Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.

December 15, 2021 Robert Gaan, CFP® Back in early 2000, during the height of the dot-com boom, I remember scheduling a meeting with a...

October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...

Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str

Easing into the last few months of the year means smart fourth-quarter housekeeping, with special attention to tax efficient ways to make ch