In the March issue of Investment Advisor, Rick and co-author Ted Klontz are quoted in an article titled “The Age of Enlightenment.” The article, written by well-known coach and author Olivia Mellan, focuses on ways financial advisors can most effectively help baby boomers prepare for retirement. It offers some interesting insights for non-professionals, as well. Baby-boomer clients may be especially interested. To read the article, click here.
