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
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