If you’ve been an advisor for any length of time, you’ve heard Ken Dychtwald speak.
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational Planning
In the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
The Great Retirement Rethink
Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...
Attracting and Retaining Women: A 21st Century Challenge
Flexible work arrangements," "on-ramping and relaunching" and a "nonlinear career path" have entered the lexicon of the present day workplace. But these descriptors are more...
'A Financial Katrina'
Ken Dychtwald and I were originally supposed to get together in late September in Atlanta, at Charles Schwab's IMPACT 08 conference. Dychtwald was one of...
Finances and the Perception of Retirement
Slowing down and entering a perpetual vacation for the rest of their lives is no longer the goal for a large percentage of retirees, so...
Working and Retirement
His passions for advising his aging clients drew Kirk Greene of Greene Wealth Management in Seattle to psychologist and gerontologist Dr. Ken Dychtwald, author of...
Cherchez les Femmes
About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...
Greenspan calls on advisors to act (Part II)
We continue with Dr. Ken Dychtwald's analysis of Alan Greenspan's comments given at the Boomertirement Summit last April. Sponsored by the Million Dollar Round Table,...
Greenspan calls on boomer advisors to act
The Millennium Broadway Hotel near Times Square was the setting for an intimate dinner with Dr. Alan Greenspan last April. Sponsored by the Million Dollar...