PIMCO, DoubleLine Both Feature on Litman/Gregory Managed Portfolio Menu
Star fund managers Bill Gross of PIMCO and Jeff Gundlach of DoubleLine get double billing in Litman/Gregory's managed portfolios.
Advisors vs. the Bag Lady Nightmare: 4 Women Talk Money With Terry Savage
Terry Savage, the author of “Savage Truth and Money,” is afraid of becoming poor someday. And she isn't alone: many women share her fear.
Worst-Case Scenario Is Diluted Fiduciary Standard: TD’s Nally
At NAPFA National, the new head of TDAI made the case for RIAs, younger advisors and female clients, but fretted about Dodd-Frank implementation, and urged advisors to “focus on running a business.”
How to Get the Most Out of Social Security Planning for Couples: Michael Kitces
Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
Natalie Choate’s Newest Estate Planning Tips
To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
Goolsbee Sees ‘Awful Recession’ for Europe, ‘Fiscal Cliff’ for U.S.
At NAPFA conference, Obama’s former economic adviser warns that the end of the year will be dire for U.S.
NAPFA Launches Two New Websites
NAPFA announced the launch of its two new websites at its 2012 national conference in Chicago.
What Makes a Satisfying Retirement? Practice, Practice, Practice
If advisors encourage clients to follow the Practice Retirement program, those clients can reap both financial and psychological benefits from age 60 to 70. Advisors can benefit in multiple ways as well.
Fee-Only Planners May Be Aging World’s Best Hope
‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
NAPFA Names Ron Rhoades Chairman
On opening day of the 2012 NAPFA annual conference in Chicago, outgoing chairwoman Susan John named Ron Rhoades to succeed her as head of the fee-only planners group.