Planning and Advice

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

How to calm angry clients

Upsets are inevitable, so here’s how to clear the skies.

By Jessica Bruno |April 4, 2014

6 min read

Gifts for new parents

Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover most of the obvious gifts, including clothing, toys and furniture, so try these ideas.

By Lisa MacColl |April 4, 2014

2 min read

Advisor confidential | Alan Cranfield

Principal, Stonegate Private Counsel

By Kanupriya Vashisht |April 4, 2014

2 min read