Smart financial advisers are dropping ROI, NAV and QCD for plain English when talking to clients

Not everyone is familiar with the ABCs of financial planning
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We have a $300,000 mortgage with a 2.75% interest rate. I want to pay it off. My husband says I’m crazy. Who’s right?

“I don’t want to enter retirement owing six figures when we have the cash to clear it.”
Pepsi renews contract with Taco Bell days after KFC switches to Coke in the U.S.
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David's Bridal plans to spin off AI platform Pearl into publicly traded company
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‘I don’t feel sorry for myself’: I’m 64 and will be renting for the rest of my life. Is that so bad?

“I married a wonderful man with a good income. He left his job due to health issues and suffered a massive stroke at 53.”
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