I have been training in Brazilian jiujitsu (BJJ) for the past four and a half years. I’m too old (58), too slow and there are too many young, fast folks I have to contend with on the mats. Yet, I am a ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

In September 2007 I made the career shift from airline pilot to financial planner. The transition was driven by the widespread lack of retirement literacy I saw among my pilot buddies and by a ...