Andrew Crowell's clients are changing their retirement routines to find more meaning and fulfillment.

Instead, the majority of advisors need to create a detailed succession plan and find someone who can not only take over their business but also knows its operations, who the important clients are ...

There, Steeno says, "You can see how long they've been in business or if ... explains, "Robo-advisors are only useful for the investment part of a financial plan." In some cases, robo-advisors ...

The most important plan financial advisors can create is their own. A well-executed plan protects an advisor's family, clients, business partners and personal dreams of retirement. This planning ...

For You: Retirement Savings: I Lost $400K in a Roth IRA Try This: 7 Reasons You Should Consider a Financial Advisor — Even ..