We’re wrapping up a decade, readers! And the last year in this decade has been another good one for the FPA Practice Management Blog powered by the Journal of Financial Planning.
This holiday season, we’re recapping the top 10 most-read blog posts of 2019 in two separate posts.
Take a look part one of the top blog posts of 2019.
1.) Are You and Your Clients Making These Estate Planning Mistakes?
This piece originally appeared in the Journal of Financial Planning’s Observer section. It recapped the top estate planning mistakes, like not having a will, only having a will, not updating beneficiaries or neglecting digital assets.
2.) Should You Include Social Security in Your Clients’ Financial Plans?
This piece, written by Mark Friedenthal, founder and CEO of Tolerisk, and Dylan Zhou, a high school senior who interned at Tolerisk, explored how to include Social Security in a client’s financial plan because while the Social Security system needs reform, it isn’t going away.
3.) 8 Components of a Social Media Policy
It’s been seven years since we first published this piece by Claudio Pannunzio of Curex Group (but formerly of i-Impact Group). This is the epitome of evergreen content, because even though the social media landscape has changed since 2012, Pannunzio’s advice for developing a policy are still valid and relevant.
4.) Setting Your OOO Message: Best Practices
This post by Joni Youngwirth of Commonwealth Financial Network explores best practices of your out of office message so your clients and colleagues don’t feel abandoned by you when they email you when you’re away. There’s even a handy template in this post for you to use.
5.) How to Handle Clients with Estate Tax Issues: A Financial Planner’s Guide
David D. Little of Hartog, Baer & Hand gives planners handy tips to educate clients on the costs, complexities and risks of various estate planning tools like grantor-retained annuity trusts and qualified personal residence trusts, among others.
Stay tuned to the blog on Thursday for the remaining top most-read posts of 2019.
Ana Trujillo Limón is senior editor of the Journal of Financial Planning and the FPA Next Generation Planner. She also edits the FPA Practice Management Blog. Email her at alimon@onefpa.org, or connect with her on LinkedIn.
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