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Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Financial Advisor October 2010 Karen Demasters	Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help.
The Motley Fool January 23, 2007 Mary Dalrymple	Rent or Buy? Is it time to take the leap into homeownership?
The Motley Fool June 22, 2007 Dan Caplinger	Is Renting the Smart Move Now? In a troubled housing market, is staying on the sidelines wise?
Financial Advisor November 2007 Karen DeMasters	Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice.
Financial Planning June 1, 2010 Jeanne Lee	House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes.
Financial Planning August 1, 2011 Jim Grote	Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
Financial Advisor March 2012 Eric Rasmussen	Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it.
Financial Planning January 1, 2013 John E. Grable	Financial Planning for All: An Insurance Solution A modest AUM tax could make financial planning available to all American families.
The Motley Fool August 31, 2009 Dan Caplinger	This Could Be the Best Move You Ever Make The plummeting housing market hasn't just thrown millions of homeowners under the wheels of their mortgage debt; it has also thrown into question whether buying a home really ever makes economic sense.
Investment Advisor June 2008	Planning for Those in Real Need Millions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are the people helped by the Foundation for Financial Planning.
Financial Advisor August 2006 Tracey Longo	Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states.
Financial Planning February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
Financial Planning March 1, 2012 Allan S. Roth	The Ethics Dilemma In theory, planners are expected to act as fiduciaries for their clients, meaning that a planner must put a client's best interests ahead of his or her own. In practice, no human being is truly capable of doing this because in the real world our ethics aren't pure.
Financial Planning January 5, 2008 Marion Asnes	Editor's Letter The Editor's thoughts on the current state of the economy, and New Year's wish for the financial planning community.
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
The Motley Fool October 18, 2006 Selena Maranjian	Choose: Your Mortgage or Your Retirement One obvious choice that many of us face when we've got some extra money to sock away is whether to apply it to our mortgage or our retirement. So, what's the right choice?
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
The Motley Fool March 9, 2007 Selena Maranjian	It's Not So Crazy to Rent In certain situations, renting does have its benefits.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Financial Planning August 1, 2012 Scott Wenger	The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is.
AskMen.com Nick Kennedy	Real Estate In 2009 By and large, home prices have come down nationwide over the past 18 months or so. That's bad news for anybody who bought a home, built some equity in it and planned on using that equity for personal expenses or retirement.
AskMen.com Ryan Ortega	Can I Afford: A House? There are three important tests that will help you determine whether you can really afford a house: the housing ratio, debt obligation ratio and down payment percentage.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Planning December 1, 2010 Mary Quist-Newins	Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners.
Financial Planning October 1, 2013 Allan S. Roth	Tell Clients: Time to Pay Off the Mortgage The move could offer a simple way to cut risk and boost returns, but many advisors don t see it that way. Here's why they should.
Financial Planning October 1, 2005 Kathy Gevlin	Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers.
AskMen.com November 26, 2000 Luis Rodrigues	Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?"
Financial Planning October 1, 2012 Scott Wenger	Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem.
Financial Planning August 1, 2013 Scott Wenger	Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Financial Planning June 1, 2010 Aaron Coates	Is it Planning? Why does the industry have difficulty differentiating financial planning? Perhaps because we practitioners don't do it ourselves.
The Motley Fool April 12, 2007 Brian Lawler	Think Your Mortgage Deduction Is Safe? Wrong! Those buying a home just for the mortgage tax deduction could be in trouble.
Registered Rep. December 1, 2005 Todd K. Ballenger	Go With the (Reverse) Flow Help your clients by reversing outdated thinking about reverse mortgages. Learn to accommodate more of their "I needs" and their "I wants." Regard a reverse the way you would a forward mortgage: It is simply a device for improving cash flow.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Investment Advisor June 2010 James J. Green	FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups.
Financial Planning December 1, 2005 Marshall Eckblad	Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life.
Investment Advisor September 2007	Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc.
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
The Motley Fool April 19, 2007 Rich Duprey	Get Married to Your Mortgage Make "till death do us part" a solemn vow of your home mortgage.
Financial Planning June 1, 2011 Pamela Christensen	Pre-Planning Advice Today's difficult economy has boosted demand for budget coaching, which means there's a huge underserved population looking for the kind of help not normally found on our profession's service menu. Here's how planners can fill the void.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
The Motley Fool March 2, 2006 Selena Maranjian	Homeowners 73, Renters 2 There may be more benefits to owning your home than you thought. David Bach, author of The Automatic Millionaire Homeowner, recently weighed in with some more advantages of owning.
Financial Planning January 1, 2009 Stacy Schultz	Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.