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 be willing to take a financial hit for clients
By Dave GrantApril 2 -
Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.
By Dave GrantMarch 30 -
Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.
By Dave GrantJanuary 23 -
Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.
By Dave GrantJuly 27 -
This retirement investing strategy can be a hard one to implement, but it makes academic sense.
By Dave GrantJuly 20 -
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