Blog & Journal



FPA of Hampton Roads Journal of Financial Planning

 

As part of the Professional Education of the FPA, the Journal of Financial Planning is published monthly. It contains helpful articles and topics that the financial planners in the FPA of Hampton Roads find helpful in their businesses.

 

While most information is only available to the members through a login, some articles are available to the public. Click here to see the latest edition of the Journal of Financial Planning.

 

Blog & Journal

 

Current Edition

 

APRIL 2015

Cover Story

Income-Based Repayment and Loan Forgiveness: Implications on Student Loan Debt
by Jarrod Johnston, Ph.D., CFP®; and Ivan Roten, Ph.D., CFP®
Examine the impact of income-based repayment plans and loan forgiveness on student loan debt and learn the information you need to best serve your clients.

Practice Management

Break that Habit: How to Help Clients Develop Better Investment Habits
by Jay Mooreland
Financial advisers can play a significant role in helping clients develop

Contribution

Retirement Planning for Workers Impacted by the Windfall Elimination Provision

by Laura L. Coogan, Ph.D.; and Shari Lawrence, Ph.D.

 

Past Editions

 

March

Journal of Financial Planning | March 2015 OBSERVER
• Stats & Facts
• Investing Website Names Top 5 Financial Planning Schools
• Long-Term Care Insurance Costs on the Rise

 

February

Journal of Financial Planning | February 2015 | Cover Story

Cutting-Edge Estate Planning Strategies for Effective Wealth Transfer

Journal of Financial Planning | February 2015 OBSERVER
• Stats & Facts
• Risky Business
• Most Investors Prefer In-Person Meetings over Technology
• Knowing Numbers

 

Journal of Financial Planning | Current and Upcoming Topics include:

 

  • Technology
  • Estate Planning
  • Behavioral Finance
  • Ethics, Fiduciary, and Standards of Care
  • Health Care
  • Trends in Investing
  • Marketing
  • Insurance
  • NexGen (of planners and clients)
  • Retirement
  • Client Trust and Communication
  • Succession Planning

 

 

 

Click here to read the latest Press Releases from the FPA