Category

When clients face a major life transition—widowhood, retirement, divorce, an inheritance, a business sale—their ability to think clearly and make sound financial decisions can…

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable…

Across the globe, interest in leaving the United States has surged — driven by political uncertainty, rising living costs, and the promise of a different lifestyle. Yet beneath…

Our clients (and we) don’t do a good job of spending money in a way that increases quality of life. Join Matt Goren PhD CFP® to learn a simple, practical, and empirically-…

As a financial planner, you know the frustration of Childfree clients who never sign their estate plans. It's not procrastination—it's because the "Standard LifeScript" of…