Working Until 70 Isn’t so Bad Provided you Feel 55

Published on June 3, 2025

Denmark’s recent move to increase the statutory retirement age to 70 for those born after 1970 — the highest in Europe — highlights an obvious and potentially troubling reality: Most of us are facing longer working lives, but that also means we need to remain healthier for longer.

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Are You Over-Educating and Losing the Sale?

June 3, 2025
Most advisor’s sales processes are based on informing and educating prospects. You have a discovery meeting. You have a free financial plan. Then you have another meeting to present the plan and educate your prospect about why it’s important to implement it to solve their challenges.

Buffett Valuation Indicator: May 2025

June 3, 2025
With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.8%, down slightly from the previous quarter.