Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Donors to charity are often high-net-worth individuals and families who have worked hard to accumulate their wealth and have used financial, tax and legal advisors to grow and protect their assets.

Tax season is not April. It is now. Clients with businesses and stock comp ask how to keep April clean and the bill controlled. My stance is simple: Get the paperwork tight, automate the savings that ...