David Conti
David Conti, CPRC, is a N.H.-based financial writer and retirement coach. His work on personal finance, retirement, and wealth management topics has appeared in FORBES, MarketWatch, The Street, Kiplinger, Motley Fool, and Fidelity Wealth Management. He is a graduate of the Boston College School of Management and is founder of RetireMentors , a retirement transition coaching and consulting firm. Contact him on LinkedIn .
Articles by David Conti
- Retirement & Income Planning
Why Advisors Shouldn’t Fear AI Retirement Tools
The advisor of the future should not be afraid of AI retirement tools. The advisor of the future should be curious about them.
- Money & Life
Health Care Costs Now Top Every Other Retirement Fear
The #1 retirement fear is even more specific, more emotional, and often more difficult to plan for: Health care and long-term care costs.
- Retirement & Income Planning
42% of Home Buyers Are Baby Boomers—Retirement Planning Enters a New Phase
Baby Boomers now account for 42% of all home buyers, making them the single largest force in today’s housing market.
- Retirement & Income Planning
Retirement Travel Done Right: Balance, Budget, and Better Experiences
One friend just returned from a once-in-a-lifetime safari in Africa. Her husband? He opted out. Not on his bucket list.
- Market Intelligence
The Fire Horse Effect: What a 60-Year Market Cycle Might Teach Investors About 2026
The behavioral patterns surrounding high-energy market cycles may offer powerful lessons for HNW investors and financial advisors
- Money & Life
Great Expectations: When the Great Wealth Transfer Collides With the AI Career Crunch
Trillions move between generations, advisors confront a new question: What happens when family money is needed sooner and flows in unexpected directions?
- Money & Life
When Generosity Becomes a Planning Superpower
By helping families donate appreciated assets and use DAFs wisely, advisors turn wealth into storytelling, connection, and legacy.
- Market Intelligence
How (And When) to Take Crypto Investing Advice From Your Adult Children
Smart parents and savvy advisors listen, learn, and guide. Family money conversations are changing, and financial advisors can help bridge the gap.
- Money & Life
From Ordinary People to Abundant Families
The $84 trillion wealth transfer isn’t just about assets—it’s about values, stories, and guiding the next generation beyond entitlement
- Retirement & Income Planning
Permission To Prosper: Helping Retirees Let Go of Guilt and Embrace the Life They’ve Earned
They want to enjoy the fruits of their labor—but often feel conflicted, weighed down by guilt, uncertainty, or deeply ingrained scarcity mindsets.
- Retirement & Income Planning
The Inheritance Club
There’s often a deeper story—a yearning for connection, purpose, and understanding across generations. Thank you for reading. #Retirement
- Retirement & Income Planning
What Advisors Need To Know About Retirement Housing Navigators
How specialized housing guidance can transform your clients moves into an empowering new beginning #Retirement
- Money & Life
National Association of Realtors Reports Groundbreaking Trends in Retirement Living
New study reveals a growing demand for adaptable, community-focused homes as Boomers and Gen Xers rethink their retirement plans.
- Money & Life
Leveraging “Money in Motion” To Drive Client Retention, Household Consolidation, and Organic Growth
When a client faces a sudden caregiving crisis or a cognitive decline, advisors frequently rely on a patchwork of online searches, one-off conversations
- Retirement & Income Planning
Retirees and Tax Refunds: How Advisors Can Help Clients Optimize Their Windfalls
Can guide clients toward prudent use of these funds, and what steps can help ensure that every dollar supports long-term well-being. #NCRetirementCenter
- Money & Life
Navigating Gray Divorce: Insights for Financial Advisors
How to guide clients through the emotional and financial challenges of late-life separation. #finance #greydivorce #investing
- Retirement & Income Planning
8 Practical Steps to Simplify Your Retirement Life in 2025
Non-Resolution Checklist, filled with practical ways to stop wasting your energy on things that don’t enhance your new chapter. #NCRetirementCenter