George Kinder: Life Planning v Financial Planning
Financial Planning Today – “I think of Life Planning as great Financial Planning. It’s the complete package. By adopting a Life Planning approach, advisers can
November 22, 2021
News Articles
George Kinder: How to Master Listening Skills
New Model Adviser – In a new column for Citywire New Model Adviser, life planning pioneer George Kinder explains how to master listening skills, including
October 28, 2021
A Guide to Your Mid-Year Business Review
Forbes – In Registered Life Planner® Brian Thompson’s article for Forbes, he urges readers to consider their emotional response when conducting a mid-year check in
July 2, 2021
How to Ensure a Successful Retirement
Forbes – The pandemic has allowed many of our clients a new frame to consider the aspects of their life they are eager to continue/returen
March 19, 2021
How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio
Barron’s – Registered Life Planner® Sheila Padden is quoted in this Barron’s article about how some retirees prefer a supplementary cash stash in addition to
March 6, 2021
George Kinder: Creating Powerful Online Client Engagement
George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some
February 15, 2021
Financial Planner vs Financial Life Planner. Which one is the right one for me?
Mana Financial Planning – After assisting with a recent 5-Day EVOKE® training, Registered Life Planner® Cristina Livadary defines Life Planning and how it is different
January 24, 2021
The #1 New Year’s Resolution To Try For 2021: Determine Your Enough
Forbes – In this Forbes article Registered Life Planner® Brian Thompson gives readers an opportunity to reflect and determine what is enough for them using
December 31, 2020
How Covid-19 Will Change Aging and Retirement
The Wall Street Journal – “Many retirees are frustrated that the virus is interrupting plans to travel and see grandchildren. But the break from routine
November 15, 2020
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