One question, a bunch of right answers

Financial planning can be a very subjective business. Every client is different, and strategies for dealing with them can differ widely.

Take our Ask an Advisor series: There is no one right answer on how to talk to clients about death — though there may be some wrong ones. So seeing a variety of answers from peers might offer you some new ideas, especially if your adopted approach doesn’t work for some clients.

We’ve had a ton of questions over the years, from how to invest as interest rates change and whether China is still a good investment, to practice management issues like whether you can ditch a client’s kid or whether clients should combine finances when married.   

Read all of them here. And I’ll list a few of my favorites below.

• Ask an advisor: Should I cash out my 401(k) to provide for my autistic son?
• Ask an advisor: Should I get a traditional or Roth 401(k)? My company offers both
• Ask an advisor: Am I too rich for a Roth IRA?
• Ask an advisor: Should financial planners hire an advisor for their own families?
• Ask an advisor: My client wants to disinherit their adopted children. What should I say?

And if you have a question you’d like us to ask, shoot me an email. We’d love to ask it.

Thanks for reading.