Do you have a personal pension plan?
By Ed McCarthy, CFP, RICPSome of your clients who dont have pensions and must rely solely on defined contribution plans would still benefit from a guaranteed lifetime income.
June 29, 2015
Hold the Innovation! First, Build a Solid FoundationA few years ago, I asked the financial planning class that I was teaching who invented the light bulb.
June 29, 2015
Endorphinomics: Working on HappinessA new book by consultant Steve Moeller explains why some very successful advisors are very unhappy.
June 29, 2015
What Makes an Advisor Blog Great?Blogging can give a powerful boost to a financial advisor's careerif done right.
June 29, 2015
College Savings Demystified: The Devil Is in the DetailsCollege tuition presents one of your clients largest pre-retirement expenses, so be prepared for the detailed situations that will round out their individual funding scenarios.
June 29, 2015
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay MarriageExtensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
June 29, 2015
Your Local Investing Bias Could Cost YouWhat matters most to investors is at least having some awareness of the factors that may be biasing their behavior.
June 28, 2015
View: Why John Roberts upheld PPACA but dissented on gay marriageAn argument for seeing the chief justice as a promoter of the machinery of democracy.
Commentary