When Clients Cry

People are vulnerable when they talk about their dreams and fears with a fi...
People are vulnerable when they talk about their dreams and fears with a financial planner. A planner has to be sensitive — and vulnerable too.

Here's a Good Reason Not to Fund Your 401(k)

Don't get too caught up in the amount of money you're saving for retirement...
Don't get too caught up in the amount of money you're saving for retirement. Focus instead on the income you'll have.

The Real Purpose of Financial Planning

A chat about retirement, Italy, and The Golden Girls illustrates how financ...
A chat about retirement, Italy, and The Golden Girls illustrates how financial planning can help a person uncover and achieve her deepest passions.

Why a Safe Space Makes for Better Financial Plans

To really help their clients, financial planners need to create an environm...
To really help their clients, financial planners need to create an environment -- both physical and conversational -- that's comfortable and reassuring.

Get Free Help with Your Investing Challenges

Money is looking for people who are willing to share the details of their p...
Money is looking for people who are willing to share the details of their portfolio in exchange for a free workup with a financial planner.

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