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.
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Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.
By Dave GrantDecember 19 -
Advisors should keep a close eye on these provisions, Dave Grant says.
By Dave GrantDecember 4 -
"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.
By Dave GrantNovember 29 -
When it comes to planning, hitting financial goals is only part of the story.
By Dave GrantNovember 21 -
There may be a silver lining to be found despite this challenging situation.
By Dave GrantOctober 25 -
I thought my entrepreneurial career was over. I was wrong.
By Dave GrantOctober 13 -
Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.
By Dave GrantAugust 30 -
For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.
By Dave GrantAugust 3 -
It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.
By Dave GrantMay 24 -
There could be a savvy person who could take over the practice among your wealthy clients.
By Dave GrantMay 15