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FEBRUARY 2017

FEBRUARY 22, 2017 - WEBINAR - Journal in the Round - Changing the Approach to College Funding Advice
Joe Messinger is joined by Money Magazine education expert Kim Clark to discuss Messinger’s 3 step college pre-approval plan he developed to help planners advise clients on a realistic and viable education plan. Their discussion is followed by a live Q and A.

Cover Story

Changing the Approach to College Funding Advice

by Joe Messinger, CFP®, ChFC®, CLU®

The way we shop for college is all wrong. Our role as financial planners needs to go beyond simply telling clients to save for the cost of college. This article proposes a new approach to providing college funding advice.


Practice Management

Are You Ready for the DOL Fiduciary Rule?

by Nicole Newlin
If the transition to the new, DOL-sanctioned fiduciary process leads you into unknown territory, outsourcing fiduciary responsibility for retirement accounts may be an option for you.


​Contribution

Retirement Income Showdown: Risk Pooling Versus Risk Premium

by Wade D. Pfau, Ph.D., CFA

The message of this research is that risk premiums do not obviously outperform risk pooling as a way to meet retirement spending goals.

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FPA Retreat 2017

FPA Retreat helps planners learn both the art and science of being an intuitive financial planner. 

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