Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
6 questions to consider when drafting a 'to-don’t’ list
By Maria Ferrante-SchepisPut your to-dont list on equal footing with your to-do list to create the time and space necessary for cultivating innovation.
July 31, 2015
How to be brainier [infographic]True or false: Creating "top 100" lists will boost your brainpower.
April 30, 2015
30 of the most livable cities for baby boomersWhether your clients like urban bustle or small-town charm, they might revise their retirement plans after reading this list.
April 30, 2015
30 of the most livable cities for baby boomersWhether your clients like urban bustle or small-town charm, they might revise their retirement plans after reading this list.
July 03, 2014
5 more tips for making the most of Google (tips 11-15)Everyones favorite search engine might just be your most underutilized prospecting tool.
March 07, 2014
Getting Clients to Follow Your Advice: The Overspending RetireeOlivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than youand theyplanned to spend.
January 27, 2014
How to Get Clients to Follow Your AdviceIts one thing to give good advice another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
November 04, 2013
20 Best & Worst Cities for Pension FundingThe woes of public pensions are big news, but not all are in crisis.