How Much Does Care Cost?
Catherine Khoo
November 13, 2022
Elizabeth (not her real name) aged 85, a widow since 20 years ago. She has no kids and she is living alone on a monthly
BLOGS
Starting the Aging Conversation
Catherine Khoo
October 14, 2022
Aging is changing. A big life changing. Guiding the clients through the challenges in retirement years is key to sustaining client-advisor relationship.
Financial Wonderland
Catherine Khoo
September 16, 2022
Have you ever thought about what classic characters or lessons to learn that would make us excel in today’s financial wonderland? One of my favorite
Re-creating Paychecques in Retirement
Catherine Khoo
August 27, 2022
Early in my career, I had a few prospective clients who are interested to do a financial plan ask me these common questions: “How much
Is Retirement History?
Catherine Khoo
July 31, 2022
Is Retirement History? When I graduated from university in 1994, I had 4 goals: get a job, start a family, achieve financial freedom and eventually
“New Retirement” conversations to have with clients
Catherine Khoo
June 18, 2022
Retirement is changing. More people want to design their retirement on their own terms. New retirement conversations with clients must include both financial and non-financial issues.
3 strategies to get closer to your GOALS
Catherine Khoo
June 9, 2022
Far up there at the peak of the pyramid are my highest aspirations. If you want to live a happy life, tie it to your goal, not to people or things.
Financial Planning Is Slow And Time-consuming. That’s Why Is Great-Part 2
Catherine Khoo
May 26, 2022
Information is just a click away. Knowledge is free everywhere. The financial professionals are under increasing pressure to communicate and demonstrate their value in the client relationship over emerging approaches such as the robo-platform or DIY approach.
Financial Planning Is Slow and Time-Consuming. That’s Why It’s Great
Catherine Khoo
April 29, 2022
Consumers who work with financial professionals and have a financial plan, feel better prepared to achieve their financial goals. They are nearly THREE TIMES more confident about achieving their life goals!