Financial Planning

Presentation: Marriage contracts

Here’s some text to help you put together a topical presentation on marriage contracts that you can customize for your next client meeting.

February 10, 2014

1 min read

Financial Planning

Talking to clients about divorce

Advisors know a divorce can be one of the most dangerous financial risks clients will ever face. And as financial professionals, we wouldn’t be doing our jobs if we didn’t address that risk.

February 10, 2014

5 min read

Financial Planning

Cash flow planning: Identify your habits

To have a successful cash flow plan, you must identify your frequent financial habits.

February 10, 2014

2 min read

Financial Planning

Give professional clients an advantage

All your clients lead busy lives, but perhaps none more so than the business owners and other high-level professionals you advise.

By Staff |February 4, 2014

1 min read

Financial Planning

Margin Call holds surprises about life on Wall Street

Set at a fictional Lehman Brothers-style investment firm in the early days of the 2008 financial crisis, Margin Call (2011) bills itself as an inside look at the meltdown.

By Jessica Bruno |February 3, 2014

4 min read

Financial Planning