Articles in "Robo-advisors" category:

How to Be a Longevity Solutions Advisor

  Michael Lynch     Tue May 02 09:30:00 EDT 2017 

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It’s not enough anymore for financial advisors just to give guidance on financial planning and fund-picking. With the proliferation of robo-advisors and financial advising apps, it’s become critically important that financial advisors offer their clients more than the expected.

A longevity solutions advisor is a financial advisor who, in addition to providing financial guidance, helps clients navigate the complexities of aging and longer retirements. They don’t just talk about products with clients, but rather they have deeper discussions about the realities that come along with older age—such as healthcare costs, aging in place, maintaining quality of life—and help them come up with a plan. There are a few key elements to becoming a longevity solutions advisor:

Retirement Myths Debunked

  Michael Lynch     Wed Jan 04 14:45:00 EST 2017 

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One of life’s great mysteries is retirement. For those of us who have never been retired, we really don’t know what to expect or how it will come about until we’re in it. Nonetheless, over the many years of my career I have heard countless people repeat the same commonly accepted beliefs about retirement, and I want to shed a little light on these statements. Here are just a few of the viewpoints I hear most often, accompanied by my take on what’s wrong with them: