Tag Archives: Financial Planning

How to Avoid the Retirement Freak-out

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(This is an excerpt from the book THE DUMB THINGS SMART PEOPLE DO WITH THEIR MONEY by Jill Schlesinger. Copyright © 2019 Jill Schlesinger. Reprinted by arrangement with Ballantine Books, an imprint and division of Penguin Random House LLC. All Rights R… Continue reading →

Why Retirement Planning Is Different From Financial Planning

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During my working years, I paid for three independent financial planning sessions — the last after the 2008 financial collapse, to assess the damage. But only when my employer of 20 years wiped out my job in a budget cut in 2017 did I experience the re… Continue reading →

The 3 Biggest Risks to Prepare for As You Retire

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Did you know that of those who die on Mt. Everest, 80 percent died not on the way up, but on the way down? They had so diligently planned and trained for how to climb the summit that they didn’t plan nearly as much for the dangers of getting down. Reas… Continue reading →

How to get price reductions in a changing market

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Feel that chill in the air? It’s not just autumn taking hold. The market, too, is cooling. Now, I’m not predicting a catastrophic slowdown. But we know real estate is cyclical, and I want to help you stay ahead of the curve.
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How Financial Planners Can Fix Their Diversity Problem

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The financial planning profession has a big problem: less than 3.5 percent of all the 80,000 Certified Financial Planners (CFP) in the U.S. are black or Latino — just 2,700. The CFP Board Center for Financial Planning released a survey four months ago … Continue reading →

5 ways to crush Q4 and roll into 2019 full of momentum

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If you want to finish 2018 strong and make 2019 your best year ever, I’ve got five actions to help you crush Q4. Continue reading →

NAR launches financial wellness program for 1.3 million members

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As agent income declines, trade group says financial tools for member success in business and in life remains a priority.

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