Dave Grant

Founder and planner

Connect with Dave

Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only planners. Follow him on Twitter at @davegrant82.

Gender issues

Can financial wellness programs help women bridge the gender savings gap?

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

By Dave Grant

April 30

Technology

Social media tips for solo advisers

If you are not engaging people on social media as an adviser, its time to catch up.

By Dave Grant

August 23

Practice management

Solo advisers: How to take time off

With little help and so much going on, how do solo advisers get away from it all?

By Dave Grant

July 31