We are about to see the biggest transfer of wealth in history, and we found that everyone was focused on the wrong thing. Many people wrongly assume the most important issue is money. While it...

Many people wrongly assume the most important issue is money. While it isn’t trivial, it’s way down the list.

You can’t play golf forever.

Baby boomers, who are starting to turn 60 this year, are probably well aware of the financial challenges that lay ahead but few may realize what they will experience emotionally. We have discovered that retirement...

[On conveying values,] there is a sense that these things go on throughout their life, … it’s not a matter of ‘tell me from scratch,’ but a sense that these dimensions of our relationship at...

everybody clammed up. That word spoke about money and greed and all sorts of things that no one wanted to talk about.

The generations are really quite different in their nature, philosophy, lifestyle, music ? the way they think and talk.

People are dying to talk about this, but nobody had been asking the right questions.

They’ve been able to take some notes on what aspects of retirement are attractive and what is unappealing.

Retirement can be a bit of a wonderland. But there are some patches of quicksand and some mines in the field.

Many people wrongly assume that the most important issue among families is money and wealth transfer — it’s not. What we found was the memories, the stories, the values were 10 times more important to...

No one considered whether a life without work would be satisfying or sustainable.