Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

In our brittle, anxious, nonlinear and incomprehensible world, the ability to manage complex changes is very important for both personal and professional success. Traditional coaching models, such as ...

Without mechanisms in place that help hold clients accountable for making progress toward their goals, coaching sessions can end up frustrating both clients and coaches. A lack of clear milestones and ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

The U.S. government is the biggest buyer in the world. CPAs can help clients build business by learning the federal procurement process and advising on how to compete successfully for a share of ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

Tax-loss harvesting with exchange-traded funds (ETFs) is a valuable tool that can benefit clients, potentially produce tax alpha (or increased after-tax returns), and support them through ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Many clients are confident that their generous donations are having a positive impact upon the nonprofit organizations and causes that are most important to them. Consequently, they don’t seek the ...

Death is a difficult subject. Although death is the most guaranteed eventuality of our time here on earth, it’s uncomfortable to discuss it, and therefore, people avoid it. Jasmine Hathaway As an ...