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Advanced Search Results For "FINANCIAL planning"

1 - 10 of 107,810 results for
 "FINANCIAL planning"
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A Survey of Planning Tools for Addressing Clients’ Diminished Capacity.

Publication Type:Academic Journal

Source(s):Journal of Financial Service Professionals. Jul2022, Vol. 76 Issue 4, p76-88. 13p.

Abstract:With increased life expectancies comes the increased risk of diminished capacity. Financial advisors can play a key role in helping their clients face this peril and utilize various tools to mitigate the risks associated with cognitive decline. This ar...

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Life Insurance in Qualified Plans— 2022 Style.

Publication Type:Academic Journal

Source(s):Journal of Financial Service Professionals. Jul2022, Vol. 76 Issue 4, p65-75. 11p.

Abstract:The use of life insurance in qualified plans has a long history. In the age of best interest and full client disclosure, financial advisors can most effectively serve clients by shining the light of day on this vital topic. For too long the idea of ins...

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Moving On: Thoughts and Reflections.

Publication Type:Academic Journal

Source(s):Journal of Financial Service Professionals. Sep2022, Vol. 76 Issue 5, p26-30. 5p.

Abstract:In her final column, expert financial gerontologist Sandy Timmermann reflects on the evolving discipline of financial gerontology and how it connects the dots between financial planning and the social science of gerontology. [ABSTRACT FROM AUTHOR]

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Gender Bias in Financial Planning for Retirement.

Publication Type:Academic Journal

Source(s):SDMIMD Journal of Management. 2022 Special Issue, Vol. 13, p73-80. 8p.

Abstract:Socio-economic factor, family structure has impact on the various facets of economy as well as individual's life, specifically after retirement. In the past, primarily India had joint family structure or a compound family structure, which was a great s...

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A Producer’s Credo.

Publication Type:Academic Journal

Source(s):Journal of Financial Service Professionals; Jul2022, Vol. 76 Issue 4, p24-27, 4p

Abstract:Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written ...

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A Decade of Research in the Journal of Financial Planning (2011-2021).

Publication Type:Academic Journal

Source(s):Journal of Financial Planning. Sep2022, Issue 9, p70-81. 12p.

Abstract:• A review was conducted for articles published between 2011 to 2021 in the Journal of Financial Planning (n = 257) to examine themes across theories, datasets, data analysis strategies, research methods, and implications for researchers and practition...

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Effects of risk tolerance, financial literacy, and financial status on retirement planning.

Publication Type:Academic Journal

Source(s):Journal of Financial Services Marketing. Sep2022, Vol. 27 Issue 3, p167-176. 10p.

Abstract:In this study, we investigate the effects of retirement planning on the economic and psychological factors of consumers using a large sample drawn from the 2012 National Longitudinal Survey of Youth. Specifically, we examine the combined impact of risk...

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Obituary for an Amazing Financial Planning Pioneer.

Publication Type:Academic Journal

Source(s):Journal of Financial Planning. Jul2022, Vol. 35 Issue 7, p18-21. 4p.

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Beyond Risk Shifting: The Knowledge‐Transferring Role of Audit Liability Insurers*.

Publication Type:Academic Journal

Source(s):Contemporary Accounting Research. Sep2021, Vol. 38 Issue 3, p2224-2263. 40p.

Abstract:RÉSUMÉ: Au‐delà du transfert de risque : le rôle que jouent les assureurs du domaine de la responsabilité de l'auditeur au chapitre du transfert des connaissances Les autorités de réglementation et les chercheurs ont tendance à se concentrer avant tout...

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What Happens After the Initial Financial Plan Is Complete? Planners must manage client expectations as they move into the implementation phase.

Publication Type:Academic Journal

Source(s):Journal of Financial Planning. Sep2022, Issue 9, p52-55. 4p.

Abstract:The article discusses implementation of a financial plan in a natural progression after providing recommendations to clients. Topics include the critical information at the start of the implementation phase; need of understanding the initial onboarding...

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