Robert Laura

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Rebalancing A Client’s Social Portfolio

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Advisors can add value by getting clients to think through how their social network might change in retirement.

5 Key Areas Of A Successful Retirement Transition

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One of the most important things is reinventing yourself.

Creating High-Impact Retirements

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A simple gesture can be the start of something big.

5 Key Areas Of A Successful Retirement Transition

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How to help your clients make a successful retirement transition.

Understanding The Human Elements Of Retirement Planning

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It's important for advisors to focus on the human elements of retirement planning.

The Behavioral Economics Of Everyday Life In Retirement

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As a trusted professional, you can have a major impact on how well clients can go from work life to home life.

The Problem With The Traditional Retirement Age

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Advisors should help clients understand the value of work and push back against social and cultural stigmas.

The Problem With Traditional Retirement Age

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It’s time for a major overhaul with traditional retirement age.

The Layaway Plan That Can Destroy Retirement

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Clients are excited to reach retirement, just be sure they haven’t put their personal life on layaway.

Breaking The Warrior Mentality Of Retirement

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Advisors need to develop new ways to help clients find satisfaction with all aspects of retirement.

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