FA Magazine January/February 2025 | Page 3

Columns 17
20 22 24 25
In Every Issue

Contents

JANUARY / FEBRUARY 2025

32 8

Columns 17
20 22 24 25
COVER STORY
Change In Washington And The Workplace
As 2025 begins , investors will be looking at AI , deregulation and the bond market . By Evan Simonoff
The Big Picture 10 Things No One Tells People About Retirement By Robert Laura
Advisor Marketing Top 5 Marketing Pillars Of 2025 By Susan Theder
Financial Life Planning Conversation Saboteurs By Mitch Anthony
Charitable Planning Unlock Growth With Philanthropy In 2025 By Stephen Kump
The Long View 12 Questions For Philanthropists By Dambisa Moyo

In Every Issue

Editor ’ s Note
15
Advisor Emporium
56
CE Tests
Frontline
11 Senate Committee Warns Of Property ‘ Crash ’
12 Supreme Court Ruling Could Hike Taxes When Business Is Passed
13 Can Trump Really End Taxes On Social Security ?
14 Populist Congress Mulls IRA Caps , Scrapping Backdoor Roths
IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JANUARY / FEBRUARY 2025 | FINANCIAL ADVISOR MAGAZINE | 1