Tags » Financial Planners

Heckerling 2015

Earlier this month over 3,000 estate planning professionals comprised of Attorneys, Financial Planners, CPAs, Trust Administrators and others gathered in Orlando, Florida for the nation’s leading estate planning conference, the Heckerling Institute on Estate Planning.  135 more words


Alphabet Soup: It’s More Than Just Credentials

The financial services industry is not always consumer-friendly.  It is very challenging for the average person to navigate the sea of advisor credentials and different service models and it can become overwhelming to choose the right advisor.  665 more words


Illinois peeps, check out - A Gay Couple Awaits the Justices’ Decision

Couples have had to navigate byzantine laws as same-sex marriage rights have progressed state by state. A Supreme Court ruling may change everything.. via NYT Your Money http://ift.tt/1yapM1G


How Can Financial Advisers Rock on Social Media?

Social media marketing has been one of the most controversial marketing tools for financial industry (small biz). On other hand, marketers absolutely in love with social media because it is one of easiest ways to implement and measure when it comes to marketing efforts.  1,406 more words

Marketing Advice

The Financial Planner's Responsibility?


Are Consumers Losing Ethical Ground?

By Rick Kahler MS CFP http://www.KahlerFinancial.com

Suppose one of my clients has his heart set on using half of his retirement account to buy each of his grandchildren a new car. 868 more words

Financial Planning