Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
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Identify with and listen to those who planned financially, but not emotionally.
May 31 -
Identify with and listen to those who planned financially, but not emotionally.
May 31 -
State agencies can be aggressive in checking records.
May 23 -
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Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?
May 13 -
Clients who are freelancers can be a good source of referrals, but they also need more attention.
April 22 -
New CFPB rules may prompt more class-action suits against retail banks, aiding advisors and their clients.
April 11 -
Such funds can provide diversity, but find out a manager’s history and specific holdings.
April 8 -
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Tread cautiously: Not all these funds are created equal.
April 5
