Tags » De-Risking

We need to know ourselves to plan the future.

For all the  talk of tax, longevity, inflation and investment returns, the technicalities of retirement  planning are of secondary importance.

In this article , I put these technical issues in a broader perspective. 879 more words


Why Face to Face Guidance may be impossible.

  I didn’t know what to expect from the Life Planning Association, whose meeting I attended on Wednesday as a guest of Wladek Koch.

What I got was an insight that makes sense of why I believe Face to Face communication is both the most vital and most dangerous means to communicate. 895 more words