Journal of Financial Planning
July 2020 I Volume 34 I Number 7
Explore the full issue online here
Journal of Financial Planning
Cover Story
Making the Transition from Financial Planning to Longevity Planning
by Robert B. Mauterstock Jr., CFP®, CLU®, ChFC®, CLTC®
In this Issue
Featured Articles
Helping Clients Avoid Lifestyle Creep
By
Health and Aging Planning in a Post-Pandemic World
By
Financial Planning Lessons from My Mother
By
Featured Research
Identifying What Investors Value in a Financial Adviser: Uncovering Opportunities and Pitfalls
By
Journal of Financial Planning
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