Once more unto the soup?
By David A. SaltzmanMarkets without consumers soon become extinct.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
May 21, 2013
Prenups Mean Nothing When Long-Term Care Is NeededIf a client is considering a later-in-life marriage, understand that prenuptial agreements cant "hide" assets when it comes to a spouses need for LTC.
May 21, 2013
On the Third Hand: UnbankedIf only the PPACA enrollers could sign people up for free checking accounts.
May 21, 2013
On the Third Hand: UnbankedIf only the PPACA enrollers could sign people up for free checking accounts.
May 21, 2013
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing EdIn the second of a three-post series on the CFP Boards proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Boards proposal is rife with conflicts of interest.
May 20, 2013
When Your HNW Clients Make Music, Be Sure They’re CoveredIf those clients or their children are buddingor wannabePaganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps.
May 20, 2013
Lessons From Losing a ClientRecently, I lost what I thought was a good client. In this post, I'll explain why and share the lesson I learned.
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