Skip Frenzel's (agapeltc) Blog

This article is from the Oct. 2010 issue of Journal of Financial Planning and is written for financial planners, but the content mostly is what we learned in the SRES class about demographics and generations. Great article, but I think the most valuable part is the end section on The Challenge Qu...

http://online.wsj.com/article/SB10001424052748704029304575526182962738098.html?mod=ITP_pageone_1

I'm curious about the value of the SRES training in Canadian Realtor's practices.  Does the fact that most of the course content has to do with U.S. laws and programs in any way diminish the value of the course to you?  What are your thoughts about having a Canadian only SRES class? Where and whe...

Great article on retirement, the Boomers, and housing. http://finance.yahoo.com/focus-retirement/article/110715/the-retirement-of-the-future?mod=fidelity-livingretirement

OnLok Lifeways is a local agency that helps seniors.  The article gives the details, but I'm finding that this resource is under the radar in our area and people not only don't take advantage of them, but don't even know about them.  If you are working with Seniors and are local in the Bay area, ...

http://www.disruptivedemographics.com/2010/08/should-i-stay-or-should-i-go-factors.html

Taken from the August 2010 issue of Journal of Financial Planning. 42...Percentage of large employers that have 401(k) plans with automatic enrollment; 28% have an automatic escalation feature  (AARP) $111.5 trillion...Global wealth at the end of 2009, up 11.5% from year-end 2008 & nearly back to...

http://online.wsj.com/article/SB10001424052748703467304575383593595643772.html?mod=ITP_pageone_1

Beyond Estate Planning: Bankers Tackle Elder Care http://online.wsj.com/article/SB10001424052748704256304575320903355455166.html?mod=googlenews_wsj

http://www.seniorsrealestate.com/