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Why Your College-Bound Kid Needs to Meet Your Financial Planner

Sheltering children from tough money choices now can lead to unhappiness la...
Sheltering children from tough money choices now can lead to unhappiness later on.

As You Age, You Need to Protect Your Money — From Yourself

A financial planner explains why he couldn't stop his client from making ir...
A financial planner explains why he couldn't stop his client from making irrational decisions.

Why People Mistrust Financial Advisers

A financial planner says people can be cynical about her work. Her own expe...
A financial planner says people can be cynical about her work. Her own experience as a bank customer helps explain why.

What My 3-Hour Lunch Says About Good Financial Advice

Financial planning isn't about investing for retirement or saving for colle...
Financial planning isn't about investing for retirement or saving for college; it's about turning your vision into reality.

What Parents Can Learn From Philip Seymour Hoffman's Will

When it comes to deciding who inherits what, the law gives the dead wide la...
When it comes to deciding who inherits what, the law gives the dead wide latitude to impose a number of conditions.

Why Financial Advisers Have a Failure to Communicate

Investment pros try to impress their clients with jargon, but the message i...
Investment pros try to impress their clients with jargon, but the message isn't getting through.

The Lions of Wall Street Are Finally Obeying Ordinary Investors

Today is the four-year anniversary of the Dodd-Frank Wall Street Reform and...
Today is the four-year anniversary of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Has it made our financial system fundamentally safer? Unclear. But one thing about the law is certain: It's forced the financial industry to get much more interested in individual investors.

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