Advising Women Over 50
By Jan Blakeley HolmanWomen in this age group face a number of life transitions that leave them in need of financial advice.
Kobe Bryant's Work Ethic
February 04, 2020
12 Timely Topics for Client ConversationsWant to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss.
February 04, 2020
What Medicare for All Should Mean to UsThe author makes the case for another type of Medicare for All.
February 03, 2020
6 Steps to Take Before You Build a TeamWhether you are selecting or joining an advisor team, be sure to ask tough questions and tackle key tasks before you jump in.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 31, 2020
3 Steps to a Goals-Based Financial PlanI learned a hard lesson when a client fired me: We're not here to sell products.
January 31, 2020
How Charitable Boomers Can Reduce the RMD Tax PinchWIth a QCD, retirees can get around tax issues when RMDs threaten to bump them into a higher bracket.
January 30, 2020
Domestic vs. International Stocks: Why Diversification Is ImportantHaving some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.
Commentary