Planning and Advice

Should clients file taxes if they’re bankrupt?

Roughly half of the people I see in our bankruptcy practice owe taxes.

June 2, 2014

3 min read

Divorce delays retirement plans

80% of “grey divorcees,” people who divorced at the age of 50 or older, say they will delay retirement because they need to work longer than planned.

By Staff |June 2, 2014

2 min read

8 phrases for tough conversations

People who bluntly say what they mean may be considered rude. The advisor’s dilemma is often how to get her point across without sugarcoating, while at the same time not seeming harsh.

By Bryce Sanders |June 2, 2014

3 min read

Pump up the thermostat to boost client relationships

If you want to form a strong rapport with clients, keep them warm.

By Staff |May 30, 2014

1 min read