Article
Planning Ideas and Considerations for Unmarried Couples
by JT Hatfield Smith, CFP®, ChFC®, CLU®, ADPASM, CEP®, and Helen M. Whelan, J.D., LL.M.
Financial service professionals can help inform unmarried couples of the extra steps needed to ensure that this group of clients is prepared in the event of a life-changing event, such as dissolution of a relationship, disability, or death.
Book Review
Numbers Rule Your World
by Kaiser Fung
Reviewed by Gary W. Silverman, CFP®
Few find statistical analysis fascinating. But Kaiser Fung, the author of Numbers Rule Your World, may change that for you. While I don't see this book making you a better investor or planner, I think you will find it enjoyable and may give you some anecdotes that will help you explain the statistics you use in your practice to your staff and clients.
Journal Notice Board
FPA to Launch New E-Publication in 2012; Between the Issues to Sunset
In an effort to provide a platform for innovative and thought-provoking voices in the financial planning profession, FPA will launch a new e-publication in early 2012. As a result, Between the Issues monthly e-newsletter will sunset with this issue. Archived Between the Issues articles and book reviews will continue to be available on the Journal of Financial Planning website. Check your in-box in early 2012 for more information about the new e-publication. Cheers to new things in the new year!
The Journal Is Seeking Submissions
Are you making great contributions to your profession? Share your innovation! The Journal of Financial Planning is a forum for you to share your expertise and expand the body of knowledge in the financial planning profession. Submit your research-based manuscript (about 5,000 words in length) to the Journal for consideration of publication through our peer-review process. Gain recognition among your colleagues and the media, become known as a thought leader, and enhance your professional status.
From the FPA Research Center
Demand for Retirement Income Planning Continues to Grow
Advisers report a continued increase in the percent of clients who have received retirement income products, services, or advice from them in the past 12 months. Learn the most common strategies, tactics, and products used by advisers in a new FPA Research Center white paper and get an analysis of the differences in strategy of advisers who are reporting a higher level of success with their clients' retirement plans. Download the free-to-members white paper today and access articles on this topic in the December issue of the Journal of Financial Planning.
