I’ve spent much of my career helping advisors better understand equity compensation and how to integrate it with each client’s overall financial planning and goals. Employers structure their offerings ...

Clients worry about crazy things every tax season, but this year their fears and obsessions and just-plain-odd ideas seem to be taken to a new level. "In recent weeks, there has been a flood of ...

Many of your retired middle-class millionaire clients are tempted to pay off their mortgages as soon as possible, hoping to cut their monthly expenses and save big on interest costs. But before you ...

A new year presents a valuable opportunity to strengthen client relationships and ensure alignment with their evolving needs. As a trusted advisor, it’s essential to proactively engage with clients to ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Credit repair usually gets framed around results. Scores go up. Errors come off. Reports look cleaner. That focus makes sense when your credit is blocking real opportunities. But long before any ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...