Q: We talk a lot about having all the information and understanding exactly why we're doing what we're doing, but maybe I'm the type of

Q: Talking about finances can give some people a lot of anxiety because it's a highly personal and sometimes deeply revealing process, so what do

Q: We talk about pertinent versus non pertinent information and figuring out what you really need to know, so can you speak to what that

Q: We’re talking about loss of status, loss of stature, how important that is to people when they retire or change careers, so can we

Q: Most people like the idea of taking control. Most people want to have a lot control every step of the way, especially when it

Q:  I thought we could talk a little bit about fiduciary advice versus just being put on a sales track.  How do you know if