The Benefits of My Chosen Financial Planning Software
While not perfect, eMoney allows me to model various common financial planning issues for my growing number of planning clients.
First Steps When a Client Couple Divorces
To begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.
Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Why Clients Leave an Advisor, Pt. 2: Clients Stay When You Care
When you understand who your clients are as people, as opposed to how wealthy they are, you will understand why they do what they do.
Why Clients Leave an Advisor
In most cases, a relationship veers off track because of a breakdown in communication.
What I Learned Updating My CRM and Financial Planning Tools
One thing I realized early on: don't change too many pieces of the software you use at the same time.
Should I Question Warren Buffett’s Market Valuation Tool?
With all due respect to the Oracle of Omaha, his stock market tool has some glaring flaws. But is there a better tool?
Helping Your New Client Get Comfortable
Find out how — and how often — new clients want to communicate with you, and go over the paperwork they'll be getting.
Traditional vs. Roth IRA, Pt. 3: The Conclusion
I used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
Traditional IRA vs. Roth IRA: What’s Best? Pt. 2—The Details
Some readers questioned my assumptions when I found that a traditional IRA can be more beneficial than a Roth.