6 Ways to Have a Happy Retirement

USA Today This is probably not the news you want to read. But facts are facts. And these are the cold, hard and unfortunate facts: Fewer and fewer American retirees say they are “very satisfied” with their retirements, and a growing number report that they are “not at all satisfied” with their retirements… Read more

The Next Stage Of Advisor Evolution

Michael Kitces On Wall Street … George Kinder [has] suggested for years that good planning starts by focusing on a client’s personal values and that financial decisions flow from the pursuit of nonfinancial life goals. Read more