Works matching IS 10403981 AND DT 2022

Results: 194

EDITORIAL CALENDAR.

Published in:: 2022
Publication type:: Calendar

Upcoming Research.

Published in:: Journal of Financial Planning, 2022, v. 35, n. 12, p. 90
Publication type:: Article

The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 68

By:

McCoy, Megan;
Machiz, Ives;
Harris, Josh;
Lynn, Christina;
Lawson, Derek;
Rollins-Koons, Ashlyn

Publication type:

Article

Is it Time to Add Bitcoin to Your Clients' Portfolios? The same process one would apply to the current menu of asset classes when building a portfolio should be applied to digital assets.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 64

By:

Johnson, Ivory

Publication type:

Article

Why--And How--Planners Need to Audit Their Tech Stack: Practice leaders need a clear view of their firm's tech capabilities and costs.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 60

By:

Spiller, Charesse

Publication type:

Article

Women and Charitable Giving: Women generally donate more than men, and their donations are set to rise as they inherit more wealth.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 56

By:

Armstrong, Alexandra

Publication type:

Article

Contingency Fund: Individual Retiree Risk Management: An emergency fund is only one part of a client's contingency plan. Use an active risk selection matrix to aid in decision-making.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 50

By:

Branning, Jason K.;
Grubbs, M. Ray

Publication type:

Article

Always Be Hiring: The Three Essential Skills for Building the Right Team: Creating your dream team requires constant vigilance for quality candidates and offering the right incentives.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 46

By:

Herbison, Gerry

Publication type:

Article

Are Donor-Advised Funds a Suitable Method for Donating to Just Causes? Charitable giving can quickly become complicated, and DAFs offer a host of solutions to struggles that many would-be donors experience.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 38

By:

Cummings, Bridger

Publication type:

Article

FPA Members Lead by Example: FPA recognizes planners and chapters that have gone above and beyond in support of the profession.

Published in:: Journal of Financial Planning, 2022, v. 35, n. 12, p. 35
Publication type:: Article

Understanding Co-creation and Collaborating with Clients.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 32

By:

Ferrazzi, Keith

Publication type:

Article

The FPA Community Weighs in 0n... Future Trends.

Published in:: Journal of Financial Planning, 2022, v. 35, n. 12, p. 28
Publication type:: Article

Opening the Door: Welcoming Students and Career Changers to Financial Planning: Financial planning has a conundrum where job seekers and hirers are equally frustrated.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 24

By:

Yerger, Daniel

Publication type:

Article

Sallie Krawcheck on Empowering Women in Uncertain Times.

Published in:: Journal of Financial Planning, 2022, v. 35, n. 12, p. 20
Publication type:: Article

Are Americans Donating Less?

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 16

By:

Cummings, Bridger

Publication type:

Article

Could Employee Resource Groups Be Right for Your Firm?

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 43

By:

Trujillo Limón, Ana

Publication type:

Article

Serving a Greater Purpose.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 12, p. 15

By:

Andrus, Danielle

Publication type:

Article

Four Ways to Avoid the Early Distribution Penalty After IRS Notice 2022-6.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 62

By:

Gardner, Randy;
Gardner, Creyton

Publication type:

Article

Sustainable Investing for Financial Planners in Times of War: The industries that tend to outperform in conflicts are typically excluded from ESG portfolios.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 58

By:

Coombs, Jennifer N.

Publication type:

Article

Cultural Diversity and Risk Management: Understanding cultural and religious taboos helps planners overcome clients' reluctance to make insurance decisions.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 52

By:

HanNa Lim;
Gray, Blake

Publication type:

Article

The Three Most Important Trends in Wealth Management: Crypto and ESG get lots of headlines, but they might be distracting us from what's really important.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 46

By:

Heye, Chris

Publication type:

Article

The Role of Financial Planners on African American Business Owners' Personal Credit and Access to Capital.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 66

By:

Chen, Leon;
Duffy, Sophia;
Hiebert, Daniel

Publication type:

Article

Culture of Care.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 38

By:

Andrus, Danielle

Publication type:

Article

You're a Financial Planner...Now What? Show Up for Your Community, with Pam Capalad, CFP®, AFC.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 33

By:

Moore, Hannah

Publication type:

Article

Alexandria Dunn on Providing Lasting Plans for Those with Special Needs.

