Updated Thursday, August 21, 2014 as of 2:20 AM ET

Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas.

Recent Stories From This Author

ESOPs for Retiring Entrepreneur Clients?

Client Retiring Unexpectedly? What to Do

Social Security: Boost Benefits for Both Spouses

Energy MLPs for Retirement Income?

Better Ways to Work With Retired Women

Client Getting Divorced? Here's What Advisors Should Know

How Should Retiree Portfolios Be Allocated?

How to Help Retirees With Pension Income

Real Estate Income for Retirees?

The Ultimate Client Event? Party at Your Place

How to Explain Your Team's Strengths

Why Good Records Are Critical to Clients' Success

Long Term Care: When a Client Is the Caregiver

Help Clients Reset Retirement Expectations

Travel Tips: Help Clients Heading Overseas

Personal Histories: Smart Way to Reach Clients

Why Fee Transparency Is a Must

Does Your Office Send the Right Message?

How to Talk About Clients' Health

Interest in Defined-Benefit Grows Among Small Business Owners

The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here