The Election and Advisors: FPA’s Dan Barry Reports, and Predicts
By Dan BarryLooking at next years advocacy agenda for FPA, much depends on the election and who is placed in key positions. A rundown of the big issues for planners, and what different election scenarios mean for those issues.
October 24, 2012
Don’t let a health scare leave your client unpreparedMy unexpected breast cancer diagnosis vaulted life insurance and financial planning to the top of the priorities list.
October 24, 2012
Don’t let a health scare leave your client unpreparedMy unexpected breast cancer diagnosis vaulted life insurance and financial planning to the top of the priorities list.
October 24, 2012
What do the Verizon, GM pension deals mean to clients?Its up to you to choose the safest available annuity for your clients.
October 24, 2012
What do the Verizon, GM pension deals mean to clients?Its up to you to choose the safest available annuity for your clients.
October 24, 2012
CFP Board Did the Right Thing on Planners’ BankruptciesA CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.
October 24, 2012
Advice for Owner-Advisors: Accept Your Shortcomings to Build a More Successful FirmFor many firm owners, the Aha! moment comes when they accept the fact that nobody is good at everything, and that a firms success comes from maximizing everyones talents while minimizing the ill effects of their shortcomings.
October 23, 2012
When’s the right time to plan?Another, related question is: How do you plan when you do start to plan?
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