Wealth Think

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. Here are some ideas to help deepen your relationships.

Quick question: Do you know how many programs operate under the Social Security umbrella? Do you know the differences? If not, keep reading.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

My wife and I have just one grandchild from one of our two sons (with no current plans for a second). The other son and wife are trying but no luck yet.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Suggest delaying and many clients will counter that forgoing years of benefits will take a long time to make up. But it's not as long as they might think.

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Employing technology in strategic ways can free planners to spend more time communicating and less time fretting.

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.