Purpose Prize Winners

For the last 10 years Encore.org (formerly Civic Ventures) has honored hundreds of people from around the world for their work in second careers. Encore, which is based in San Francisco and New York, is dedicated to encouraging, promoting and, in some cases, financing what it calls, “seconds acts for the greater good.”  They focus… Read More »

Seniors’ Advice Needs Are Changing: Less Recreation, More Care

We recently came across an interesting article written specifically for financial advisors. It’s an industry article that encourages those professionals to brace themselves for a major change in their trade. Investment News magazine reports that most of the advisors they talk to are primarily interested in the IRA rollover market these days. Their clients are… Read More »