Financial Planning

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• Features

• Rethinking Retirement

  

  By Donald Jay Korn

  Stocks and housing prices are down and so are clients' spirits. But they may be overreacting to the bad news.

• Retirement: A Changing Vision

  By Stacy Schultz and Richard Bierck

  With the bulk of baby boomers on the far side of 50, the push is on to redefine retirement. We asked experts and visionaries to share their ideas.

• Columns

• The Wrong Direction

  By Bob Veres

  Putting Mary Schapiro at the helm of the SEC will be a death knell for fiduciary standards. Planners, beware.

• Icing on the Cake

  By Deena Katz

  Yes, your clients may have to work in retirement. But if you engage them in the right discussions, you can help them see this as a plus.

• The Path to Discovery

  By John J. Bowen Jr

  How well do you know your clients? With today's tough markets, you need to know more than their assets and net worth.

• Industry

• No Exit

  By Brooke Southall

  One unsung victim of the collapsing financial markets is the advisor who wants to sell the business and retire.

Fund Manager

• Eye on the Balance Sheet

  By Ilana Polyak

  Yes, the Auxier focus manager sees great deals, but he's still treading carefully.

• Departments

My Word

• Mass Appeal

  By Marc S. Freedman

  Oversold and underserved, the mass affluent could be the base of your planning business.

The Portfolio

• Climbing to Retirement

  

  By Ilana Polyak

  A bond ladder can provide steady income for retired clients. Today's steeper yield curve gives the strategy an added boost.

• Moving Targets

  

  By Donald Jay Korn

  Despite large losses, target-date funds are holding fast to their investing philosophy.

• Crash Helmet

  

  By Craig L. Israelsen

  Proper rebalancing can help protect a portfolio when markets fall apart.

The Practice

• The Best Defense

  By Scott Schutte

  With assets down and clients expecting planning services, it may be fairer to them—and to yourself—to charge based on a pricing menu.

The Client

• Cashing Out

  

  By Ingrid Case

  For many business owners, selling is the only route to a comfortable retirement. But right now, selling out is tough to do.

• Navigating New Terrain

  

  By Chris Degrassi

  Revised rules for 403(b) plans are taking school districts into uncharted territory. New business awaits advisors who can become their guides.

Data

• Run for Cover

  

  By Stacy Schultz

  Mutual funds saw historic outflows in the fourth quarter as assets moved to treasuries and ETFs.

• High Net Worth

• Can You Dig It?

  

  By Suzanne McGee

  Infrastructure investing may be the next boom or the next bubble. Either way, we're going to build.

Estate Planning

• Saving by Giving

  

  By Martin M. Shenkman

  Charitable lead trusts can substantially reduce tax on gifts or bequests to clients' children.

Practice Profile

• Always Available

  By Jim Grote

  Stepp & Rothwell's highly personalized service keeps clients loyal—and willing to pay substantial fees based, in part, on their earnings.