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1-98 out of 98 article(s)
Title Author Type Date Words
Necessary protection. Jun 3, 2022 588
Financial planning: Remember to plan for risk. Rood, Deborah K. Mar 1, 2020 1488
Keep clients coming to you with PFP services: A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Vien, Courtney L. Dec 1, 2019 2219
Financial planning dialogues around Form 1040. Sarenski, Theodore J.; Westley, Robert A. Sep 1, 2018 2804
Clients are living longer: How will your practice adapt? CPA financial planners need to know how to guide clients toward retirements that may last several decades. Polyak, Ilana Cover story Mar 1, 2018 2420
Financial planning with excess liability insurance. Pryor, Charles R.; Yan, Zhiqiang; Lynch, Nicholas C. Sep 1, 2016 2488
'You need to listen a lot more than you talk'. Wilson, Sheon Ladson Feb 1, 2016 430
The secret to planning a successful retirement. Guyton, Joseph H. Feb 20, 2015 555
How to help clients make the right Social Security election: CPAs need to start by focusing on four key aspects of the decision. Sullivan, James Dec 1, 2013 2351
When a client leaves or loses a job: these 10 planning considerations can help clients manage finances through periods of unemployment. Aloi, Michael J. Feb 1, 2012 2574
Personal financial planning: strategies for the social security safety net. Sarenski, Theodore J. Dec 1, 2011 1734
The team you need for your year-end financial checkup: here's how to assemble a group of professionals to give you expert advice. Thomas, Karen Dec 1, 2011 1366
Ponzi-scheme losses: indirect investor and state tax issues: IRS guidance provides little tax benefit for thefts that hit retirement funds. Nichols, Nancy B.; VanDenburgh, William M.; Betancourt, Luis Feb 1, 2011 3978
Investment opportunity amid tax uncertainty: why paying more taxes in 2010 may be wise financial planning. Boyle, Patrick Statistical data Sep 1, 2010 5131
S. 3217: industry sweats proposed fiduciary model. Postal, Arthur D. May 17, 2010 929
Boomer to young advisors: it's all about me, not you. Friedman, Douglas I. May 17, 2010 895
Creativity in retirement plans. Bobo, Jack May 17, 2010 764
Help clients reduce costs to boost funds. Falk, Kristen L. May 3, 2010 794
Drafting a financial plan: Dion and Sherrunda Adkins aim to build a solid future for their family. Nance-Nash, Sheryl Apr 1, 2010 1038
Can you meet the 'lockbox' challenge? Sedoric, Tom Jan 15, 2010 808
An affordable proposal for guardianship: the special needs tax credit bill. Vogel, Jaret L. Nov 1, 2009 1073
Money-smart marriages: use individual goals as a foundation for healthy financial planning. Stuberg, Robert Viewpoint essay Sep 1, 2009 1259
Protecting assets for longer life is even more critical today. Johnson, Robby Sep 1, 2009 1340
TIPRA is a game-changer: retirement planning maxims need rethinking. O'Fee, Kevin Aug 3, 2009 865
Why and how retirement literacy needs to increase. Greenwald, Mathew Aug 3, 2009 822
Planting the seed: when successful businesses teach others how to compete in the marketplace, everybody wins. Anderson, Amy Feb 1, 2009 2067
Now what? Stop living the recession and choose a wealth mindset. Robbins, Mel Feb 1, 2009 1179
Social Security for two: CPA personal financial advisers should run the numbers on Social Security, and for their married clients, that goes double. Thomas, Francis C. Jan 1, 2009 2932
Settlements are one option for LTC funding, but not the only one. Brady, Matt Dec 1, 2008 1006
Public stewardship: building a long-term funding policy for infrastructure maintenance. Miller, Marilyn; Browne, Margaret Dec 1, 2008 2254
A capital opportunity: options are plentiful to manage and grow wealth in Utah. Brief article Oct 1, 2008 83
Best revises rating methodology for settlement securitizations. Brady, Matt Apr 7, 2008 791
5 tips for growing more LTC insurance business. Beck, Scott Apr 7, 2008 1198
Spinning 8 prospecting plates that will lead to greater sales. Harris, Bill Apr 7, 2008 1919
Locating your clients on the estate planning hierarchy. Tannahill, Bruce A. Feb 18, 2008 1032
How prepared are advisors to meet the income planning challenge? Connolly, Jim Feb 18, 2008 760
Help your clients by putting planned giving into context. Smith, Eric S. Dec 10, 2007 773
Securing your family's financial future. Gruszkos, Joanne M. Nov 1, 2007 1354
New research provides a snapshot of parents with children who have special needs: 'you get the best information from other parents'. Tillisch, Deanna Nov 1, 2007 1443
Financial literacy and its role in promoting a sound financial system. Widdowson, Doug; Hailwood, Kim Jun 1, 2007 6183
Couples & money. Epperson, Sharon May 1, 2007 731
Choose the right health care account: stay well - and well-financed - with an array of savings options. Siegel, Bart H. Mar 1, 2007 2476
Are you ready to start taking care of your parents? Toye, James Column Jan 5, 2007 757
Sell financial products wisely: manage your risk in this new niche. Mendlowitz, Edward Jan 1, 2007 3285
Family Ties: succession planning for family businesses is a balancing act of family relationships and savvy financial planning. Mirel, Diana Sep 1, 2006 1798
