In working with retired parents and their adult children, I’ve grown used to the comment that children have about how they “wished they had a pension...
How to Succeed at Sales The old approach at sales known as the ABC’s of Selling or “Always Be Closing” is the opposite approach you should...
You’d think that after all our vets have sacrificed for our country that somehow slimy manipulators wouldn’t go after them specifically. But, sadly, vets are prime...
Manuel Carvallo immigrated from Mexico at age 40 and became a U.S. citizen at 51. The Georgia pension consultant just reached another milestone, accumulating the 10...
Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there. Competition with...
It would be nice to think that careful financial planning is behind the critical decision of when to start collecting Social Security benefits. But psychological traits...
In my article called “Do Financial Advisers Hate Your Wife?” I explained a discussion I had with Dan McGrath, one of the authors of “What You Don’t...
In his WSJ article, wealth advisor Paul Hynes points out that financial advisors can spot and do something about financial elder abuse. He comments that financial advisors are...
In a videotaped experiment testing her financial cognition, an elderly woman must prepare three utility bills for mailing. She’s seated at a table holding the bills,...
As a financial professional, you may not be aware of what is going on in your elderly clients’ daily lives, but families sometimes find out about...
