Articles in "Technology and Aging" category:

Welcome to Retirement: The Onboarding Guide Your Clients Need

  Michael Lynch     Thu Nov 29 10:15:00 EST 2018 

When a person starts a new role at a new company, companies will usually have an onboarding program that gives the new employee all of the resources and information they need to hit the ground running. This initial training usually includes an HR orientation, a shadowing program with a tenured employee, a benefits overview, and a review of other rules and expectations.  The idea is to ensure the new hire is set up for success.

When a person enters retirement, there is no guide, handbook, or orientation setting them up for success. We should help soon-to-be retirees prepare in the same way a company helps new employees. Financial advisors are in a unique position to offer this kind of help, because they have witnessed the pitfalls, challenges, and successes of myriad retirements. Here are a few ways you can help your clients prepare for their transition into retirement.

Are Ice Cream Cones in Your Clients’ Retirement Budgets?

  Michael Lynch     Thu Sep 20 10:00:00 EDT 2018 

There isn’t much that can compare to an ice cream cone on a hot summer day or early evening. Remember all those childhood summers spent at the beach or the boardwalk eating an ice cream cone, trying to finish it faster than it could melt and make a mess? Memories like these, of the little things in life that can bring a smile to your face, are the cherished moments we hope to have again and again.

Whether it’s going out for ice cream or engaging in another treasured pastime, I would like to be able to continue making those memories when I get older, and share those experiences with my spouse, friends, children, or grandkids. Many of your clients probably hope to be able to do the same, especially as they enter retirement and have more time on their hands.

Celebrating the Female Financial Advisor

  Jill T. Slomski     Wed Mar 07 16:00:00 EST 2018 

Blog_IWD

When I ask female financial advisors why they love their careers, the answer is always, “I love helping people and making a difference in their lives.”  That’s not a statement that you might expect from someone in this industry.  Usually, the world of investing is focused on return, numbers, or transactions.  For the female financial advisor, it’s all about the relationship.

Smart Home to Safe Home

  Michael Lynch     Wed Jan 24 15:00:00 EST 2018 

blog_smarthome2

For many people who are approaching or already in retirement, housing can be a big decision. When determining where they will choose to age, considerations should go beyond if a home is affordable or in a desirable location. Can the home meet their changing needs as they age? For example, does it have features that will allow them to live comfortably in the event of declining mobility? For a married couple, could a spouse remain in the home if they find themselves having to live alone?