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The Dow Jones blog, Financial Advisor, wrote a post focusing on how Abacus researched and evaluated the financial reports provided to their clients in order to improve the client experience. Charles Flowers discusses the approach and thought behind Abacus’ visual presentation of financial data.

Charles B. Flowers

Claiming dependents on your tax return can be very beneficial because it allows an additional personal exemption. The exemption is similar to a tax deduction because it reduces your taxable income, which allows you to pay taxes on less income. (more…)

J. Abigail Mason

“Am I blowing a friendly interaction out of proportion or is Mr. Falmon flirting with me?” a young planner asked me at a recent performance-review lunch. “If he’s flirting with me, it’s creeping me out and I’m not sure what to do.”

Helping young colleagues develop a professional demeanor and manage interactions with clients is as important as helping them understand hedging strategies for a portfolio or developing conflict-negotiation skills for touchy family dynamics. Discussing how to dress and setting socializing rules are just a few of the ways you can make sure everyone in your practice is involved in an ongoing dialogue on ethical issues.

The flirting question is like peeling an onion. (more…)

Cheryl R. Holland

Some people can’t understand life insurance policies. Many financial advisors suggest a different approach than the traditional routes of buying from a broker or life-insurance company. Cheryl Holland details the scenarios where she recommends a fee-only consultant when deadline with life insurance policies.

View the Article on MarketWatch.com

Cheryl R. Holland

Financial Advisor magazine evaluates how the recession affected the behavior and attitude of investment clients. Cheryl Holland contributes the insight that individuals going through major life transitions were vulnerable to the market variances during the Great Recession.

View the Article on Financial Advisor

Cheryl R. Holland

Growth plans represent an important, yet often overlooked, component to business. Financial Advisor magazine interviewed several leading advisor firms to assess the creative plans they have in place to grow. Cheryl Holland provides insight on her plan for Abacus and they way they uniquely focus on cultivating human capital, not traditional growth.

View the Article on Financial Advisor

Cheryl R. Holland

Financial Planning magazine recently highlighted Abacus’ success in an article focusing on advisor opportunities in smaller markets. Cheryl Holland touches on factors that we believe have contributed to our success within a relatively modest community.

View the Article on Financial-Planning.com

Cheryl R. Holland

Departure from the work force is a time to anticipate, but often, fears about money can dampen the joy of retirement. The fear of outliving one’s assets is common among those who are preparing for and entering retirement. (more…)

Carman F. Young

As clients age, the likelihood of managing assets for a client dementia becomes a likely scenario for many financial advisors. Often there is a fine line between respecting the client’s ability to manage their finances and “diplomatically intervening.” In the “Family Meeting” section of this article, Abacus’ Susan McCants outlines the benefits of family involvement in client meetings.

View the Article on Financial-Planning.com

Susan A. McCants