I sat across from a new client recently and declared, “You’re a fancy pants … I know this because it takes one to know one.” To her credit, this client took my comment in stride, and we had a good ...Read More »
Hiring a financial adviser is a very important decision, one that has grown ever more complicated. Knowing the different aspects that go into selecting a financial planner, adviser, broker, consultant, agent, salesperson, shark, order taker … has the potential to ...
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Recently, I have been in intense negotiations between divorcing spouses. This is not work for the faint of heart. I finish each work day after these meetings feeling emotionally exhausted and, at times, unclear as to what has been accomplished. ...Read More »