Archive for May, 2017

Life Literacy In The New Normal. How Do You Rank Yourself?

George blog web

My new book, How Do I Get There From Here?  is due out in August from the American Management Association (AMACOM, publisher).  In it I cite Financial Literacy and the importance of being able to work with a great financial advisor, as key competencies in the New Normal. I recently attended a Financial Literacy Day conference arranged and sponsored by the excellent Cumberland Advisors. During this well-crafted, expertly delivered one day workshop, I found myself looking Read More

THE LIE OF WORK/LIFE BALANCE

work:life balance blog pic

We were waiting for the luncheon speaker begin.   He sat to my right, a small, energetic man in a sports jacket and an open-collared light blue shirt. As strangers will, he asked me what I did.  My answer was that I am writing and speaking about what it takes for a good 50 year old to become a fabulous 80 year old here in the New Normal when education, work, retirement, family, health, and Read More

What’s Different About Financial Advising In The New Normal?

Unknown

I recently interviewed an experienced financial planner to discuss how financial planning and the advice people need has changed in The New Normal. George: What was your work like when you first came into the Financial Services industry? Financial Planner: It used to be so much simpler in the Old Normal when the norm for my clients was to predictably retire at 65. We all knew what retirement was supposed to look like. Retirement planning Read More

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