How I Keep My Financial Plans Dynamic
By Mike PattonI consider a significant part of my value offering to clients to be the unique financial planning analysis I provide. Moreover, the specific tool I...
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...
December 10, 2009
Advisors look to independent firmsIf you're thinking of striking out on your own and becoming an independent advisor, you're not alone. A recent survey by Charles Schwab of advisors...
December 10, 2009
LLC Compliance: Having the ConversationA set-it-and-forget-it attitude among LLC members is understandable. But passive as the LLC may be in its operation, compared to alternatives, it's hardly without governance requirements.
December 10, 2009
The rank (and file) smell of desperationTalk about a head scratcher. The plan now is to expand Medicare while at the same time gutting it (if such a thing is possible)....
December 10, 2009
Boomers who want to age in place need LTCIMore evidence of the importance of long-term care insurance in your clients' portfolios: According to a recent study by the American Association for Long-Term Care...
December 09, 2009
Tea Parties: 1994 and 2010?Poll after poll demonstrates that this summer's town hall meetings were a tipping point, and the majority shifted on two critical points.
December 09, 2009
Morgan Stanley: Five Questions for a Top Retirement AdvisorA conversation with Trevor Mathias, Financial Advisor, Morgan Stanley Smith Barney, Chicago
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