Tag Archives: Quicken

Journal of Financial Planning: Efficiently Monitor Client Cash Flow

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.