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This book on retirement planning focuses on the non-financial aspects of the transition into retirement. It is a good foundation for the financial planning discussion between advisors and their clients, but it can also be used on its own by anyone who is contemplating retirement or already retired.

The book is full of exercises that will help readers gain a better understanding of their own feelings about retirement. This will help prepare them to consider their retirement holistically rather than simply focusing on financial issues.

The author's goal was to create an...

The role that financial advisors play in the lives of their clients is undergoing a paradigm shift around the world. Aging populations, the impact of technology and the regulatory environment are changing what financial advisors do for clients. This evolution will affect what advisors charge for their services and how they provide value to the people they serve.
American author Barry LaValley and Australian David Haintz have developed a roadmap for those advisors around the world who wish to move their practice to the future. The authors help readers redefine what financial advisors...