15 Why Women Should Not Ignore Prenups And Postnups Women out of the workforce might still need the protection of these agreements later . By Jacqueline Sergeant
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33 A Tax Hit And A 403 ( b ) Marguerita Cheng found solutions after this client couple got a big tax hit while trying to pay off their mortgage . By Karen DeMasters
40 Capital Preservation + Price Appreciation = Results The FMI Common Stock Fund has a successful 40-year track record . By Jeff Schlegel
43 Students Anxiously Await New Student Aid Rules Will the Department of Education ’ s debut of the simplified FAFSA form meet expectations or receive an F ? By Jennifer Lea Reed
45 Where Annuities Fit In The Puzzle Where and how should annuities figure in retirement-income planning ? By Ben Mattlin
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52 Some Good News ( At Last ) For Long- Term-Care Insurance But skeptics say it ’ s too soon to cheer . By Ben Mattlin
60 New Heirs Present An Opportunity To Advisors Here are six key steps for professionals who want to serve the generation set to receive so much wealth . By Joy Crenshaw
Business Management
INVEST IN WOMEN
15 Why Women Should Not Ignore Prenups And Postnups Women out of the workforce might still need the protection of these agreements later . By Jacqueline Sergeant
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Are Rates And The Stock Market Hurting The Value Of Your Firm ? Three merger and acquisition specialists say the market for advisor firms is still robust . By Tracey Longo
HOW I SOLVED IT
33 A Tax Hit And A 403 ( b ) Marguerita Cheng found solutions after this client couple got a big tax hit while trying to pay off their mortgage . By Karen DeMasters
Wealth Management
PORTFOLIO SPOTLIGHT
40 Capital Preservation + Price Appreciation = Results The FMI Common Stock Fund has a successful 40-year track record . By Jeff Schlegel
COLLEGE PLANNING
43 Students Anxiously Await New Student Aid Rules Will the Department of Education ’ s debut of the simplified FAFSA form meet expectations or receive an F ? By Jennifer Lea Reed
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RETIREMENT
45 Where Annuities Fit In The Puzzle Where and how should annuities figure in retirement-income planning ? By Ben Mattlin
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 54 .
CE exams are online at fa-mag . com / ceenter .
2 | FINANCIAL ADVISOR MAGAZINE | JUNE 2023 WWW . FA-MAG . COM
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5 Ideas For Clients To Delay Social Security Until Age 70 Social Security generously rewards those who wait . By Paul R . Samuelson and Alyson Dorosky
Dynamic Retirement Spending For Changing Times Retirement doesn ’ t look the same as it did three years ago . Here ’ s how you can help clients turn their assets into income to meet their spending needs . By Colleen Jaconetti
INSURANCE
52 Some Good News ( At Last ) For Long- Term-Care Insurance But skeptics say it ’ s too soon to cheer . By Ben Mattlin
PARTING SHOT
60 New Heirs Present An Opportunity To Advisors Here are six key steps for professionals who want to serve the generation set to receive so much wealth . By Joy Crenshaw