In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

In a June column, I focused on the downsizing trend at small liberal-arts colleges and universities, and argued in favor of growing, not shrinking, them. Instead of the frightened rhetoric of cutbacks ...

The practical bottom-line for the financial profession is in its ability to help guide their clients’ financial future to improve the lives and state of mind of their clients. That is going to require ...

CLEVELAND, Aug. 29, 2017 /PRNewswire/ -- Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the release of his new book, "The Bucket Plan: ...

Running out of money in retirement ranks as one of the biggest worries of investors. In a 2017 BlackRock Investor Pulse Survey, 55 percent of Americans said outliving their savings was a top concern.

For over nine years, the markets have had a historic bull run with new high after new high[1]. This has been a great thing for many but the folks in retirement and entering what is known as the ...

If you are on the precipice of retirement, the process can feel overwhelming as you consider everything from your investments to what you plan to do with all that free time. So we asked certified ...