Financial Planning

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• Features

• Mom, Apple Pie & Financial Education

  By David E. Adler

  How do you get the attention of scared, frustrated clients? Teach them, teach them, teach them... but teach them what?

• College Panic

  By Donald Jay Korn

  Daunting costs and diminished funds to pay for them—that's what parents of college-bound teenagers are worried about today. Here's how to help them make higher education affordable.

• Columns

• Cosby, Plato and You

  By Deena Katz

  How well do you understand your clients? How well do your plans reflect their needs? Do you recognize your clients' unique take on reality?

Industry Insight

• A Swiftly Tilting Planet

  By Bob Veres

  Finally, regulatory reform that recognizes what end clients need—advisors who are required to do right by them.

The Elite Advisor

• Expert Positioning

  By John J. Bowen Jr.

  Affluent clients want their advisors to be experts. But you don't have to know everything to be one.

• Industry

• Time to Reevaluate

  By Katherine Reynolds Lewis

  After taking a hard hit in 2008, target-date funds are under Washington's microscope. Consider it a dress rehearsal for financial services reform.

Fund Manager

• Critical Care

  By Ilana Polyak

  Kris Jenner of T. Rowe Price Health Sciences says healthcare reform makes investing a delicate operation.

• Departments

My Word

• Risky Business

  By Henry K. Hebeler

  From unk-unks to OSIFs, the one thing we know for sure about planning is how much can go wrong.

The Portfolio

• Bad Match

  By Craig L. Israelsen

  Overly aggressive target-date funds ignore the fact that investors may choose to cash out after they retire.

• The New Stocks

  By Donald Jay Korn

  Bonds have delivered equity-like returns with less risk over the past two decades and that performance may continue.

The Practice

• SEC Calling

  By Ken Fisher

  Should you be concerned about the SEC's plans to contact clients? No way! Let the Feds instill confidence in your work.

The Client

• Double Jeopardy

  By Mary Quist-Newins

  Because women are often both givers and receivers of long-term care, they need a plan in place to manage their risks.

• A Fine Line

  By Karen Lee

  When working with couples, it's easy to feel like a therapist sometimes. The trick is to manage the boundaries between planner, confidant and friend.

Data

• Record-Breaker

  By Stacy Schultz

  Mutual funds saw record inflows in the second quarter, especially in bonds. But what does it all mean for the rest of the year?

• High Net Worth

Estate Planning

• Keep Giving

  By Martin M. Shenkman

  These creative techniques will help clients keep their philanthropic plans on track, despite a straitened portfolio.

Practice Profile

• Domestic Affairs

  By Jim Grote

  Elaine King has an international background, but her new specialty, divorce planning, is based right at home.