Sharing Insights


Published Articles

Over the years, I have written a number of articles that went beyond my clients and have been published in various financial planning journals. If you are interested, these articles reflect the heart of my approach to financial planning and they give you a very efficient way to see the types of issues that we deal with everyday and how we help clients.

Explaining Risk to Clients: An Advisory Perspective
Oxford University Press September, 2013

Public Policy and Consumer Disclosure for the Income Annuity Market
The John Marshall Law Review 2013

Consumer Financial Protection in the Current Economy
AAII Journal May, 2012

Financial Planning: A Look from the Outside In
Journal of Financial Planning June, 2012

Human Capital and the Theory of Life-Cycle Investing
AAII Journal May, 2008

Life-Cycle Investing is Rolling Our Way
Journal of Financial Planning May, 2007

Insurance-Based Investment Products
Journal of Financial Planning Between the Issues October, 2007

Get Organized! How to Maintain Your Personal Financial Files
AAII Journal May, 2006

What You Need to Know About Long-Term Care Insurance
AAII May, 2006

For Long-Term Investors the Focus Should be on Risk
AAII Journal June, 2005

The Great Debate: Jeremy Siegel and Zvi Bodie, moderator Paula Hogan
NAPFA National Conference April, 2004

The College Planning Smorgasbord
Journal of Financial Planning 2005

How to Make Personal Finance "Connect" With Young Adults
AAII Journal August, 2003

A New Idea for IRA's
Journal of Financial Planning May, 2003

How to Make Personal Finance "Connect" With Young Adults
AAII Journal August, 2003

Planning Perspectives: Generation X
NAPFA Advisor May, 1997

Secrets your Financial Advisor Wished You Knew
CNI Newspapers 1997

Portfolio Theory Creates New Investment Opportunities
Journal of Financial Planning January, 1994

Index Funds Will Let You Sleep Better
NAPFA Advisor December, 1995

Money and Kids: A Parental Guide to Teaching Financial Responsibility
AAII Journal June, 1994


Financial Planning Tidbits

Each quarter we send clients a quarterly round-up of evolving financial planning news and ideas. Weve posted the most current Financial Planning Tidbits here and invite you to take a look.

2016 First Quarter Tidbits

2015 Fourth Quarter

2015 Third Quarter

2015 Second Quarter


Society of Actuaries Committee on Post Retirement Needs and Risks

A core value in our firm is to continuously learn from others and in turn to contribute what we have to offer. An example is my current engagement with the Society of Actuaries Committee on Post Retirement Needs and Risks. I have served periodically on the oversight committee for several of their retirement planning research projects. Like me, you might find their research findings interesting and applicable to your financial planning. I participated on the projects listed below. Check here if you are interested in other research from this committee.

2015 Investment and Retirement Advice: A Guide for Employers

2013 Retirement Survey Report Key Findings & Issues: Experiencing Change in Retirement, includes Paulas co-authored essay on page 40

2013 Retirement Survey Report Key Findings & Issues: Understanding and Managing the Risk of Retirement



Life Transitions
Life Transitions
Growing up, getting married, having children, planning a child's wedding, planning your own retirement... we call these moments life transitions, and each has its own special financial needs.
Paula's Recommended Reading List
Paula's Recommended Reading List
Over the years, I have found useful information and insight in a variety of investment and history books as well as in great literature, biographies, and fun novels. I wanted to share some of them with you.
Copyright © Paula Hogan 2015. All Rights Reserved.
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