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A Simple Tool for Getting Better Financial Advice

If a financial adviser doesn't know what's going on in a client's life, the...

If a financial adviser doesn't know what's going on in a client's life, the advice will suffer. Here's one easy way to fix that.

You Can Teach a Two-Year-Old How to Save

Worried about your children's retirement? With the help of a few carnival t...

Worried about your children's retirement? With the help of a few carnival tickets, says one financial adviser, you can get them started early on saving.

Give to Charity Like Bill Gates...Without Being Bill Gates

You don't have to be rich to set up the equivalent of a charitable foundati...

You don't have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death.

When It's Time for the Adviser to Fire the Client

The relationship between a financial adviser and a client can be like a mar...

The relationship between a financial adviser and a client can be like a marriage — sometimes a failing one.

Get in Touch With Your Prejudices...About Money

Financial planners need to understand that their feelings about wealth are ...

Financial planners need to understand that their feelings about wealth are in fact their feelings — not necessarily their clients'.

The Hardest Part of Making a Will: Telling Your Kids What's in It

An awkward part of estate planning is telling your kids how much — or how l...

An awkward part of estate planning is telling your kids how much — or how little — they'll get. Here's how a financial planner can help.

How to Be Charitable...and Hold Onto Your Money

You can inexpensively plan for a donation from your 401(k) while retaining ...

You can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it.

A Simple Tool for Getting Better Financial Advice

You Can Teach a Two-Year-Old How to Save

Give to Charity Like Bill Gates...Without Being Bill Gates

When It's Time for the Adviser to Fire the Client

Get in Touch With Your Prejudices...About Money

The Hardest Part of Making a Will: Telling Your Kids What's in It

How to Be Charitable...and Hold Onto Your Money

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