Practice

CE Course: Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Earn CE credits “Stress Testing Your Retirement Plan: ‘How Big is My Cushion?’” is eligible for CE credits, see Accreditation details for more information The single most important question of a client close to or in retirement is, “Do we have enough money to retire?” To measure the financial capacity of a client, I categorize […]

November 2, 2012

10 min read

Stop, look, edit…send

Gone are the days when you could respond to office and client communication in the fullness of time. Social media and digital tools of the day have created an environment where everyone is under pressure to act and react fast. However, the pace of digital life has brought a new set of problems as discovered […]

By Staff |November 1, 2012

1 min read

Perform high-volume, low-value tasks on the go

Review non-urgent e-mails and documents from your phone, laptop or tablet

November 1, 2012

3 min read

Why advising is my second career

Building a business from scratch when you’re mid-career and trying to support a family is difficult. Just ask financial advisor Michael Horne.

By Brynna Leslie |October 31, 2012

4 min read