By Jeff Johnson

I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the last four decades. In that time, I have learned that many individuals and couple... Read more

Financial Planning

By Loring Ward Team

Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more

Financial Planning

By Steven J. Atkinson

The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more

Financial Planning

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

By Michael Kitces

As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more

Financial Planning

By Joe Messinger, CFP, CHFC, CLU

The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more

Financial Planning

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

By Mike Olson

Last week’s schedule happened to involve more travel than usual. In the span of five days I found myself in Omaha (at home), Des Moines, New York, Chicago, and Denver. On each of those days I fol... Read more

Financial Planning