How to Help Business Owner Clients Sell Their Firm
By Deborah DouglasBusiness owners work hard for their money, and selling their business may be something they rarely think about.
May 19, 2015
Elder financial fraud and immediate annuitiesA recent MetLife Mature Market Institute survey estimates the understated annual elder financial fraud loss at $2.9 billion.
May 19, 2015
How Dave Ramsey's bad math leads to bad adviceA case study illustrates a simple truth: Sometimes debt is good.
May 18, 2015
On the Third Hand: DataAt this point, the author is grateful just to see anything that looks like a table.
May 18, 2015
Clinton criticism of wealth leaves us 1% convincedHow difficult will it be to run a campaign on a platform of tackling wealth inequality when she has so much money?
May 18, 2015
Exemptions Provide Key to Unlocking DOL Fiduciary RulesUnderstanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisors practice as the rules themselves.
May 18, 2015
Advising Couples Who Disagree on Risk ToleranceFinancial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
May 17, 2015
3 Questions to Ask Before Going IndependentIf you're considering going independent, as many readers have told me via email, ask yourself these three questions to get started.
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