October 2004

Beyond 55

by Tracey Longo

Veterans advisors stay working, but on their terms

When Your Partner Is Your Spouse

by David Drucker

Do household role carry over to the office?

Planning For The Long Gains

by Raymond Fazzi

Christopher Franklin urges his NFL player clients to look beyond the gridiron in their planning.

Family Offices: Assets And Motivations

by Hannah Shaw Grove and Russ Alan Prince

A survey spotlights some surprising preferences and motivations.

Investing For Retirement

by Tracey Longo

Planning to avoid the zero-sum game.

Stepping Cautiously In The Bond Market


Experts expect interest rates to rise, and are carefully assessing options.

Practice Efficiency Explored

by David L. Lawrence

Integrating risk profiling systems efficiently with your practice operations.

Passion Prospecting

by Ron Carson

The things you love to do may be your strongest recruiting resource.

Year-End Tax Strategies, Edition 2004

by Eric L. Reiner

AMT and historically low tax rates demand advisors‚ attention.

Are Big Tax Savings Really Worth the Risk?

by Gregory Bresiger

IRS cracks down on individuals with questionable shelters.

New IRS Guidance On Car Donations

by Michael E. Kitces

Surviving an audit in the coming crackdown.

Advisors Moving Trusts For Cost Savings

by Gail Liberman

An exodus from high-tax states is underway.

Contingency Planning And Rule 206(4)-7

by Oren Chaplin and Thomas Giachetti

What must an advisor do to comply?

Looking At The Long Term

by Marla Brill

Despite recent setbacks, this fund‚s winners have outpaced losers over time.

Your SMA Business Primer

by Sydney LeBlanc

Start here to learn how to open separate accounts for your clients.

Uncommon Wealth

by Eva Marer

This private brokerage has grown at a blazing rate in the last decade.

Thanks For The Memories


Jerry Wade wants children to learn about World War II from the source.

The Last E-mail Ever Read

by Mark Goldberg

We near the demise of the most important communication tool of our time.

Secondary Market For Life Insurance Heats Up

by Marla Brill

Clients may benefit from selling policies, but due diligence is a must.

Advisor Emporium


SBPlanner Develops Bond Analysis Tool Spring Lake Heights, N.J.–based SBPlanner...

Editor's Note


Putting The Profession On The Map Back in July when the Financial Planning Association filed a lawsuit against the Securities and Exchange Commission, many advisors could...

Frontline News


Francis Named CFP Board Chair-Elect A PricewaterhouseCoopers advisor with more than 20 years‚ experience in the financial planning field has been named 2005 chair-elect of the Certified...