Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only planners. Follow him on Twitter at @davegrant82.
-
These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?
By Dave GrantJuly 19 -
The average retiree may need to save far less than you are currently projecting.
By Dave GrantJuly 6 -
Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.
By Dave GrantJune 11 -
How to use content marketing through blogs, videos, podcasts and social media to boost your business.
By Dave GrantMay 25 -
Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.
By Dave GrantApril 27 -
Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.
By Dave GrantApril 24 -
Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.
By Dave GrantApril 5 -
Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.
By Dave GrantApril 3 -
After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.
By Dave GrantMarch 11 -
As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.
By Dave GrantFebruary 5