Ron Rhoades’ Exit From NAPFA Shocks Fee-Based Advisor World
In a self-punishing mea culpa, Rhoades said he was stepping down from the NAPFA chairmanship after discovering that he had committed a violation as chief compliance officer of his firm.
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.
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.
NAPFA Launches Two New Websites
NAPFA announced the launch of its two new websites at its 2012 national conference in Chicago.
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.
NAPFA Goes to Chicago for Biggest-Ever Annual Conference
NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.