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Your search keyword '"FINANCIAL planning"' showing total 9 results
9 results on '"FINANCIAL planning"'

2. THE NEW PLAYBOOK FOR RETIREMENT.

Author

Connley, Courtney, Ngo, Sheiresa, and Hocker, Cliff

Subjects
*COST of living, *RETIREMENT, *MILLENNIALS, *FINANCIAL planning, *FINANCIAL planners, *SANDWICH generation
Abstract

The article offers steps to prepare one's future, maintain one's standard of living, and get retirement back on track. Some of the tips for millennials include investing early, creating a financial plan, and getting a financial adviser. Topics discussed include what retirement means for millennials, ways to embark on an encore career, and the statistics of what is coined as the sandwich generation, adults in their 40s and 50s who have a parent 65 or older and are financially supporting a child.

Published
2014

3. Planners Wanted ASAP.

Author

Quinn, Jane Bryant and Ehrenfeld, Temma

Subjects
*FINANCIAL planners, *FINANCIAL planning, *FINANCIAL planning industry, *FINANCIAL counseling, *BABY boom generation, *RETIREMENT
Abstract

This article reports on the growing need for financial planners in the U.S. as more members of the baby boom generation reach retirement. The article offers information for finding qualified financial planners and indicates designations and commissions to look for. Information on college programs and employers' efforts to recruit and hire new planners is also provided.

Published
2008

4. What Every Attorney Needs to Know About Estate Planning.

Author

Lannon, Patrick J.

Subjects
*ESTATE planning, *FINANCIAL planning, *MARRIAGE, *LIFE insurance, *RETIREMENT, *LAWYERS, *FINANCIAL planners
Abstract

The article provides information on various transactions and life events that lawyers and other advisors need to know when dealing with clients' estate planning in the U.S. Clients significant life events might include marriage, life insurance purchase, and retirement. It stresses that estate planning offers great potential savings to the families and friends of clients who make estate plans.

Published
2007

5. STILL A LIFETIME AWAY.

Author

Kirby, Jason

Subjects
*RETIREMENT, *FINANCIAL planning, *INVESTMENTS, *STOCKS (Finance), *FINANCIAL planners, *REAL property, *HOME ownership, *SAVINGS accounts, *EDUCATION savings accounts, *ACADEMIC degrees, *CAREER development
Abstract

Provides investment advice for retirement planning. Objective of initial investments which is to maximize long term equities for higher future returns; Portion of gross pay which should be allocated for a diversified, registered portfolio; Option of a financial planner; Importance of emergency savings; Real estate; Education savings plan; Consideration of advanced college degree for career advancement.

Published
2003

6. When Retirement Beckons.

Author

Rowland, Mary

Subjects
*RETIREMENT planning, *FINANCIAL planners, *FINANCIAL planning, *WEBSITES, *RETIREMENT
Abstract

Focuses on the issue of retirement planning. Information on a Web site which serves as a computing tool for retirement planning; Factors to consider before retiring; Role of financial planners.

Published
2004

7. Helping Boomers Chart Their Course.

Author

Damato, Karen

Subjects
*RETIREMENT, *INVESTORS, *FINANCIAL institutions, *FINANCIAL services industry, *FINANCIAL planning, *FINANCIAL management, *PERSONAL finance, *FINANCIAL planners, *INVESTMENT advisors
Abstract

Discusses how the Vanguard Group is bolstering its resources to provide advice on retirement. How the company has doubled its staff and expect more growth in the future; Other financial services companies who are getting involved in retirement planning; Challenge that Vanguard faces in offering retirement advice because of its strong association with do-it-yourself investors; Possible response of investors.

Published
2005

8. Struggling to Retire on $1 Million.

Author

Opdyke, Jeff P.

Subjects
*RETIREMENT planning, *RETIREMENT income, *PORTFOLIO management (Investments), *FINANCIAL planners, *INVESTMENT advisors, *FINANCIAL planning, *FINANCIAL management, *RETIREMENT, *PENSION trust management, *ASSET management
Abstract

Focuses on the retirement planning of Jim and Sue May, a Kentucky couple. Amount of money amassed in the May's retirement income; Comments from Jim May regarding how much money he will need to retire and how that figure kept changing over the years; Questions that all pre-retirees should ask themselves; Analysis of the Mays' portfolio, indicating a need for diversification; Percentage of the entire portfolio invested in U.S. Bancorp; Advice given to the Mays from three retirement planners: Pillar Financial Advisors, Zussman Financial Advisors and Mayhew Asset Management.

Published
2003

9. Suddenly, Retirees Need a Plan B.

Author

J. ALEX TARQUINIO

Subjects
*RETIREES, *FINANCIAL planning, *RETIREMENT, *FINANCIAL planners
Abstract

BECAUSE of the plunge in the markets, many retirees are worrying that they might outlive their money. Even more than usual this year, tax issues can complicate the decisions of those in or near retirement, financial planners say. ''Little moves they make now can make a big difference later on,'' said Gary Schatsky, a fee-only financial planner in New York. [ABSTRACT FROM PUBLISHER]

Published
2009

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