The future of fundraising: looking ahead with scenario planning for your organization. Warwick, Mal Jun 15, 2006 1503
Capital budgets: a step-by-step approach. Garris, Leah B. Cover story Jun 1, 2006 1934
Financial planning for the affluent: tackle the complexities as a team. Vietri, Michael J. May 15, 2006 808
Institute urges government to revive mandatory OFR. Brief article May 1, 2006 162
FEE shares its vision for unification of standards. Brief article May 1, 2006 138
Fiduciary responsibility and opportunity. Gray, Robert L. Apr 1, 2006 1571
Borrowing short- or long-term: does the government really face a trade-off? A stochastic macro framework for public debt management. Georges, Patrick Mar 22, 2006 8863
Lean management: the term is usually applied to the production line, but the finance function would benefit from getting a bit leaner, too. Coote, Peter; Gould, Stathis Mar 1, 2006 1945
Reporting employee stock option expenses: is the debate over? Ratliff, Paulette A. Nov 1, 2005 4215
Income planning education never ends, but when does it begin? Connolly, Jim Sep 5, 2005 1334
Investors continue to make costly mistakes. Sep 1, 2005 392
Build customized bond portfolios: take your registered investment advisory practice to the next level. Zimmerman, Stuart Apr 1, 2005 2752
Marketing ElderCare/PrimePlus services. Wright, Debra Apr 1, 2005 1104
In support of CPA financial planners: the AICPA applauds CPAs' professional and volunteer efforts in their communities. Melancon, Barry C. Feb 1, 2005 1579
Financial resolutions for the New Year. Leckey, Andrew Jan 1, 2005 696
Coming back from the brink. Aronfeld, Spencer Jan 1, 2005 1219
Honesty is best policy when dealing with financial adviser. Leckey, Andrew Sep 22, 2004 858
Income planning starts to gain traction. Koco, Linda Sep 6, 2004 1791
Focus on finishing the income race. Mindel, Norm Sep 6, 2004 813
The remaking of variable universal life: insurers are considering adding variable annuity and universal life touches. Koco, Linda Cover Story Aug 23, 2004 1632
Asset and product allocation ... for seniors, too. Koco, Linda Cover Story Aug 2, 2004 1375
Managing the capital planning cycle: best practice examples of effective capital program management. Westerman, Nicole Jun 1, 2004 3632
The rich truly are different: very wealthy clients have special goals and objectives. Harrington, Cynthia Apr 1, 2004 3451
Personal finance for executives: typically, the needs are the same for all investment customers. It is simply the scale of available resources that differs. Bonham, Nicole A. Apr 1, 2004 1787
Starting over: CPAs can use well-honed skills to help divorcing individuals begin a new chapter on sound financial terms. Burrage, Thomas F. Oct 1, 2003 3910
Aligning strategy with finance: by linking long-term financial planning with strategic planning, governments can increase the likelihood that annual spending plans will accurately reflect organizational mission and values. Oct 1, 2003 945
Taxation of older adults. Schulman, Michael David Jul 1, 2003 1795
Marketing confessions of a financial advisor. Clingan, Eldon R. Jul 1, 2002 1774
Pass the baton without missing a beat: a succession plan minimizes disruption when a senior partner bows out. Balhoff, William E. Mar 1, 2002 3346
Prepaid tuition - a new estate and gift tax strategy. (Estates, Trusts & Gifts). Koppel, Michael D. Dec 1, 2001 374
Rating your fiscal fitness. (Finance). Dec 1, 2001 1108
Reassessing in the wake of terrorism. (Personal Finances). Brief Article Dec 1, 2001 643
Decisive action. Lefley, Frank Oct 1, 2001 2632
Biggest barriers to effective special needs planning: Part 7 in a series of articles. (Special Advertising Section). Harmon, Dave Aug 1, 2001 1486
Counseling older clients. Hibschweiler, Arlene Apr 1, 2001 4776
Who Really Wants to Be a MILLIONAIRE? MARKELS, JAMES N.; SLIVINSKI, STEPHEN A. Nov 1, 2000 1834
HOW ASSET ALLOCATION PAYS. Day, Daniel M. Sep 1, 2000 471
Participant Statements: Make the Most of a Teaching Opportunity. Brief Article May 1, 2000 244
What About Bonds? Rowland, Mary May 1, 2000 817
PFP developments and tools. Phelan, Sarah Jan 1, 2000 1096
Sacrifice now, benefit later. Brown, Carmen L. Brief Article Dec 1, 1999 707
Dollars to Donations. Pellet, Jennifer Oct 1, 1999 1235
Should You Jump Onboard the High-Tech Express? Rowland, Mary Statistical Data Included Sep 1, 1999 1260
Winning over Mrs. Fisher. Curtis, Carol E. Jul 1, 1999 4559
Talking to your PFP client checklist. Feb 1, 1996 236
Once again, don't believe everything you hear. Weinstein, Steven B. Mar 1, 1995 1218
Choosing the REIT stuff: here's how to find opportunity in a down market. Bergsman, Steve Feb 1, 1995 810
Starting fresh in 94: what you need to know before making any career, financial and business moves this year. Cover Story Jan 1, 1994 2904
Employer assisted personal financial planning. Apr 1, 1993 1875
The role of buy/sell agreements in personal planning - part II. Arcari, Virginia A. Jul 1, 1989 1252

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