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Serving a Greater Purpose.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 15
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- Article
Are Americans Donating Less?
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 16
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- Article
Sallie Krawcheck on Empowering Women in Uncertain Times.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 20
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 24
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The FPA Community Weighs in 0n... Future Trends.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 28
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- Article
Understanding Co-creation and Collaborating with Clients.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 32
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FPA Members Lead by Example: FPA recognizes planners and chapters that have gone above and beyond in support of the profession.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 35
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 38
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 46
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 50
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- Article
Women and Charitable Giving: Women generally donate more than men, and their donations are set to rise as they inherit more wealth.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 56
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 60
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 64
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- Article
The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 68
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- Article
Upcoming Research.
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- Journal of Financial Planning, 2022, v. 35, n. 12, p. 90
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- Article
EDITORIAL CALENDAR.
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- 2022
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- Calendar
Building Empathy and Understanding.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 15
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- Article
The Trouble with Legal Recognition of Financial Planners.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 17
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A Potential Path to Title Protection.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 22
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 25
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Testing Accommodations for the CFP® Exam.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 28
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- Article
Alexandria Dunn on Providing Lasting Plans for Those with Special Needs.
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- 2022
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- Interview
You're a Financial Planner...Now What? Show Up for Your Community, with Pam Capalad, CFP®, AFC.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 33
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- Article
Culture of Care.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 38
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- Article
Could Employee Resource Groups Be Right for Your Firm?
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 43
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 46
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- Article
Cultural Diversity and Risk Management: Understanding cultural and religious taboos helps planners overcome clients' reluctance to make insurance decisions.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 52
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- Article
Sustainable Investing for Financial Planners in Times of War: The industries that tend to outperform in conflicts are typically excluded from ESG portfolios.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 58
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- Article
Four Ways to Avoid the Early Distribution Penalty After IRS Notice 2022-6.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 62
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- Article
The Role of Financial Planners on African American Business Owners' Personal Credit and Access to Capital.
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- Journal of Financial Planning, 2022, v. 35, n. 11, p. 66
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- Article
Lighting the Way.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 15
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Looking Down the Barrel of Inflation: The Inflation Reduction Act aims to curb rampant inflation.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 17
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STAT BANK.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 18
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 20
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Insights from the Tax Trenches for NexGen Financial Planners: Aligning yourself with a tax preparer can bring in specialized knowledge in a complex arena.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 24
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 29
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- Article
The FPA Community Weighs in On... CFP® Exam Prep.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 32
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- Article
STATE INCOME TAXATION OF NONRESIDENT EQUITY-BASED COMPENSATION.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 36
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 44
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Where Taxes and Retirement Collide: Planners need a process to keep up with clients' unique tax situations.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 50
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 56
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- Article
Four Qualities Leaders Need in Volatile Times: A strong ROPE can keep planners on course when their firms are facing change.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 59
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- 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.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 63
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Investment Diversification and Client Resistance: A Behavioral Understanding: The most well-laid-out plans will still fail if the client resists recommendations.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 66
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- Article
Essential Tax Rules of Cross- Border Gifting: Planners who serve global clients should have in-depth conversations about personal, financial, and immigration objectives.
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 72
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- Article
How Do Commodities Fit into Client Portfolios?
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- Journal of Financial Planning, 2022, v. 35, n. 10, p. 78
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- Article
EDITORIAL CALENDAR.
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- 2022
- Publication type:
- Calendar
For Financial Planners.
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- Journal of Financial Planning, 2022, n. 9, p. 15
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Gas Price Relief and Another Round of Stimulus Checks: The federal and state governments are trying to alleviate the burdens of inflation.
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- Journal of Financial Planning, 2022, n. 9, p. 17
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How Emotional Intelligence Can Deepen Your Client Relationships: Clients' lives have changed. To serve them, advisers must show they care about their emotional well-being.
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- Journal of Financial Planning, 2022, n. 9, p. 20
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- Article