Orchestrating Reinvention

New Publication: Middle Crossing

This is the cover of the first edition of a new publication I created for advisers about their client’s journey through middle age. I will be releasing it later on this month. Each edition will have a foundational article, two…

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Control Assets

“The real voyage of discovery consists not in seeking new landscapes but in having new eyes.” Marcel Proust  As aging boomers are quickly discovering, the end game of being old is a non-linear quest to preserve control against overwhelming odds.…

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Transition Assets: The Boomers Arriving At 70

“We neither get better or worse as we get older, but more like ourselves” ……Robert Anthony Beginning in 2016, the boomers will be landing on the shore of seventy something. While turning 70 is still officially classified as “young-old,” there…

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Do Not Go Gracefully…

Aging is complex and uneven. Not everyone is aging gracefully. Wendi Knox’s inspiring article reminds us that other styles are equally compelling, valid and necessary. To this end she declares: “I intend to age exuberantly. Colorfully. Creatively. Bravely. Boldly. Healthfully.…

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Longevity Capital

By David Solie, MS, PA This is the age of longevity with a Tsunami of old flooding the social landscape. Initial curiosity by younger generations has quickly given way to alarm. The olds are coming they warn. Their burden will…

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