How I Track My Clients’ Needs
Here's how I keep track of what I need to accomplish with my clients and my business, but am I being efficient?
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to Know
Financial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients’ assets and information.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.