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Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.
February 28
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In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.
February 28
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Some clients may experience a taxable event that pushes them into a higher tax bracket.
February 26
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A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.
February 21
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Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.
February 19 -
The last government shutdown highlighted how many Americans ignore basic planning lessons.
February 19
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Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.
February 19
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About 19% of adults support elderly family members in some way.
February 13
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Maryland and New Jersey are among the least-appealing places for employees to spend their post-work years, due in part to affordability, health costs and overall quality of life.
February 12
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
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Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.
February 11
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Scammers are notorious for stealing social security numbers to file fake returns, an expert warns.
February 5
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Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.
February 1
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The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.
January 28
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A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.
January 24
True Private Wealth Advisors -
All 20 funds posted losses over the last year.
January 23
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Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.
January 22
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Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16
Wealth Logic -
Being a homeowner may not be the most cost efficient move in some areas.
January 15
