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Tag: standard of care

Language Fail in the Land of Financial Planners: The Smooshing Together of Financial Planning and Investment Advising

Hey kids! The FP50IBD for 2014 is out, and it’s a real humdinger! What’s that you say? You’re wondering what that nasty looking little squirt and a half of letters and numbers all strung together in that first paragraph means, are ya? Please allow me to introduce . . . […]

Top 10 Ways to Be Smart When Helping Loved Ones Journey Through the Medical Services Industrial Complex

One of the central roles of a financial planner is that of being a guide — of helping clients find and then take their own unique, and hopefully best and brightest, path through the external financial world out there. We are, after all, all of us forever in its force […]