Cryptocurrencies & Bitcoin—Fad or Future?
Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze.
What to Tell Clients Feeling Market Anxiety
How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.
Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps
For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.
How Advisors Can Best Educate Clients About Online Financial Tools
Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.
Four Tips For Clients Thinking About Buying a Vacation Home
Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.
How Over-Emphasizing Tax Deductions Can Get Your Clients Into Trouble
Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.
How To Best Support Politically Divided Couples
Married couples tend to have political views that are relatively in sync, but not always.
Why Pension Plans Can Make Sense for Dental Practices
For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.
Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan
Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.
Got Dental Student Loan Debt? Some Tricks to Help You Tackle It
Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.
Think Personal Disability Insurance Isn’t Important for Dentists? Think Again
What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.
Top Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream.
Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.
Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
Four Ways to Prep for Retirement in Mass.
Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.
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