Rethinking Retirement  

Financial Maturity

The following sites have information regarding financial education which you may find useful. These sites are not related to and are provided for your convenience but do not constitute an endorsement.

The Financial Industry Regulatory Authority (FINRA) public investors website contains tools and calculators, investor education, and market data.  FINRA is the largest non-governmental regulatory agency overseeing securities firms in the United States with a primary goal to protect the investing public. is the site for the Certified Financial Planner Board of Standards.  This site is for both consumers and financial professionals.  Consumers can learn more about financial planning and search for a CFP Board-certified financial advisor in their area.

The Financial Planning Association is a leadership and advocacy organization for those who provide, support and benefit from financial planning.  The FPA's consumer website provides tools, resources and information for those seeking financial maturity.

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Where to Invest Now

Human Capital vs. Financial Capital

It’s been said the financial markets don’t like uncertainty. But one thing that is certain is that with the market declines of the past decade or so many people have seen their planned retirement dates pushed further and further into the future...

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