Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone
Back to School (Risk) Basics
The time of year has come when summer light fades earlier in the day and children prepare to return to school.
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
Summer Travels That Include Peace of Mind
Summer is when my family takes vacations together, which is likely the case in your family as well.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Unique Cyber Risks Your HNW Clients’ Kids Face
We love our smartphones and the unencumbered access to social media they provide.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
Why Emerging Markets Deserve Another Look
EGShare's Zeitoun shares his views on these ETFs, the topic of smart beta and the future of the industry.