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Transitioning to Fee-based Financial Planning: A Story From the Field

Nov 25, 2016

A recurring trend in the financial services profession has been a shift from commission-based business models to fee-based models.

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Millennials Are Looking at Work Differently Than Past Generations

The Street
Oct 30, 2016

This article was originally published in The Street.

Before going to law school, Vik Kapoor decided it was time to take a year off.

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Estate Planning: How To Talk About It With Clients

Oct 24, 2016

Talking about death, inheritance, and estate planning might not be enjoyable, but it’s a conversation every financial planner should have with clients — and the earlier it happens the better.

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Psychology of Retirement Income Satisfaction

Oct 12, 2016

Recent research on the psychology of spending reveals a new perspective in the psychology of retirement income

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Differentiating Yourself Among 70,000 CFP Professionals

Oct 05, 2016

All financial advisors — those just getting their start in the profession and those with decades of experience alike — have something in common: an obligation to serve clients well.

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Getting Back to the Basics of Building Client Relationships

Aug 24, 2016

Building your client base, a mix of science and art, is at the core of every successful financial services practice.

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Essential Steps for A Smooth Retirement

Aug 16, 2016

Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial advisors helping negotiate this complex transition.

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Will Social Security Really Be Gone in 2035: What You Should Know

Aug 03, 2016

Viability of the Old-age, Survivors and Disability Insurance (OASDI) program casually referred to as Social Security, has come under fire as of late. Cynics predict that the program will go broke by 2035, the year in which the youngest baby boomer will turn 70.

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Blended Families: The Modern Need for Modern Financial Advisors

Jun 20, 2016

So-called "modern families," which include blended, same-sex, and multigenerational households are

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