Check out this excerpt in the New York Times from our friend Mark Miller’s new book, Retirement Reboot: Commonsense Strategies for Getting Back on Track discussing the role of a financial planner and process for finding the right one.

It’s always tempting to try to predict where financial markets are heading, and in fact entire careers are dedicated to the activity. It feels intuitively like getting the forecast right is just a matter of enough information and expertise, but the reality is different.

Financial Journalist Mark Miller interviewed our founder Debbie Wise on his podcast Retirement Revised. Here’s Mark’s description of the episode:

The PERMA model originates in the world of positive psychology, but it has much to offer about how we manage our finances and the decisions we make around our money.

Sometimes a simple adjustment in your goals can increase the likelihood achieving them. While you have no control over the financial markets, you can manage how much market risk you take.