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Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?
November 20 -
Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.
November 7 -
Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.
October 28 -
Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.
October 16 -
Advisors suggested emphasizing that investment management and financial planning work hand in hand.
September 30 -
Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.
September 20 -
How do financial advisors work with elder law attorneys or aging life care managers to support your clients?
September 3 -
Several advisors answered the call with their strategies for tackling this potentially sticky situation.
August 23 -
Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.
August 5 -
What happens when a client loses their sense of purpose and identity when they choose to retire?
July 30 -
A financial advisor in North Carolina is looking for a fee-only advisor to offer an advice-only model for his own family. Is this a good idea? If so, what are the considerations?
July 17 -
He owns the home. She pays half the mortgage. Is that fair?
July 3 -
A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?
June 26 -
An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?
June 20 -
A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?
June 13 -
A young engineer hopes his investments will grow, not his tax bill. What can he do to ward off Uncle Sam?
May 28 -
There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?
May 13 -
A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.
April 30 -
A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?
April 17 -
How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.
April 5



















