- Financial Planning
- Financial Planning delivers information and solutions vital to the success of financial professionals. Each month, Financial Planning provides in-depth coverage of cutting-edge issues and trends, industry news and client strategies.
Most Recent Articles from Financial Planning 
Davis Case Final Ruling
Kentucky and 41 other states can continue taxing interest on out-of-state municipal bonds while exempting interest on their own bonds without...
7/1/08 by Peter Schroeders · More from publicationOpen Up!
Why is it that sometimes, when we go to see a professional about a particular issue, we don't always volunteer the information until well into the...
7/1/08 by Dan Veto · More from publicationGet Fees?
Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they...
7/1/08 by Stacy Schultz · More from publicationBOOKSHELF
7 COMMANDMENTS OF STOCK INVESTING Gene Marcial (FT Press, $24.99) "Diversification is a lazy man's game." So writes Gene Marcial in his book, 7...
7/1/08 by Elizabeth O'Brien · More from publicationSaving A Stretch
In a recent private letterruling (PLR 200811028), the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she...
7/1/08 by Ed Slot · More from publicationGrowing Old Together
Many mutual fund managers boast that they've taken the emotion out of investing. Then there's Bruce Berkowitz. The manager of the $9.0 billion...
7/1/08 by Elizabeth O'Brien · More from publication
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