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Your search keyword '"FINANCIAL planning"' showing total 8 results
8 results on '"FINANCIAL planning"'

1. Help Aging Parents With Their Finances.

Author

AMBROSE, EILEEN and BLOCK, SANDRA

Subjects
*OLDER people, *FINANCIAL planning, *ESTATE planning, *POWER of attorney, *ASSETS (Accounting), *FINANCIAL planners, *FINANCE
Abstract

The article offers suggestions on how people can help their aging parents with their finances. Topics discussed include the need to start the conversation with the parents regarding financial planning, with topics such as estate-planning and powers of attorney; the need to review the bank and credit card statements of the parents; and the need to assess their assets and income. Also mentioned is the need to take help from financial advisors if needed.

Published
2018

2. 2007 Outstanding AFCPE Conference Paper: Assessing the Use and Usefulness of Current Financial Resources for Civilian Military Spouses.

Author

Plantier, Jennifer Hobbs and Durband, Dorothy Bagwell

Subjects
*ARMIES, *FINANCIAL planners, *FINANCIAL planning, *FINANCE
Abstract

Most military installations have the resources available to operate as an independent community. However, immediate access to these resources tends to promote societal disconnection for the civilian military spouse (CMS). This disconnection leaves the CMS with many misconceptions when it comes to certain life skills. The Department of Defense (DoD) has attempted to answer these concerns with the introduction of well being plans to open the door for the CMS to seek personal financial assistance. However, this study found that CMSs preferred to seek financial assistance from formal, nonmilitary resources such as professional financial planner/ counselor and informal financial resources such as family and other military spouses. The findings provided implications for marketing, financial literacy program consistency, and military retention. [ABSTRACT FROM AUTHOR]

Published
2007

3. Why having a flawed relationship with your professional advisors can set you back.

Author

Mandell, David B. and Fay, Christopher

Subjects
*PHYSICIANS, *FINANCIAL planners, *FINANCIAL planning, *INVESTMENT advisors, *FINANCE
Abstract

Discusses the disadvantages of having flawed relationship between physicians and their financial professional advisers. Need to evaluate financial advisers; Flaws in physician-adviser relationships; Problems when physicians fail to understand subspecialties in tax, law and finance. INSETS: Take-Home Message;Warning signs of 'flawed' professional advisory relationships.

Published
2005

4. A LIFE MAKEOVER.

Author

Nash, Sheryl Nance

Subjects
*RETIREES, *FINANCIAL planning, *POLICEWOMEN, *FINANCIAL planners, *FINANCIAL security, *FINANCE
Abstract

The article discusses financial planning for retirees. Leslie Henderson has been as a police officer for the Houston Police Department for 20 years. She needs to prepare her finances first before retiring from her job. She bought herself a house as an investment aside from her compensation plan and her car. To give her a better financial status in the future, she hired Jocelyn Wright, a certified financial planner. Wright will give her advice on what, when and where to invest.

Published
2006

5. A Gay Couple Awaits The Justices’ Decision.

Author

LIEBER, RON and Bernard, Tara Siegel

Subjects
*SAME-sex marriage, *FINANCIAL planning, *FINANCIAL planners, *TAXATION of married people, *GAY couples, *TAXATION, *SAME-sex marriage laws, *FINANCE
Abstract

The article discusses the possible legal implications of the U.S. Supreme Court's decision to hear same-sex marriage cases, focusing on financial planning considerations for gay married couples. The article highlights the financial planning situation of financial planner and Brian Thompson and teacher Benjamin Rogers, a gay married couple in Illinois, including considerations of taxation and the complexity of financial laws regarding gay couples.

Published
2015

6. A New Year's MONEY RESOLUTION.

Subjects
*PERSONAL finance, *FINANCIAL planning, *FINANCIAL planners, *FINANCE, *SAVINGS
Abstract

Presents tips on financial planning for 2004 and beyond. Importance of determining short-term, intermediate and long-term financial goals; Identification and resolution of issues that hinder financial freedom; Suggestion with regard to consulting a financial planner.

Published
2004

7. LOVE & MONEY.

Author

Opdyke, Jeff D.

Subjects
*PERSONAL finance, *MARRIED people, *FINANCIAL planning, *PRENUPTIAL agreements, *FINANCIAL planners, *FINANCE
Abstract

The article provides answers to nine questions pertaining to personal finance for newlyweds and the role that money plays in a relationship. Couples should discuss their financial assets and liabilities before getting married, the type of debt a partner-to-be has, spending habits, financial aspirations and duties, career expectations, and the number of checkbooks that will be used. Financial planner Lauren Gadkowski makes a suggestion for approaching the topic of a prenuptial agreement.

Published
2006

8. Sometimes It Takes A Sherlock.

Author

Morgenson, Gretchen

Subjects
*STOCK prices, *CORPORATE accounting, *INVESTMENT advisors, *INVESTORS, *FINANCIAL planners, *FINANCIAL statements, *INVESTMENT analysis, *INVESTMENTS, *CONSULTANTS, *FINANCIAL planning, *CORPORATION reports, *ACCOUNTING, *CORPORATE finance, *FINANCIAL management, *MISLEADING financial statements, *STOCKHOLDERS, *PRICES of securities, *FINANCE
Abstract

Focuses on the advice of Robert A. Olstein, stockpicker and overseer of the Olstein Financial Alert fund. Olstein's ability to analyze financial statements and spot anomalies that understate or overstate performance; Comments of Olstein regarding accounting rules and estimates; Examples of how managers' assumptions can lead investors astray; Background on the overpriced stock of the Computer Sciences Corporation and the underpriced stock of American Greetings.

Published
2004

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