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Online Financial Planning Is More Popular Than You Think

Who needs to meet a financial adviser face-to-face? Not millennials and Gen...
Who needs to meet a financial adviser face-to-face? Not millennials and Gen Xers, who are often happier Skyping.

Why I Want Clients to Get Emotional About Retirement

Digging deep into clients' emotions helps one planner uncover what they're ...
Digging deep into clients' emotions helps one planner uncover what they're really thinking.

I Don't Need a Financial Plan, Because the World Will End in Two Years

If someone believes we're in End Times, how do you convince that person to ...
If someone believes we're in End Times, how do you convince that person to fix her finances?

4 Things You Need to Change Your Career

Want to change your career or launch a new business? A financial planner ex...
Want to change your career or launch a new business? A financial planner explains the four things you need.

11 Financial Clues That Your Spouse Wants a Divorce

Certain changes in financial behavior and conversations about money are sur...
Certain changes in financial behavior and conversations about money are sure-fire signs that your spouse is preparing to split up.

The Real Risks of Retirement

Acknowledging all the financial risks you face in retirement can be an empo...
Acknowledging all the financial risks you face in retirement can be an empowering experience.

Don't Be Too Generous With College Money: One Financial Adviser's Story

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When torn between paying for a child's education or saving for retirement, parents should save for themselves. Here's why.

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