Happy New Year, to everyone! And here’s hoping 2009 is less turbulent than the preceding year.

“May you live in interesting times” is said to be a Chinese curse. I wonder: are the current times interesting enough for you and for your clients yet?

In my many contacts with KI-affiliated financial life planners and others, since things started to implode back in September, I’ve been deeply impressed (but not surprised) with how members of community have responded, both technically and in personally guiding clients through the shoals and rapids. I commend all of you for your commitment, compassion, creativity, and competence. (more…)