In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Providing care to parents, spouses, other family members, or friends as they age can be anticipated and planned for in many respects, but unexpected challenges also arise in caregiving. CPA financial ...

Many firms try to develop innovative services based on their and their staff's abilities, the available technology and what they think their clients would need. They then expend efforts to "sell" ...

When I'm not writing about specialty medical marketing or recording episodes of the Ailm Practice Education Series, I like to explore ideas that spark personal and professional growth. These musings ...

Forbes contributors publish independent expert analyses and insights. The widening gap between life expectancy and financial preparedness creates a powerful opportunity for wealth managers to grow ...