Saturday, October 23, 2021

Topic highlights

Failing: Advisors’ Approach to College Planning

A paradigm shift is needed for paying for college, says this advisor. (By Beth V. Walker)

Prepare Clients Now for Possible Trust, Estate and Gift Tax Changes  

AICPA’s director of tax policy and advocacy dissects the recent House tax proposal and shares concerns. (By Eileen Reichenberg Sherr)

Advisor Finds Financial Planning is Like Martial Arts

As a life-long martial artist, he has learned that mindset translates well to financial planning. (By DJ Hunt)

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

The Checkup Is in the Mail? Soliciting Letter Carriers to Help Deliver Health Care

Two of America’s toughest problems can be tempered with this streamlined solution that's being employed overseas.

Financial Planning Pioneer Turns to Video Marketing

Longtime RJ advisor Margaret Starner shows her team’s personality in holiday video. (By Laura Garfield)

Millennials Need Not Apply

This 74-year-old advisor says his firm focuses on high-end clients; big companies can more efficiently offer low-fee options.

More Investors Want Advisors to Screen for ‘Chemical Footprints’

Older investors using assets to fight toxic chemical pollution can help work toward a healthier society — and build a bridge with younger generations.

Has the Pandemic Altered Clients’ Retirement Strategies?

Touch base with clients to address how Covid-19 may have impacted their vision of retirement. (By Tina Haley)

Wait, What’s the Definition of ‘Child?’

Legislators in Washington are looking to redefine the word “child” to make more people eligible for advance child tax credits. (By John Gehri)

72-Year-Old Physician-Turned-CFP Still Provides Medical Care

Twice a week, he treats teens suffering minor ailments at a juvenile detention center’s clinic.   

Extra ‘X’ Chromosome Helps Women Age Better

Even without this biological advantage, everyone, at any age, can take steps to improve their health, say experts on aging.

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

A Family Crisis Changed My Approach to Retirement Planning

As a former accountant turned financial advisor, I am a numbers guy. But after my mother committed suicide six months after retiring, I made major changes.