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BlogsRetirement 20/20 ®
Tailoring Your Message for Different Generations
Keith Weber
Author and consultant Keith Weber says financial advisors need to cater their messages and their services to different generations of clients who have divergent agendas but share many of the same retirement planning concerns.
November 28, 2011Does Occupation Equal Opportunity for SRI?
Keith Weber
Author and consultant Keith Weber doesn’t normally attend protests, but when the “Occupy Wall Street” movement showed up in Denver, he decided to go take a look. What he found was a group of diverse individuals who share a common set of values that are highly reminiscent of those expressed by the Socially Responsible Investing industry.
October 18, 2011Applying Behavior Finance to Ourselves
Keith Weber
One of the hot topics in the field of behavioral finance is the use of heuristics -- simple rules of thumb or mental shortcuts often used to make decisions or draw inferences quickly and with minimal effort. While in everyday life these mental shortcuts help us to function quickly and efficiently, author and consultant Keith Weber says that when they’re applied to our personal finances they can often lead to poor investment decisions.
October 11, 2011Optimizing Our Clients' Human Capital
Keith Weber
Last month the Insured Retirement Institute released yet another in the long line of reports indicating the majority of baby boomers are nowhere near ready for retirement. Since we can’t slow down the clock to give them more time to prepare their financial capital, consultant and author Keith Weber says maybe it’s time we start helping them prepare their human capital.
September 27, 2011Navigating the Emotional Minefield
Keith Weber
Retirement planning used to be easy. Ten years ago it was a simple mathematical calculation that you could apply across the board to just about everyone. But today, with so many different visions, versions and variables impacting each client, retirement planning has become both a financial planning puzzle and an emotional minefield.
September 19, 2011The Sisters of Notre Dame
Keith Weber
For the past 25 years, a quiet but remarkable study has been going on at the School Sisters of Notre Dame convent in Mankato, Minn. What we’re learning might not only be the keys to happiness and long life, but have some interesting financial planning implications as well.
September 1, 2011Are We Ever Satisfied?
Keith Weber
A recent report from HSBC shows that people across the West -- including the U.S. -- are generally pessimistic about their retirement prospects while those in the East are relatively optimistic. And yet, by every objective measure, citizens in Western developed countries control significantly more assets per capita than their counterparts in Eastern emerging economies. This inconsistency begs the question: Are we ever satisfied?
August 11, 2011Protect Clients -- and Yourself -- From the Perfect Scam
Keith Weber
There's no doubt the baby boom retirement wave has created a tremendous opportunity for financial advisors. But those with less noble goals also see an opportunity, and they're putting financial advisors squarely in the crosshairs.
August 2, 2011
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