Wealth Planning

John Ledford is one of the new breed of philanthropists, in that he loans money directly to poor people in emerging-market countries. Lending entrepreneurs money may not sound so philanthropic, but it actually is in developing countries where...

Roger Green considers his profession an ongoing community service project, educating the citizens of Duluth and surrounding communities in order to help them better plan for their futures

Linda Fitz is well known in the financial services community as co-founder of Kochis Fitz, created in 1991. (The firm then merged with Quintile in 2008 to create Aspiriant, based in San Francisco.)

In the current environment, it might make more sense for your clients to take Social Security payments sooner rather than later

In early 2006, Jack Schecter was diagnosed with a rare form of lymphoma. Perhaps finally diagnosed would be a more apt description

Todd Butson is cursed. Anytime someone asks for a volunteer or help, I have to step up to the job

Rob Mitchell has made the most of a rough start in life. Abandoned at the age of 3 by a mother who had neither the financial nor the psychological wherewithal to take care of him, he spent the next 14 years shuttling between one orphanage and the...

Every so often, about once every three months or so, David Hansen makes a trip usually early in the morning to Costco. He fills one of those industrial shopping cart dollies with granola bars and juice boxes about 25 cases of each

Raising your retiree clients' living standards smoothly over time