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Financial Planning April 2016
Don't Call Me Mom: When Advisors Join a Parent's Firm
When a son or daughter joins a parents advisory practice, the transition can be tough, but it doesnt have to be.
A Magic Formula for Retirement Planning
A handful of numbers can help determine the best withdrawal rate for clients.
Craig L. Israelsen
Student loan debt
Kitces: Beware Student Loan Refi
Consolidating student loans may help reduce payment obligations, but think twice about private refinancing.
Trick of the Trade: Predict Disaster
Want to help your clients make smart financial decisions and earn their trust? Here is what you should(nt) do, says our columnist.
Not Just Giving Back, But Gaining Prospects Too
Volunteerism helps attract the next generation of clients and employees.