About the Planner: Dennis K. O'Brien
Dennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
Making a mistake with a client can fill you with dread like nothing else. CFP Patti Houlihan remembers the horrible feeling that overcame her the...
Opportunity of a Lifetime
Here's a wake-up jolt: The last generation of retirees couldn't manage to maintain their lifestyles beyond average life expectancy. With the right new approaches, though,...
Low inflation and strong economic growth fuel equity bull markets. But the process also works in reverse, and so the seeds are sown for bear...
Why should advisors--and their clients--care about the workings of the Financial Accounting Standards Board? Howard Silverblatt, senior index analyst at Standard & Poor's, compares the...
Bernard Kiely uses all his resouces--notably his wi