Active investment management’s weekly magazine for fee-based advisors

The following posts are related to retirement planning. Scroll down to see more articles.

Why clients need to be ‘money smart’

Successful financial advisors see financial education for their clients as critical to the overall planning process—helping to drive high levels of client satisfaction. Did you know that April was Financial Literacy Month? And that April 21-28 was Money...

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash? Time frames. They are probably one of the most important yet most rarely understood topics when it comes...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...

Fostering confidence, clarity, and purpose

Andrew Paladino, CPA, MSF • Timonium, MD Paladino Financial Group • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Andy, what is your overall philosophy in serving advisory clients? Our firm’s mission is to maintain...

Plan smart to retire smart

Earl Schultz, ChFC, CLU • Birdsboro, PA Strategic Wealth Advisory, LLC • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Earl, talk about your service philosophy in working with clients. We are a family-owned,...

Placing a priority on client education

Matthew Rubis • Fargo, ND Rubis Financial, Inc. • Parkland Securities, LLC Read full biography below Proactive Advisor Magazine: Matthew, what was your path into the financial-services industry? My father has been in the industry for just over four...

A philosophy of serving clients first

Victor Tedesco, CFP, ChFC, MSFS • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read full biography below Andrew Leithe, CFP • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read...