Robert Laura

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Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Backstage Pass To Retirement

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How will your clients live up to the fantasies they might have about freedom?

Reverse Engineering A Retirement Decision

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In retirement planning, sometimes we have to take the ideas apart before we put it all together.

Why Advisors Struggle With Their Own Retirement

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There are three key reasons advisors have problems letting go.

Why Advisors Struggle With Their Own Retirement

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Three key reasons why advisors struggle and what they can do about it.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

Retirement Intelligence: Measuring Personal Retirement Readiness

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The goal is to better prepare your clients for their retirement transition.

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

A Front-Row Seat To Clients' Retirement

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Advisors have a front-row seat to not only watch their clients' retirement unfold but also help direct it.

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