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Practice Management

  1. Handling HSAs After Death or Divorce

    Many health savings accounts have grown quite large and merit careful consideration in divorce or inheritance planning.

  2. Passion to Help

    Cathy Curtis became a financial planner to help women and their families achieve financial success.

  3. 4 Ways to Deal With Interruptions

    Interruptions are especially costly during your most valuable activities. Take these steps to limit the negative impact.

  4. Understanding the DOL's Conflict of Interest Rule

    The DOL called Wall Street's bluff, with a big sniff test.

  5. Save the Shop Talk

    Your clients think it’s gibberish.

  6. Recency Bias: Getting Clients Past the Rearview Mirror

    This tool can help investors see the perils of performance chasing.

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