Hero Images | Hero Images | Getty Images Certified financial planner Ken Waltzer has an older female client who suffers from congestive heart failure. Given the high cost of her prescriptions, Waltzer recently became concerned by how much money she and her husband were spending. “I suggested that maybe I should talk to her doctor
Advisors
Sam Edwards | OJO Images | Getty Images It’s evident that the financial advice business has evolved over the years. The industry continues to mature, and financial advisors are always finding ways to address and meet the demands of today’s investors. In fact, given the increased complexity of everyone’s financial lives, investors are eager to
Petri Oeschger | Moment | Getty Images One of the best ways financial advisors can bolster their credibility and reach potential clients is available for free. It’s called social media. However, merely joining Twitter and Facebook won’t cut it, according to Dasarte Yarnway, founder of Berknell Financial Group in San Francisco. He shared his views
POJCHEEWIN YAPRASERT PHOTOGRAPHY | Moment | Getty Images Let’s face it, when it comes to storing important financial documents, a shoe box under your bed doesn’t really cut it. Estate-planning documents — such as wills, trusts, living wills, medical directives and powers of attorney —are very important to you. So where do you keep them
sarahwolfephotography | Moment | Getty Images For many women, financial security is one of the biggest considerations that factor in when deciding whether to stay in an unhappy marriage or divorce. As a result, a significantly large number of women stay in marriages that are unhealthy and even border on dysfunctional. Various studies show that