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Your search keyword '"FINANCIAL planning"' showing total 138 results
Start Over Descriptor "FINANCIAL planning" Publication Year Range Last 10 years Publisher dow jones & company inc
138 results on '"FINANCIAL planning"'

1. Test-Drive Your Retirement Spending While You're Still Working.

Author

Olshan, Jeremy

Subjects
*PERSONAL finance, *RETIREMENT planning, *FINANCIAL planning, *PENSIONS, *RETIREMENT
Abstract

In an article titled "Test-Drive Your Retirement Spending While You're Still Working," Christine Benz, the director of personal finance at Morningstar, suggests that individuals should practice living on their expected retirement budget before actually retiring. Benz compares this practice to test-driving a car before purchasing it. By living on a retirement budget for a month while still working, individuals can determine if their financial plans align with their desired lifestyle. This approach allows for a more realistic understanding of how time and money will be spent during retirement. [Extracted from the article]

Published
2024

4. Robo Advisors Risk Ruining Their Initial Appeal.

Author

HOGAN, MIKE

Subjects
FINANCIAL risk, ROBO-advisors (Financial planning), FINANCIAL planning, COMPUTER network resources
Abstract

The article discusses the financial risk of hiring a robo-advisors through online.

Published
2016

5. Advisor De Marco Is Banking on Financials.

Author

Garmhausen, Steve

Subjects
WOMEN investment advisors, INVESTMENT analysis, FINANCIAL planning, FINANCIAL services industry
Abstract

The article focuses on financial advisor Edythe De Marco, based in Providence, Rhode Island. It discusses De Marco's approach to managing client investments, which is influenced by her experience from not getting into her dream college because her family could not afford it. Thoughts of De Marco about the condition of the financial market in the U.S. are offered, noting the mismatches she sees between price and value.

Published
2016

6. Home Sweet Home.

Author

Kapadia, Reshma

Subjects
FINANCIAL planning, LONG-term health care, CONGREGATE housing, MEDICAL care costs, FINANCIAL planners, FINANCE
Abstract

The article focuses on the key considerations in financial planning for long-term care. Topics discussed include the various forms of long-term care, such as assisted-living facilities and one-stop senior living, and the 2016 estimates for costs of care. The complexity that comes with care options and the need for greater collaboration among financial advisors, geriatric law specialists, and geriatric care managers are also mentioned.

Published
2015

10. How to Find a Financial Advisor.

Author

Cavallaro, Michaela

Subjects
INVESTMENT advisors, PORTFOLIO management (Investments), FINANCIAL planning
Published
2018

11. Dodging Dangers.

Author

Kapadia, Reshma

Subjects
FINANCIAL planning
Published
2018

14. MAILBAG.

Author

KENNEDY, JOHN, JACKSON, ANTHONY H., POWELL, GEORGE, POLLOCK, ALEX J., SHENKMAN, JONATHAN I., LICHTENSTEIN, HOWARD, and BLUMBERG, MARTIN

Subjects
FINANCIAL planning, INTEREST rates
Published
2019

24. The Great Fund Fee Shuffle.

Author

Braham, Lewis

Subjects
FINANCIAL planning, FINANCIAL planners, ECONOMIC competition
Published
2017

26. For Clients and Prospects, The Value of Storytelling.

Author

Ursiny, Tim

Subjects
FINANCIAL planning, INVESTMENT advisors, INVESTMENT advisor-client relationships
Abstract

The article suggests the use of storytelling by financial advisors in providing information to their clients and prospects, including ways to make business storytelling effective.

Published
2016

46. What It Takes To Be A "Barron's Advisor".

Author

Finn Jr., Edwin A.

Subjects
FINANCIAL planners, INVESTMENT advisors, FINANCIAL planning
Abstract

In this article the author discusses the initiatives taken by the journal to rank the financial advisors and discuss the financial management advise given by them to their clients. It states that in the previous issues, the journal had provided a brief description of the financial advisors who are not associated with financial full-service firms like Merrill Lynch, Morgan Stanley and Wells Fargo.

Published
2016

47. Preparing for Inheritance.

Author

Luster, Brian and Abernathy, Steven

Subjects
FINANCIAL planning, WEALTH management services, INHERITANCE & succession, HEIRS, ESTATE planning
Abstract

The article focuses on intellectual and financial inheritance as an integral parts of financial planning and wealth management. Topics discussed include the loss in wealth and ensuing family dysfunction caused by ill-preparedness of the second and third generations and the need for the senior generation to educate their heirs about the value of their inheritance. The importance of initiating family conversations and meetings as well as the crafting of the heritage statement are mentioned.

Published
2015

48. Council Warns on Budget.

Author

GAY, MARA and DAWSEY, JOSH

Subjects
*PUBLIC spending, *CITY council members, *FINANCIAL planning, *TWENTY-first century, NEW York (N.Y.) politics & government
Abstract

The article reports that the City Council members of New York City urged Mayor Bill de Blasio to cut back the possible trouble on city budget. Topics discussed include the 5 percent potential savings of city agency, the current budget of the New York City, and the insights of spokeswoman Amy Spitalnick on the budget monitors and financial plan of the mayor.

Published
2016

49. The Hidden Reasons People Spend Too Much.

Author

WELLS, CHARLIE

Subjects
*OVERSPENDING, *HOUSEHOLD budgets, *PERSONAL finance, *REASONING, *SELF-control, *COST, *FINANCIAL planning, *REAL property, *ECONOMICS
Abstract

The article discusses the psychological impulses that lead individuals to overspend. It examines inattention to future expenses, the tendency of some individuals to spend money as a personal reward for exercising willpower, and the relationship between psychological moods and spending habits. The article also states that individuals spend more when the value of their real property increases.

Published
2015

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