Financial Planning

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• Cover Story

• Who Will Succeed?

  By Stephanie Bogan

  As founders look toward selling their firms, they must develop a new generation of rainmakers—and begin compensating them based on individual results.

• Features

• HSA Highlights

  

  By Jeanne Lee

  Health Savings Accounts present opportunities to broaden relationships with small business clients.

• Can We Talk?

  By Richard Mac Hisey

  Financial jargon can undermine the relationship between advisor and client.

• Anatomy of a Recovery

  

  By Stephen Savage

  A new study shows that market recoveries have, on average, returned losses in about 14 months.

• Looking at the Future

  By Editorial Staff

  While no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.

• Columns

Business Consultant

• Let's Make a Deal

  By Glenn G. Kautt

  How does the bargaining power of clients and suppliers affect your business plan?

Industry Insight

• Pleading Poverty

  

  By Donald Jay Korn

  Options for shielding assets from Medicaid are shrinking.

• The New, New Economy

  By Marion Asnes

  As we de-lever, re-allocate, globalize and diversify, the world's markets are realigning. For advisors, that calls for a sharp focus on the basics-with some new twists.

The Elite Advisor

• Time to Say Goodbye

  By John J Bowen Jr

  Once you've decided to cut your client list, here's how to let go of clients who don't fit your profile.

• Industry

• Tackling the Spend-Down

  

  By David E. Adler

  Creating retirement income requires a tax strategy, and it's more complicated than you think.

Fund Manager

• Crazy for Junk

  By Ilana Polyak

  Julius Baer Global High Income makes a case for high-yield bonds—even now.

New Products

• Going Paperless

  By Joel P. Bruckenstein

  Document Management Systems mean cost savings and far greater control.

• New Products

  By The Editors

  A roundup of new products from the editors of Financial Planning magazine.

• Departments

My Word

• Retire Rich

  By Henry K Hebeler

  You may not get rich while you work for the government, but the pensions are amazing.

The Portfolio

• A Perfect Portfolio

  

  By Craig L. Israelsen

  Diversification is the key to the 7Twelve, which outperforms its counterparts—with less risk.

• Core and Casino

  

  By Allan S Roth

  Your clients may lose patience with their core portfolio. To keep them happy, try giving them a chance to make some side bets.

The Practice

• The Art of Appraisals

  By Donald Jay Korn

  The right evaluation of illiquid assets can lead to smarter transfers.

• Seeking Tax Alpha

  By John Phoenix

  The market may be down, but it is full of opportunities for harvesting deductions on losses.

• Trading Places

  By Suzanne McGee

  When a wealth manager changes firms, each client becomes a prospect again. Here's how some top managers dealt with the switch.

The Client

• Military Moves

  

  By Ed Slott

  The HEART Act could give military personnel's retirement a boost.

Data

• First-Quarter Dip

  

  By Frank O'Connor

  New sales fell, but AXA Equitable maintained its hold on sales leadership.

• High Net Worth

Estate Planning

• Twistin' Taxes Away

  

  By Martin M Shenkman

  By mastering the Graegin technique, planners may be able to halve tax bills on illiquid estates.

Practice Profile

• Give and Take

  By Jim Grote

  With a unique combination of expertise in wealth management and philanthropy consulting, Sean Stannard-Stockton works fluidly in both worlds.