Updated Wednesday, July 30, 2014 as of 1:13 PM ET

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

Recent Stories From This Author

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

Lists
2014 Summer Reading List for Advisors

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