sustainability Archives - Aging, caregiving and the journey through the second half of life

Aging In Place Inventory

February 11, 2018

This five-factor inventory is designed to help families and advisors better understand the sustainability issues of older adults who are aging in place. Each factor of the inventory is assessed as either green, orange or red based on an estimation…

Connecting with the Developmental Tasks of Middle Age

June 8, 2014

Building rapport with middle age clients requires a balance between collaboration and advisory. The goal is to resonate with the tasks. The temptation is to over emphasize advisory by focusing on traditional milestones as an on ramp for planning conversations.…

Reframing the Retirement Conversation

March 25, 2012

What if they held a retirement planning meeting for financial advisors themselves and no one showed up? Sound odd? It was, but that’s what happened. We set up a meeting for a group of financial advisors to discuss their own…