INVESTED IN ADVISORS / FEB. 2013
FINANCIAL� PLANNING.COM
PRACTICE
Cross-Border
Planning
p. 49
RIA IQ
Weighing a
Pension
Payout
p. 33
TECH TOOLS
Evaluating
Windows 8
p. 54
TAX STRATEGIES
NEW
After the deal: 15 best moves
to help your clients now. p. 40
Theodore Sarenski, CEO of
Blue Ocean Strategic Capital in
Syracuse, N. Y., has new plans
for medical expenses and muni
bond investments.
Plus: Game change
for estate planning. p. 37