Financial Planning April 2016

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

A handful of numbers can help determine the best withdrawal rate for clients.

Consolidating student loans may help reduce payment obligations, but think twice about private refinancing.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.

Volunteerism helps attract the next generation of clients and employees.