Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas.

Recent Stories From This Author

Family Split on Philanthropy? How to Help

Smart Giving Strategy: Donate Overweighted Stocks

Charitable Giving: What to Ask First

Hidden Pitfalls of Charitable Remainder Trusts

Giving Tip: Bring Clients to Charitable Events

How Much Should Clients Give to Charity?

Connect with Clients' Children

Client Privacy: What to Do About Nosy Family Members

Data Backup: Critical Measures for Advisors

Safeguard Client Data With Smart Hiring

Advisors Beware: Top Tricks of Fraudsters

Worried About Litigious Clients? What to Do

Better Way to Protect Client Data

Advisors: Track Your Staff on Social Media

Global Investing: Help Clients See the Long View

With Global Data, Paint the Right Picture for Clients

Investing in Global Art? Proceed With Caution

In Frontier Economy Assets, Diversification Is Key

Drilling Down on Emerging and Frontier Market Indexes

Beware the Pitfalls of Currency Investments

35 Great Schools for Financial Planning
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