Some financial planners take an impersonal approach to their client relationships. They treat their clients’ investments and portfolio as strictly financial transactions, and pay little attention to

Everyone knows the drill—go to college, start a career, work until 65, and then relax on the beach with a cold drink complete with miniature umbrella.

They number in the millions, and their lives are quite the balancing act. The “sandwich generation” must plan for their own retirement while in the midst of caring for aging parents as well as their

Retirement savers can often lose sight of what really matters. Many investors spend so much time wrapped up in rates of return, new products, and the daily deluge of financial headlines that

Few families discuss their finances around the dinner table. Add to that a generational tendency for older men to handle family finances and die younger than their spouses,

Jon L. Ten Haagen’s grandfather was an inventor who created the country’s first photoelectric cell – a device that generates electrical current based on light.

If you ask a group of people what a financial advisor does, chances are you’ll hear many thoughts on the types of services offered—but in some cases you may just get a blank stare.

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