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Your search keyword '"FINANCIAL planning"' showing total 9 results
Start Over Descriptor "FINANCIAL planning" Topic estate planning Topic financial management Database Academic Search Index
9 results on '"FINANCIAL planning"'

1. Key Financial Planning Considerations for Solo Agers.

Author

Lyman, Rob

Subjects
*SOCIAL support, *MENTAL health, *AGING, *QUALITY of life, *INDEPENDENT living, *FINANCIAL management, *CHILDLESSNESS, *LONG-term health care, *OLD age
Abstract

Many resources exist to explain financial planning challenges for the average person. But not many discussions focus on individuals or couples who are child-free or childless, often referred to as Solo Agers. This article examines the planning areas (financial and non-financial) that are most important for Solo Agers to focus on to maximize the probability of a life well-lived. [ABSTRACT FROM AUTHOR]

Published
2023

2. Help the Grandkids Pay for College.

Author

BLOCK, SANDRA

Subjects
*PERSONAL finance, *FINANCIAL planning, *FINANCIAL management, *GRANDPARENT-grandchild relationships, *ESTATE planning, *INDIVIDUAL retirement accounts
Abstract

The article offers tips on how grandparents can help their grandchildren on family finances especially for college payment. Among the suggestions provided are investment in a 529 savings plan through estate planning and effect on financial aid, contribution to Coverdell education, payment of bill, setting-up custodial account, payment of offstudent loans, and tapping of Roth individual retirement account.

Published
2015

3. Women & Money.

Author

McRae, Sheiresa, Benton, Jermine, Burns, Renita, Royal, Leslie E., Smith, LaToya M., and Wallace, Shenelle

Subjects
*FINANCIAL counseling, *FINANCIAL planning, *PERSONAL finance, *FINANCIAL management, *INVESTMENTS, *ESTATE planning, *TAX planning
Abstract

The article discusses how women develop a money management plan while dealing with life challenges and stages. It features resources and a list of steps in developing financial action plan and building wealth that will last for generations to come. It tells about money management, investing, and tax and estate planning.

Published
2010

4. Rich tapestry.

Author

Harris, Joanne

Subjects
*ESTATE planning, *INHERITANCE & succession, *INVESTMENT advisors, *FINANCIAL management, *FINANCIAL planning, *FINANCIAL services industry, *MANAGEMENT
Abstract

The article focuses on the global estate planning industry and why Great Britain is seen as a center for advisement within the industry. Topics include private wealth management services, the increase in services demanded by emerging economies, and inheritance planning for high-net-worth individuals.

Published
2013

5. Hindu Heritage Endowments.

Subjects
*LEGISLATIVE bills, *FINANCIAL planning, *ESTATE planning, *FINANCIAL management
Abstract

The article provides information on the Distribution Act, a legislation in Malaysia wherein automatic forms of distribution are imposed in cases when a person dies without a written plan. Malaysian native and unit trust consultant Guhan Sivalingam explains the application and implication of the law and the importance of financial planning. The lack of the Malaysians' education and awareness about estate planning is also emphasized.

Published
2016

6. Your Guide to Love Money.

Author

Richardson, Nicole Marie

Subjects
*SEMINARS, *MARRIAGE, *FINANCIAL management, *FINANCIAL planning, *ESTATE planning
Abstract

The article reports on the plan of the periodical to launch a series of marriage and money management seminars in 2008. The three-part Guide to Love and Money will spotlight the trials and triumphs black couples face when dealing with finances. In March, it will delve into how marriage can be used as a wealth-building tool, offering the financial benefits of estate planning, tax breaks, and increased health and happiness.

Published
2008

7. Trusts: Many options exist, but which is right for you?

Author

Blau, Joel M.

Subjects
*FINANCIAL management, *FINANCIAL planning, *ESTATE planning, *PHYSICIANS, *CONVERTIBLE securities
Abstract

The article presents questions and answers related to efficient financial management. One person asks on the differences among the types of trusts that were commonly used by physicians in estate planning strategies. Another person questions on the function of convertible securities as an investment.

Published
2006

8. Estate Planning: What You Need to Know.

Author

PAUL SULLIVAN

Subjects
*ESTATE planning, *PERSONAL finance, *FINANCIAL planning, *FINANCIAL management, *FINANCIAL planners
Abstract

Estate planning rarely gets the attention it should get. Saving for your children's education, purchasing a second home, deciding when and how to retire -- these are all topic that people talk about with their friends and their financial advisers. But deciding what happens to whatever is left of your money when you die is often passed over. It shouldn't, though, because it is crucial to a financial plan. [ABSTRACT FROM PUBLISHER]

Published
2009

9. Tough Talk: Effective Ways to Broach Financial Issues With Family Members.

Author

Clements, Jonathan

Subjects
*FINANCIAL planning, *ESTATE planning, *PERSONAL finance, *FINANCIAL management
Abstract

The article presents advice on discussing financial issues with family members. The author reviews advice on the issue from Holly Isdale, head of wealth advisory at Lehman Brothers Inc. Issues related to estate planning and teaching financial matter to children are discussed. Also included are comments on the issue from Jerrold Lee Shapiro, head of counseling psychology at Santa Clara University in California.

Published
2006

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