Journal of Financial Planning: March 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: March 2025 March 2025 More from this issue Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025 An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025 Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025 Related Events 2026 FPA Puget Sound Symposium Thu, Apr 16, 2026 Seattle Summit Convention Center
Planning Strategies After the Social Security Fairness Act By Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguished; and Creyton Vincent March 2025
An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors By Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP® March 2025
Unlocking Client Loyalty: Effective Communication for Financial Advisers By Kristine McManus March 2025