MEDIA REVIEWS - May 16-23, 2010

I apologize: I didn't do a very good job of winnowing down the number of important articles because there were too darn many good ones in this 40th Anniversary issue of Financial Planning magazine, ranging from Stephanie Bogan offering a 3-factor model for identifying what kind of planning firm you have, to profiles of Bill Bengen and Dave Yeske, to an article on investing in microlending organizations, to Martin Shenkman offering a detailed analysis of how GRATs are about to be radically disempowered and Ed Slott reminding us to have clients take their required minimum distributions this year.

I also wrote the cover story, which I briefly summarize; it basically predicts a fairly dramatic upcoming 10 years, driven by evolutionary change that will make today's planning practice seem awfully quaint to the advisor of 2020.

Let's hope the editors of our trade magazines don't follow this example and create relevancy in nearly every article in the publication; we have too much to read already.