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Serving a Client, Even After His Death

What's true financial planning? Helping someone achieve his hopes and dream...
What's true financial planning? Helping someone achieve his hopes and dreams, even if he's no longer alive.

How Wealthy Families Blow Their Assets

Wealthy people want their money to last beyond their lifetime—they just don...
Wealthy people want their money to last beyond their lifetime—they just don't know how.

Couple with Pensions Plays Too Safe to Win

Dave and Kathy Frazier are among the dwindling number of Americans eligible...
Dave and Kathy Frazier are among the dwindling number of Americans eligible for generous pensions in their fifties. Dave, 42, a major serving full-time in the U.S. Army Reserve, could retire now and receive more...

Couple with $1.2 Million Betting Too Big on Stocks

Robert Bauman doesn't think of himself as a market timer. But in late 2012 ...
Robert Bauman doesn't think of himself as a market timer. But in late 2012 he ditched bonds, shifting 100% of his retirement money into stocks. "I felt that bonds had nowhere to go, that they...

Find the Right Financial Planner

I'm married with three children making about $150,000 a year. My wife and I...
I'm married with three children making about $150,000 a year. My wife and I have a mix of stocks, mutual funds, IRAs and other accounts, but it's not organized and we have no idea whether...

When Faith and Finances Collide

Three families — Christian, Muslim, and Jewish — grapple with the financial...
Three families — Christian, Muslim, and Jewish — grapple with the financial challenges of staying true to their beliefs.

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