In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

AS CPAs ADD FINANCIAL PLANNING services TO their professional offerings, it’s important not to limit planning to just discussing investments. Effective planners must develop an in-depth strategy by ...

According to the Department of Health and Human Services (HHS), 70% of adults over age 65 will require some form of paid or unpaid long-term health care support. And according to a recent Centers for ...

Why is project management important? It unites clients and teams, creates a vision for a successful project, and gets all the stakeholders on the same page. To clients, project management seems like ...

With summer ending and fall just around the corner, we're entering what is traditionally the peak wedding season. This means it's a good time for financial advisors to sit down with clients who might ...

If I’ve learned one thing after four decades in this business, it’s that wealthy, successful people can be some of the biggest procrastinators when it comes to protecting their assets and giving them ...