Published in:: 2022
Publication type:: Interview

Testing Accommodations for the CFP® Exam.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 28

By:

Felten, Elisabeth

Publication type:

Article

Incremental Progress Toward Equity in the Industry: The industry is slowly closing the gap between representation of women and BIPOC planners and the general population.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 25

By:

Cummings, Bridger

Publication type:

Article

A Potential Path to Title Protection.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 22

By:

Murphy, Thomas

Publication type:

Article

The Trouble with Legal Recognition of Financial Planners.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 17

By:

Jordan, Matthew

Publication type:

Article

Building Empathy and Understanding.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 11, p. 15

By:

Andrus, Danielle

Publication type:

Article

EDITORIAL CALENDAR.

Published in:: 2022
Publication type:: Calendar

How Do Commodities Fit into Client Portfolios?

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 78

By:

Fink, Jason D.;
Fink, Kristin E.

Publication type:

Article

Direct Indexing for Tax Loss Harvesting: Combining tax loss harvesting with strategic asset location may reduce costs associated with purchasing the same investments across multiple accounts.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 44

By:

Gaige, Eduarda;
Schoeppler, Brandon;
Meurlott, Mitchell

Publication type:

Article

Looking Down the Barrel of Inflation: The Inflation Reduction Act aims to curb rampant inflation.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 17

By:

Cummings, Bridger

Publication type:

Article

Essential Tax Rules of Cross- Border Gifting: Planners who serve global clients should have in-depth conversations about personal, financial, and immigration objectives.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 72

By:

Malik, Anthony

Publication type:

Article

Four Qualities Leaders Need in Volatile Times: A strong ROPE can keep planners on course when their firms are facing change.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 59

By:

Kay, Barbara

Publication type:

Article

When Tax Technology Goes Wrong--From a Client's Perspective: Eventually, mistakes will be made. How planners handle their clients' reactions is important if they want to preserve the relationship.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 56

By:

Fava, Dani

Publication type:

Article

Where Taxes and Retirement Collide: Planners need a process to keep up with clients' unique tax situations.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 50

By:

Hopkins, Jamie

Publication type:

Article

Investment Diversification and Client Resistance: A Behavioral Understanding: The most well-laid-out plans will still fail if the client resists recommendations.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 66

By:

Glasgow, Robert;
Meyers, Steven;
Walsh, Courtney;
Pearson, Blain

Publication type:

Article

Maximizing Estate Planning Opportunities in a Higher- Interest-Rate Environment: After a series of rate hikes with more expected, planners should reassess gift and income tax strategies.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 63

By:

Herzberg, Philip

Publication type:

Article

STATE INCOME TAXATION OF NONRESIDENT EQUITY-BASED COMPENSATION.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 36

By:

Coffill, Eric J.

Publication type:

Article

You're a Financial Planner...Now What? Bridging the Gap: Partnering Effectively with Your Client's Tax Planner: Working with CPAs can greatly benefit clients, but you need to make sure everyone is on the same page to avoid conflict.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 29

By:

Fizell, Matt

Publication type:

Article

Insights from the Tax Trenches for NexGen Financial Planners: Aligning yourself with a tax preparer can bring in specialized knowledge in a complex arena.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 24

By:

Wood-Wentz, Tina

Publication type:

Article

Inflation Reduction Act and Student Debt Forgiveness: A new act lowers the federal deficit while also reinvesting into the economy and making healthcare more affordable.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 20

By:

Cummings, Bridger

Publication type:

Article

STAT BANK.

Published in:: Journal of Financial Planning, 2022, v. 35, n. 10, p. 18
Publication type:: Article

The FPA Community Weighs in On... CFP® Exam Prep.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 32

By:

Huffman, Daniel;
Garrett, Cody;
Lum, Kevin;
Luskin, Jon;
Liu, Wilson;
Barkmeier, Jared;
Torres-Gale, Dawn;
Burkhart, Ben

Publication type:

Article

Lighting the Way.

Published in:

Journal of Financial Planning, 2022, v. 35, n. 10, p. 15

By:

Andrus, Danielle

Publication type:

Article

FPA members can earn CE credit through the Journal at no charge!

Published in:: Journal of Financial Planning, 2022, n. 9, p. 87
Publication type:: Article

A Decade of Research in the Journal of Financial Planning (2011-2021).

Published in:

2022

By:

Anderson, Jason;
Wu, Joanne C.;
Rollins-Koons, Ashlyn;
Azaloff, Stephen;
McCaleb, Ruth;
Rauh, Cheryl;
McCoy, Megan

Publication type:

Literature Review

Remotivating Employees to Get Back into Growth Mode: Employees in stasis need help prioritizing new goals.

Published in:

Journal of Financial Planning, 2022, n. 9, p. 38

By:

Breitenbach, Tammy

Publication type:

Article