Baby Boomers, Financial Planning

Is An Early Retirement Program Right For You?

In just a few weeks, approximately 2,800 Eli Lilly employees will receive an early retirement incentive offered through Lilly’s Voluntary Early Retirement Program, or VERP.  For Eli Lilly employees evaluating the current VERP, this post comes a little late–applications were turned in a couple of weeks ago and those accepted into the program will find out around November 1st. But,…

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Baby Boomers, Bigger Picture, Financial Planning, Millennials

My Guest Post on The Backcourt Report

Social media, specifically Twitter, has been instrumental in the success of RL Wealth Management. It may come as a surprise, but the impact on my firm has not been attracting clients, but it has been the opportunity to connect with other like-minded advisors across the country. As a solo advisor, being able to network with advisors helping change the landscape…

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Baby Boomers, Financial Planning

It’s Never Too Late

The majority of my social media, this blog included, tends to be targeted to Millennials, although the subject matter is applicable to everyone. Today, I’m flipping the script; I’m writing for the Baby Boomers, but I still want my Millennial readers to take note. I’m sharing this video in hopes of inspiring one person, just one person, nearing retirement to…

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Baby Boomers, Bigger Picture, Millennials

RL Wealth Management on Social Media

Can’t get enough? Make sure to follow my firm, RL Wealth Management, L.L.C., on Instagram and Facebook, and since you’re at it, follow me on Twitter. You’ll get even more content, a behind the scenes look at RLWM, and the occasional family post–these might be the best. RL Wealth Management Instagram @RLWealthManagement RL Wealth Management Facebook @RLWealthManagement Twitter @Jus10Castelli  …

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Baby Boomers, Bigger Picture, Economics, Financial Planning, Millennials

WSJ: The Challenge of Our Disruptive Era

“We are entering an era in which we’re going to have to create a society of life long learners” -Ben Sasse Ben Sasse’s commentary in the Wall Street Journal addresses a very important topic, one I’m not sure the majority of the public is thinking about. We are experiencing a fundamental change in our economy, and this type of transition…

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