Client communications

You must not overlook important cybersecurity protocols for protecting your email.

There really is such a thing as good advice badly given.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."