The industry needs separate, not additional, regulation for financial planning.
The CFP Board’s new proposal raises the bar for the practice of financial planning.
The typical administrative fees get all the attention, but other fees and costs can have a big impact on specific clients.
Protecting a client’s interests when they are keen on funding a new business for a child can be challenging.
Conflicts in the advisory business are interesting to examine.
Time invested in real conversation that lets us meet clients where they are is time well spent.
Clients' conflicting opinions can be exasperating to advisors, but also very interesting.
Here are some common misconceptions about IRAs and a few other things to look for this IRA season.
Eight options for retired clients who no longer want their life insurance policies.
Despite the joy most of our clients experience as retirees, most also worry. A lot.
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