Practice

Client confidential: Hélène & Luc

Why this couple walked away from their advisor

By Susan Goldberg |April 13, 2018

3 min read

When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

By Michelle Schriver |April 13, 2018

4 min read

Deceased mom’s estate causes tax nightmare

Not getting professional advice was just one of her mistakes

By Suzanne Yar Khan |April 13, 2018

8 min read

Should you go into business with a client?

The quandary Your long-time client, whom you consider a friend, approaches you with an enticing proposal: equal partners in a business for specialty pet food. In making your decision, what do you consider? Experts say This creates a clear conflict of interest, because the advisor would have a vested interest in the outcome of the […]

By Michelle Schriver |April 13, 2018

6 min read