Author: Kenneth Aulbach

Retirement Black Swans

In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.

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Overcoming Phantom Client Objections

To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.




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Retire and Grow Rich(er)

If retirees’ assets continue to remain stable, or even increase, why is it then that retirees don’t increase their spending and enjoy a higher standard of living? Read this post to find out more.



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