The November issue of the Journal of Financial Planning is now available online.
The theme of this month’s issue is tax planning for uncertain times as well as year-end strategies. The issue also features my second column for the Journal discussing strategies advisers are employing to monitor cash flow, not only at year-end, but throughout the year.
Check out my Practices column, Efficiently Monitor Client Cash Flow.
As always, I welcome your comments and feedback. Your thoughts inspire new topics and discussion points that can be covered in more detail in future columns.
