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Spousal Social Security: 7 Key Things to Know

Spousal Social Security: 7 Key Things to Know

Spousal benefits can make it easier for a household to plan for retirement, even if one partner earns significantly less than the other.

The Motley Fool
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    Living With The Realities Of A Flat Economy

    Living With The Realities Of A Flat Economy

    By Rick Kahler, originally published at Financial Awakenings. For three years, clients have been asking me when the economy will get back to normal. I have started answering that this current flat economy may be the newest redefinition of normal, one of many I’ve seen in 40-plus years of writing about money. The post Living […]

    Rick Kahler
    What Really Drives Client Referrals

    What Really Drives Client Referrals

    Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to […]

    Michael Kitces