AdvisorToClient
Planner Archive

Planner: FAQ about the snowbird life

Here are some frequently asked question about the snowbird life.

Financial Planning

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

Financial Planning

Planner: Time-tested investment strategies for the long term

Remaining invested in a well-diversified portfolio is the key to long-term

Investing

Planner: Talking about volatility hedging

Depending on your client’s investment objectives, risk tolerance and timeline, hedging against volatility may be a good strategy.

Financial Planning

Planner: Partnership agreement workshop

Here are some ideas for an event to help connect the dots about partnership agreements.

Financial Planning

Planner: Sell to a competitor

Part three of a five-part series on ways to move your company to new owners

Financial Planning

Planner: Sell to a strategic buyer

Part four of a five-part series on ways to move your company to a new generation of owners

Financial Planning

Planner: Sell to your management team

Part two of five-part series on ways to move your company to new owners

Financial Planning

Planner: Peak earning years priority list

Critical to-dos for your peak earning years (and why they’re critical)

Investing

Planner: This is what an investment costs you

The inside track on how financial advisors are paid.

Investing