Clients with histories of physical and sexual abuse or neglect are often chronically disconnected from their bodies. Experiencing physical sensations or bringing awareness to specific places on their ...

Understanding the nuances and misconceptions around forgiveness can help you guide clients in the process, if that's where ...

With the upcoming election just a month away, many clients are bringing their political concerns into therapy, and at the same time, we may be feeling increasingly anxious ourselves. As mental health ...

You might have noticed a heightened sense of uncertainty in conversations with clients recently. Despite a robust bull market, the last few years of higher prices, mortgage rates, and a new federal ...

Clients in the demographic group between the ages of 20 and 35 are beginning to enter the workforce, with many having completed college and attended graduate or post-graduate school. During these ...

With client relationships that may span decades and generations, CPA financial planners are in a unique position to assist clients with not only creating and implementing their estate plans but also ...

Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...

The Great Wealth Transfer is on the horizon, which will mark a shift of up to $90 trillion from baby boomers to the next generations. During this time, financial advisors must be prepared to help one ...

An interview with Trevor Greenway, Co-Founder and CEO of interVal Business owners are often the most desirable clients of financial advisors and their firms. Helping advisors attract, retain and ...

Retirement is often seen as a time of relaxation, freedom and enjoyment after years of hard work. However, it is also a phase where the financial landscape can change dramatically. While many people ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

Pontera is continuing its growth with yet another partnership with a large wealth management firm. The fintech company, which lets financial advisors manage assets in held-away retirement accounts, ...