SOFTWARE
FPA-ActiFi Adviser
Technology Reports:
Financial Planning
Software Edition
Now available! This in-depth report
features functionality testing and key vendor information for 10 different financial planning software products. The report is free to members, $495 for non-members. To download or for more information go to www.FPAnet.org/AdviserTechnologySeries.
BOOK REVIEW
Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life
by Doug Lennick, CFP®, with Kathleen Jordan, Ph.D.
Reviewed by Jon Ford, CFP®
www.FPAjournal.org/BetweentheIssues/LastMonth/BookReviews/FinancialIntelligence
INTERACTIVE
Staffing an Advisory Practice
FPA’s Practice Management Center houses an HR/Staff page with links to resources on hiring and firing, benefits and pay, managing and team building, and internships and new planners. Tools include a salary survey matrix and annual review templates. The main page is open to everyone; digging further requires an FPA member login. www.FPAnet.org/PracticeManagement/HRStaff
ONLINE-ONLY ARTICLE
Think Twice Before Taking a 401(k) to the Max
by Irvin G. Schorsch III, CFP®, CIMA, AIF®
In the current environment of rapidly changing tax laws, rising federal deficits, and economic volatility, the trusted remedy of maxing out 401(k) contributions is not the cure for what ails many investors. In fact, many retirement portfolios will experience a positive multiplier effect by combining smaller doses of 401(k) contributions with a variety of investment alternatives. www.FPAjournal.org/BetweentheIssues/LastMonth/Articles/ThinkTwiceBeforeTaking401ktotheMax
PODCAST
The World and Money
For exclusive online-only content from our 10 Questions interview with Ian Bremmer, check out the podcast available at www.FPAjournal.org/home/podcastpage.
INTERACTIVE TALKING POINT
A New World Order?
Ian Bremmer remains generally optimistic about America’s future because our governance system ultimately will allow us to come to grips with fundamental problems such as our mushrooming national debt.
Can American companies (domestic and global) that make standard products remain strong—or even survive—in the long run in the face of competition from emerging market economies?
Can competition from emerging markets make American companies stronger?
Does a strong democratic tradition ensure America’s prosperity?
Discuss these and related questions with your colleagues on the FPA LinkedIn site (member login required).
