What to Tell Clients Feeling Market Anxiety


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, according to the College Board.


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

While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.


Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

“For some successful small business owners, retirement planning is simple (or so they believe): When they decide to stop working, they’ll merely sell their businesses to the highest bidders, experience huge economic windfalls and everything else will take care of itself. In their minds, the value of their business means they don’t need to plan financially like everyone else.”


Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

As young people continue to amass piles of educational debt, which have the potential to haunt them for decades, student loans have emerged as a big issue during the campaign season.


Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

No one wants to think about becoming disabled. But think outside yourself. What happens to your family in the event you become disabled and unable to perform your job as a dental professional? Simply put, it’s a good idea to plan. Buy disability insurance.