Journal of Financial Planning

01/27/2026

The Journal of Financial Planning has new volunteer editors. 🎉

Kathy Longo, CFP®, has been named Practitioner Editor, and Michael Kothakota, Ph.D., CFP®, joins as Academic Editor, bringing deep real-world and research expertise to one of the profession’s gold-standard publications. Their leadership will help ensure the Journal continues delivering rigorous, practice-relevant insights for CFP® professionals. 📘✨

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Kathy Longo, CFP®, and Michael Kothakota, Ph.D., CFP®, were named the latest volunteer practitioner and academic editors, respectively.

10/01/2025

Check out the October 2025 issue of the Journal of Financial Planning to learn more about serving your business owner clients, including how tax changes in the OBBBA affect their planning strategies, as well as decisions they have to make about compensation and control when they're building up their firms. Plus, peer-reviewed research on what planners really think about ESG and fiduciary responsibilities.

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08/13/2025

🏆 Exciting news! The monthly digital edition of the Journal of Financial Planning has earned an Award of Excellence in the 2025 APEX Awards for Publishing Excellence, marking our 23rd APEX award!

The APEX Awards honor outstanding graphic design, editorial content, and overall communications excellence. We’re proud to be recognized once again! 🎉

07/02/2025

Check out the July issue of the Journal of Financial Planning to learn how you can help clients cover health insurance costs if the Affordable Care Act’s premium tax credits are allowed to expire, what the language around “retirement” says about your clients’ thoughts on that phase of life, and what to look for in CRM software to be more effective in managing client relationships.

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06/30/2025

What are your thoughts on this quote from our December 2024 Journal of Financial Planning issue? Let us know in the comments.

06/23/2025

Take a look at this quote from the Journal of Financial Planning. Sign up today

06/16/2025

This quote from our December issue of the Journal of Financial Planning presents a thoughtful outlook for business owners.

06/09/2025

An interesting perspective to consider from our January issue of the Journal of Financial Planning.

06/05/2025

Check out the June 2025 issue of the Journal of Financial Planning to learn where to invest keep your clients in the markets even during a downturn, tips for developing your personal brand and making sure it resonates with people, and ways to make financial planning research more effective.

Members must be logged in to access: https://bit.ly/3SFF9D4

06/02/2025

A new quote from our January issue of the Journal of Financial Planning. It's important to be strategic in financial management.