Putting purpose before product in financial planning
Basing financial advice on clients' holistic financial picture, rather than specific needs in isolation, makes for stronger and more sustainable...
Values-Based Financial Plan
Guided by Science and Values: Michael Kothakota’s Personalized Approach to Financial Planning
As a financial planner who has led his own independent firm since 2008, Michael Kothakota, PhD, CFP® of WolfBridge Wealth...
Check in on your financial plan’s health for peace of mind in new year
Dottie Bourlier | For FLORIDA TODAYQ: I’m wondering: Is my current investment allocation is still good given where I am...
Creating a Values-Based Financial Plan
Personal values play an important role in many aspects of our lives and have become more prominent recently in how...
‘Politics’ Is a Dirty Word for Some Advisers: That’s Not Cool
(Image credit: Getty Images)If you were to type into a search engine, "Should I talk about politics with my financial...
Spotlight: Understanding faith-based financial planning
Some advice firms, and some companies that work with financial advisers, are aimed at specific religious communities, such as Christians...
The Best Financial Advice For Every Decade Of Your Life
Personal finance is a lifelong journey that evolves with each passing decade. As you get older, your financial needs inevitably...
What Is Goals-Based Financial Planning Worth?
Traditionally, the financial advisor industry measured its value based on portfolio performance. Even today, many clients still focus on how...
Mission-driven money: How wealth advisor Christian Stearns integrates values, planning and purpose
When Christian Stearns talks about money, he doesn’t just mean dollars and cents. For the Conte Wealth Advisors financial planner...
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