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We’re All a Little Weird Around Money

“Everybody gets weird around money.” This was one of many great one-liners about money from my good friend and financial philosopher, the late Dick Wagner, CFP. Dr. Moira Somers, a psychologist from Winnipeg, Canada, agrees. In her new book, Advice That Sticks, she says, “Most people are at least mildly crazy when it comes to […]

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Involving Kids in Financial Meetings a Wise Move for Aging Parents

As parents age, many adult children begin to not merely provide taxi service but to accompany parents to appointments, especially doctor visits. This is often helpful for both generations. Yet it’s much less common for children to sit in on their parents’ meetings with financial advisors. In almost 35 years as a financial planner, I […]

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Surprising Leadership Qualities Financial Planning Clients Look For

Do you expect a financial planner to be a strong leader? Most clients—89%, in fact—do. This finding, from a survey conducted last fall by Advisor Impact for the Financial Planning Association, is hardly surprising. What is surprising, however, is the way survey participants described leadership. They said a strong leader should have these four qualities: […]

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