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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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 -
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