Advisor to Client

Decorative pattern

Financial Planning

The ABCs of cash flow planning

Cash flow planning is about a lot more than simply tracking whether you spend more than you make.

December 22, 2015

2 min read

Decorative pattern

Financial Planning

How to shrink your interest payments

Currently, there’s a lot of talk about what may happen if interest rates rise

December 22, 2015

2 min read

Brewster’s Millions nails estate planning

Financial Planning

Brewster’s Millions nails estate planning

Brewster’s Millions (1985) tells the story of overconfident minor league baseball pitcher Montgomery Brewster, who has the chance to inherit the massive estate of a great-uncle he’s never met

By Sarah Cunningham-Scharf |December 21, 2015

5 min read

Decorative pattern

Financial Planning

Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that resonated with you and your clients the most.

By Staff |December 18, 2015

1 min read