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That conversation is one I’ll never forget.

“Son,” he said with a slight chuckle, “In this business, there are three people that need to make money. The home office, the financial advisor, and the cl...

In my career as a financial advisor, I’ve made a few mistakes. The biggest? Not being more convincing to my clients that they should stay invested in rough markets.

I became a licensed financial ad...

There is one place you should never go for Social Security advice…