The Financial Planning Journal provides a monthly review of issues that affect how you advise your clients. It includes coverage of domestic and global economic trends, income tax planning, Social Security and Medicare, investment planning, retirement planning, insurance planning.
Practitioner to Practitioner Insights
The Financial Planning Journal gives you the latest news, analysis, trends, and issues affecting this practice area—insights from our team of more than 1,000 expert tax and accounting practitioners. Our featured articles are uniquely reviewed by our esteemed Financial Planning Advisory Board and in-house team of editors so that you get different practical perspectives you can’t find elsewhere. Our advisory board meets regularly to discuss draft articles, raise questions and issues, and contribute to the final published article. The final product gives you scenario analysis with detailed pros and cons of different treatments. No other source gives you practitioner to practitioner guidance like Bloomberg BNA.
Latest Policy Developments
Now you can keep up with all major tax-related federal and state legislative, regulatory, judicial, and policy developments:
Below is a sample issue of Bloomberg BNA's Financial Planning Journal. The Financial Planning Journal is available in print and online. Subscribers may receive headlines and highlights delivered straight to their email.
Financial Planning Journal Sample Issue