (roughly) estimate the number of days you may or may not have left. How will you spend them?

Weekend reading managing longevity risk Weekend reading managing longevity risk
Weekend Reading: Five Ways to Manage the Longevity Risk in Retirement

We’re all in the midst of a longevity revolution, but in order to make the most of a potential 100-year life, it’s important to prioritize quality over length.

Weekend reading optimizing your retirement plan Weekend reading optimizing your retirement plan
Weekend Reading: Stop Trying to Optimize Your Retirement Plan

When it comes to retirement planning, there is no silver bullet. We all want optimized strategies to secure our financial future, but the reality is, life happens, and any obstacle can quickly throw a wrench in what was thought to be your “perfect” plan.

220401 weekend reading second order thinking 220401 weekend reading second order thinking
Weekend Reading: You Have to Want What Your Wants Lead to — Applying Second-Order Thinking to Financial Planning

Upon making any choice in life, the concept of second-order thinking allows you to consider all aspects more thoroughly.

Weekend reading valuable tax advice Weekend reading valuable tax advice
Weekend Reading: Why Most Financial Advisors Do Not Provide Valuable Tax Planning

Tax planning is just as essential to any comprehensive retirement plan as income planning, legacy planning, etc., and it’s also why our team focuses on tax-minimization strategies as part of our Retire With Purpose™ Framework.

Weekend reading mindfulness and money management Weekend reading mindfulness and money management
Weekend Reading: Applying the Practice of Mindfulness to Money Management

Being mindful in the present can be challenging for many of us, especially in the realm of retirement planning.

Weekend reading successful investor Weekend reading successful investor
Weekend Reading: Can Anyone Be a Successful Investor?

When it comes to long-term investing, my good friend and author of this article, Joel Johnson, says it best: “… Slow and steady will win the race.”

Weekend reading power of process Weekend reading power of process
Weekend Reading: The Power of Process in Financial Planning

You put together life plans, business plans and health plans to reach your goals, and the same mindset should apply to your retirement. Without a map (or GPS), how do you ever expect to get to your desired destination?

Weekend reading spouses and money Weekend reading spouses and money
Weekend Reading: Surprising Ways Spouses and Partners See Money Differently

With Valentine’s Day just around the corner, it’s the perfect opportunity to not only show your special someone just how much you care for them, but to also take the time to understand their financial background.