My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, Bequests
Even though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
In Search of the Best Financial Planning Software: eMoney
Hoping to decide on which software to purchase by next month, I give eMoney a try.
In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
Can Financial Planning Be Profitable?
Here’s how I make sure I’m at least covering my costs, and my time, in creating a new plan.
Choosing a Custodian
This is one of the most important decisions you'll make if you become an RIA.
How to Start Your Own RIA Firm
So you want to be an RIA? Here are the business and legal considerations to address before hanging up your shingle.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.