Kathy Kristof, a Financial Planning contributing writer in Los Angeles, also contributes to Kiplinger's and CBS MoneyWatch.

Recent Stories From This Author

Planning for a Cash Windfall

Can't Beat 'Robo Advisors'? This Advisor Joined Them

For Advisor, Survival Plan as Reality

Client Divorce? Follow the Money

Tax & Income Strategies for Older Clients

How Advisor Makes Hourly Fee Pay Off

Advisor Solves Expats' Tax Issues

Advisor Helps Detroit's 401(k) Participants

$560 Million Firm for Police Officers & Firefighters

Advisor's Specialty: Protecting Silicon Valley Riches

California Advisor on Moving to $5 Million Minimum

Prominent Advisor Easing Into a Handoff

How a Passive Strategy Built a $1.8 Billion Firm

At Wheaton Wealth Partners, 'Mind Mapping' the Clients

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