Mr. Stanley, who was killed in a recent car accident, co-wrote a book with William Danko that became a classic in personal finance by showing ordinary people how to accumulate assets.
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The term life coach is fading, as those in the field specialize, receive training and obtain credentials from accreditation bodies.
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Asking the right questions before making a move can prevent a wrong decision, which can be painful emotionally and financially.
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Small adjustments, aimed at making the popular accounts more flexible, have either been enacted, or are proposed.
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Whether the service, called Schwab Intelligent Portfolios, is truly free — or is just intended to seem that way — is a matter of debate.
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The rules on these tax-advantaged medical accounts have been eased, but not all companies have adopted the changes.
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We shouldn’t care about titles, job descriptions or even where advisers work. Before you hire them, focus instead on what they actually do.
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