The Shocking Reality of Giving Financial Advice

The more that I work with people and their money, the more I am reminded of electricity. Money carries with it an incredible emotional charge, with the result that financial professionals must work daily with the emotional equivalent of live… READ MORE

Advising Clients with Painful Money Legacies

Advising Clients with Painful Money Legacies

Financial setbacks are remarkably common. Events such as marriage breakĀ­up, illness, job loss, and business troubles happen every day, and often bring with them significant financial loss. But as commonplace as such events might be in the general population, they… READ MORE