Discover why retirement income planning requires a different approach than accumulation—and how advisors can build sustainable income strategies for clients.
Author: Intentionly
The Cookie Jar Was Right All Along
What if one of behavioral finance’s supposed biases is actually a retirement planning superpower? Drawing on the simple wisdom of the cookie jar, Philip G. Lubinski, CFP®, explores why giving money a clear purpose can help retirees make better decisions, reduce anxiety, and stay disciplined through market uncertainty.