SEPTEMBER 2024: LONGEVITY AND LONG-TERM CARE PLANNING
COVER STORY
Beyond the Numbers: Assisting Clients with LTC Concerns
By Danielle Andrus
Statistics and average costs can help paint a picture, but to effectively strategize clients’ long-term care needs, planners need to take an individualized approach.
Click HERE to access the DIGITAL EDITION
PRACTICE MANAGEMENT
Growth Isn’t Just a Destination: Strategies to Fuel Your Growth Journey
By J.J. Peller
To stay on the growth path, planners should remind themselves of why they do this work.
CARE GIVING
Three Phases of Family Caregiving
By Danielle Miura, CFP®, EA
Financial planners are pivotal in helping family caregivers prepare for, endure, and rebuild their lives after caregiving.
WELL-BEING
Life Well-Being as a Portfolio
By Meir Statman
Good financial advisers are well-being advisers, enhancing their clients’ life satisfaction beyond financial security.
FPA NEXT GENERATION PLANNER
Forward Thinking
Beating Business Development Anxiety
By Jack Heintzelman, CFP®
Lead Article
Getting Comfortable with S*!#s
By Hannah Moore
My Career Path
Garrett Jackson on Stepping Up and Saying Yes
Skill Builder
Four Ways to Generate New Business Without Breaking the Bank
Planner Poll
The FPA Community Weighs in on Effective Prospecting Techniques
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
COLUMNS
Women in Retirement
Advising Women in Retirement—Dealing with Dementia
By Alexandra Armstrong, CFP®
A combination of physiological and social factors contributes to the increased prevalence of dementia among older women.
Longevity
Longevity, Ageism, and Cognitive Decline
By Chris Heye, Ph.D.
Ageism and memory problems can hurt your clients’ happiness in their later years.
Digital Assets
The Politics of Bitcoin
By Ivory Johnson, CFP®, ChFC
The financial system is sensitive to political forces, and cryptocurrency is no different.
Your Practice
Finding Joy in Operational Excellence
By Charesse Spiller
Dysfunctional operations can lead to burnout and stress.
RESEARCH
Net Present Value Analysis of Roth Conversions
By Edward F. McQuarrie
Roth conversions are complicated, and there are certain cases where it is a good gamble and other situations where it isn’t. The trick is that future rates are unknown, and the payoff might not be realized for decades.
Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.
DEPARTMENTS
STARTING THOUGHTS
Health, Wealth, and Happiness
By Danielle Andrus
OBSERVER
Millennials and Gen-Z Inheritances, Age 61-65 Retirees, and RIA Firms Doubled
Stat Bank
JFP ACADEMICS
Upcoming Research
IN CASE YOU MISSED IT
Customer Trust and Satisfaction with Robo-Adviser Technology
By Steve Senteio, D.B.A, CFP®, and Larry Hughes, Ph.D.
The public is largely unaware how much AI is being used in robo-advisory services. This study examines how customers rate trust and satisfaction with robo-adviser services.
Click HERE to access Journal of Financial Planning ARCHIVES
