Mission Statement:
To financially empower our clients so that they can achieve their most
important goals and to confidently plan for the future that they envision
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Age like a pro!
My friend, Wendy, wrote this. I think it's worth a share. She's so passionate about her craft; Estate Planning and Elder Law. She truly has the heart of a teacher. Here goes:
The November 14, 2020 edition of The New York Times featured an interview with the iconic actress Sophia Loren who, at age 86, stars in a new Netflix film titled “The Life Ahead.” In response to a question about whether she is consciously concerned about aging gracefully, Loren aptly states:
If you accept the aging process and live in the present, then you age gracefully.
Some will undoubtedly respond by thinking . . . “Hmmm, sure, it’s easy for Sophia Loren to say that. She has the ability and means to facilitate the process.” Like Loren, I am a proponent of positive and purposeful aging. Obviously, that is where our similarities end.
But seriously, our society and culture need to embrace aging and elevate efforts to combat ageism. First and foremost, the prefix “anti” should never precede the word “aging.” This is one of my pet peeves. Wouldn’t it be easier to replace it with “pro”? Manufacturers and advertisers should collaborate and agree on substitute product terminology.
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While the aging process can certainly be frightening and challenging, there is no good alternative. As recognized in the inimitable lyrics of James Taylor, now age 72:
Never give up, never slow down
Never grow old, never die young
These two stanzas encapsulate my anti-anti-aging philosophy. They so resonate with my core personal and professional beliefs. I even quoted them when I hosted a launch event for Concierge Care Coordination® back in 2015.
Indeed, aging is a mindset and an undeniable fact of life. It is a daily, but unconscious, practice for most of us. My clients who appear to have aged gracefully share a common thread of positivity as the key to their success. Genetics aside, this mindset is aided by proactive planning, both financially and emotionally. Accordingly, one of my main missions and passions is to help shift the attitudes of those who lament about growing old. If properly planned for, it can be a long phase of life delivering pleasure and fulfillment. Unfortunately, many individuals in their seventh through ninth decades suffer from cognitive impairment and/or comorbidities precluding purposeful aging. However, those who are relatively young and healthy should adopt new attitudes and set positive tones regarding the process. Perhaps this will trickle down and influence the attitudes of younger generations. Perhaps then society will not seek to marginalize or warehouse older generations who can continue to contribute their wealth of time, talent, treasure, and knowledge. They can be invaluable mentors to be revered and respected.
We need to develop more intergenerational interaction, including programs, policies, and platforms to promote purposeful and positive aging and support systems. It certainly requires a community.
Most of us do not have the opportunity or wherewithal to age like Sophia Loren. But her delivery of such a commanding and impactful performance at age 86 should inspire the rest of us not to prematurely bring the curtains down on those who have substantial life left in their years.
Wendy Goidel, Esq. is a Trust and Estate and Elder Law attorney. You could look her up on LinkedIn and at www.GoidelLawGroup.com.
Below are two excerpts from our recent conversation on my Live Stream, Be the Boss of Your Money, which airs every Monday through Thursday at 4:30 PM ET, on LinkedIn, Facebook, and YouTube (links below).
- What's the difference between a will and an estate plan?
- Why and when should you update your will and/or estate plan?
Reply email me if you have questions about your investing and planning needs.
Best,
Mitch
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Thanks!
Mitch
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Or email me directly:
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I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media. |
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Mitchell O. Goldberg
AIF®, AAMS
President | Investment Professional
OSJ Manager
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ClientFirst Strategy, Inc.
290 Broadhollow Road, Suite 200 E, Melville, NY 11747
(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338
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All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. The S&P 500 and Dow Jones Industrial Average are indexes. It is not possible to invest directly in an index. *The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. **The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy.
Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.
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