We all procrastinate every once in a while—delaying a task that has a specific deadline or putting off making an important decision. Sometimes we just don't want to deal with the issue, so we put it ...

Settlemint launches non-recourse funding for divorce legal fees and case costs, built specifically for family law matters.

Advisors must help clients understand the trade-offs when simplicity leaves important risks unaddressed in estate planning ...

A college student in my interpersonal forgiveness class said, “I think I am surprised that to this day, I actually haven’t had a therapist help me with the forgiveness process.” Another student said, ...

Advisors, we have good news to report—especially if you’re seeking new ways to support your wealthier clients. Foundation Source recently surveyed 350 of its private foundation and donor-advised fund ...

When most people think about exploring their past to better understand their current problems, they likely picture a session with a therapist. However, coaches also sometimes find that in certain ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

Raise your hand if you’ve seen the client estate plan procrastination gap story before: client reveals they don’t have an estate plan (shocker!), their advisor refers them to an estate planning ...

Criminal allegations may cause disruption and confusion in the lives of those affected. Still, Steven Waterkotte works with empathy to build understanding between the client and the advocate and to ...

Since its founding in 1989, Tempe, Ariz.-based Architekton Inc. has designed a variety of landmark buildings throughout the metropolitan Phoenix valley and across Arizona. Along the way, the firm has ...