Updated Wednesday, October 1, 2014 as of 12:25 PM ET
5 Planning Rules for Self-Employed Clients
With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.
More in Client
Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help. more »
Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors. more »
A workshop on an approach that some say goes far beyond classic principles, gives international players a taste of the process. more »
This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say. more »
Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions. more »
In which the author takes a pair of popular assessments and finds he’s not as daring as he thought he was. more »
Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications. more »
Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board. more »
Want to know what matters most to the people who make your business run? Here’s how to set up a panel to get better client feedback. more »
3 things every spouse must know about Social Security; Top retirement expense is your home; Financial simplicity should be a retirement priority more »
Thanks to a continued economic recovery, strong equity market performance, rising real estate values and record domestic oil production, wealth growth rates in the U.S. strongly outpaced global averages. more »
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