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| Having a financial plan builds confidence and saving Reuters NEW YORK (Reuters) - Americans who have a financial plan of any sort not only feel more confident and are more optimistic about their futures, but are also saving more and getting into financial trouble less than those without a plan, according to a new ... See all stories on this topic » | ||
| Financial Planning Critical Regardless of Wealth: Survey Financial-Planning.com As Americans struggle in the recession's aftermath to prepare for retirement, those who have taken the time to put together a financial plan feel more confident and report more success managing money, savings and investments than those who have not. See all stories on this topic » | ||
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| Families with Financial Plans Manage Money Better Accounting Today The report, released Monday by the Consumer Federation of America and the Certified Financial Planner Board of Standards, found that by a margin of 50 percent to 32 percent, and for all but the lowest income bracket (under $25000) where few have a ... See all stories on this topic » | ||
| Financial planner sentiment decidedly cautious Money Management While financial planners are still very much sticking to 'safe haven' investments like term deposits and cash, this particular study did not take these components in to consideration. As such, Wealth Insights found that over the next 12 months the majority of ... See all stories on this topic » | ||
| Why advisers can't get insurance Wealth Professional As Australian financial advisers are forced to pay sky high professional indemnity (PI) insurance premiums in order to meet ASIC requirements, Wealth Professional discovers why one of the country's leading insurers won't touch financial planners. According ... See all stories on this topic » | ||
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| SMEs: win back this lucrative market from accountants Wealth Professional Superannuation planning is amongst the most popular areas of advice sought by owners of small to medium enterprises (SMEs), but accountants are getting the lion's share of this business. Should financial planners be targeting SMEs? According to the latest ... See all stories on this topic » | ||
| Have your say on AFA Code of Conduct Wealth Professional The Association of Financial Advisers (AFA) has launched a consultation paper on its new code of conduct, giving planners the opportunity to have their say before the code is finalised. AFA CEO Richard Klipin said that the regulatory change agenda has ... See all stories on this topic » | ||
| IRS Nationwide Tax Forum to be Held in Chicago Kansas City infoZine The IRS invites enrolled agents, certified public accountants, certified financial planners and other tax professionals to register early for one of the six IRS Nationwide Tax Forums being held this summer. Those who take advantage of the early registration save ... See all stories on this topic » | ||
| Superannuation funds demand more time on risk reserves Money Management "As such, this is just about the worst possible three-year period in history in which to ask members to bear the costs of creating an Operational Risk Financial Requirement," the submission said. ASFA said it was ... Planners face trail commission confusion ... See all stories on this topic » | ||
| Newsletter Marketing Guide from WPI Communications Offers Tips, Best ... PR Leap (press release) COM) WPI Communications, Inc., a newsletter marketing firm that helps accountants, attorneys, financial planners, dentists, physicians, physical therapists and others increase revenue through more professional referrals and patient contact, released a ... See all stories on this topic » | ||
| Romney May Have Paid No Federal Income Tax From 1999 to 2001 Huffington Post Bloomberg Business News and the Washington Post are guessing that Romney may have paid near zero federal taxes in 2009 due to losses on his investments resulting from the financial crisis. They probably have the right idea, just the wrong year. It is true that Romney suffered capital losses on his investments in 2009 that might act to shield much of his income in that year from taxes, but he would have to be a complete idiot to allow his tax planners to file a return showing no income taxes paid just as he was ... See all stories on this topic » | ||
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| Plan Now for Your Retirement By EveEditor It's never too early to engage the services of a financial planner, says Elaine Gennawey, a financial advisor with Morgan Stanley Smith Barney in Laguna Niguel, Calif. Gennawey, who is also a chartered retirement planning counselor, says ... WomenCentric | ||
| It's Time For The Next Generation Of Monte Carlo Analysis Software ... By nospam@example.com (Michael Kitces) The inspiration for today's blog post is a recent discussion I had with another financial planner, who was very critical of using Monte Carlo analysis, suggesting that it provides results which aren't meaningful to clients because it doesn't help ... kitces.com | Nerd's Eye View | ||
| Complicated Asset Division During Divorce - Berkman Bottger & Rodd By Jacqueline Newman Also through mediation or collaborative divorce, you can work to minimize taxes and maximize benefits by consulting financial planners, accountants, appraisers, actuaries, and retirement specialists. New York divorce lawyers with experience ... Berkman Bottger Newman & Rodd,... | ||
| Couples Are Urged To Be More Open With Each Other... | Stuff.co.nz By David Potts They look sheepish and talk in generalities. But that's when they'll be locked in one income and things can go badly." Many financial planners recommend young couples sign a pre-nup, officially a binding financial agreement. But Moran has a ... Stuff.co.nz - Business | ||
| Get a free consultantion on your Home loan needs Call 8050024555 ... MyFinPlanner Provides Complete Online Solution for Financial Planning, Insurance Advisory, Tax Planning, Mutual Fund Advisory, Stock Advisory, Child's Future Planning and Retirement Planning Programs in India. MyFinPlanner is an ... Latest items added - Tuffclassified... |
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| How to Pick the Right Financial Planner | fox4kc.com – Kansas City ... A lot of people have questions about the volatile stock market and sluggish economy, and are turning to financial planners for help. But how do you find the right ... fox4kc.com/2012/07/.../how-to-pick-the-right-financial-plann... | ||
| Choosing The Best Financial Planner | PeriHelion Journal Financial advisors usually advise their clients on how to best invest, save and grow their hard earned money. These professionals can help you tackle specific ... www.perihelionjournal.com/choosing-the-best-financial-plann... | ||
| The "Feelgood Effect" of Financial Planning | RIA Rising Data released today by the CFP Board of Standards and the Consumer Federation of America that suggests households that have financial plans may actually ... wealthmanagement.com/.../feelgood-effect-financial-planning | ||
| Financial Planning Education Center Careers in the financial planning industry are expected to grow much faster than the average for all other occupations. Financial, risk, securities, and investment ... financialplannersalary.com/education/ | ||
| According to the Household Financial Planning Survey, financial goals] – do you feel you are ahead, behind, or just about where you should be at this point? Planners feel more confident about managing money, ... www.cfp.net/.../2012_Household_Financial_Planning_Survey... | ||
| Certified Financial Planner Board of Standards | Boomer Consumer ... Boomer Consumer - The Boomer Consumer is dedicated to helping boomers get what they want in life through using consumer information, making effective ... blog.seattlepi.com/.../certified-financial-planner-board-of-stan... |
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