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Cover Story: Insurance

Reassessing Risk
by Jordan H. Smith, J.D., LLM
If you’ve overlooked indexed universal life as an alternative to traditional conservative investments, it may be time to take an analytical look at this product.

Practice Management

The Central Role of the Planner in Business Liquidity Events

by Timothy K. Bronza, CPA/ABV, ASA; Paul H. Auslander, CFP®; and Alan H. Marrullier
Financial planners are uniquely positioned to help clients who are private business owners with succession planning, valuation, and corporate finance.


Psychology, Money, and Marital Arguments: What Shapes a Woman’s Happiness Level?

by Melissa J. Wilmarth, Ph.D.; Martin C. Seay, Ph.D., CFP®; and Sonya L. Britt, Ph.D., CFP®

This research reveals a negative association between a woman’s relative income contribution and her reported happiness levels, suggesting that being aware of the psychological factors that influence clients is important in retaining married clients.


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