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This advisor describes older clients who live so far below their means that it doesn't make sense. You may want to share these thoughts with older clients who can afford to take better care of themselves and live a little more comfortably.
Here is a low-tech system for reining in errant spending. Share it with clients who may need to track their discretionary spending more carefully.
Helping clients manage their debt is one of the best things you can do for their financial well-being.
There's a new frugality in the air, and everyone—from the newly jobless to the high net worth—is counting pennies. A survey by Visa estimates that the average consumer loses track of up to $2,500 a year in spending. Recoup that lost cash and more with these money-saving buying guides, price comparisons, and discount websites.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025