Retirement & Estate Planning
Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the new Ph.D. program in financial services and retirement planning at The American College. He is also an active blogger on retirement research and was a 2012 selectee for the InvestmentNews Power 20. Wade.Pfau@wcinput.com
Help your clients plan for their retirement by considering the bigger picture. Read More >
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
The financial industry is rife with rejection and some advisors deal with it better than others. How do they deal with it? Read More >
Joan Sharp, CFP®, ChFC®, CAP®, MSFS, is founder and president of Life Strategies, LLC based in Delaware.
Gifting money can open an important dialogue about money between your clients and their children. Read More >
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