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Your search keyword '"FINANCIAL planning"' showing total 2 results
Start Over Descriptor "FINANCIAL planning" Topic assets (accounting) Topic financial planners Publication Year Range Last 10 years
2 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. Financial Report of the Executive Director for 2016.

Author

Wantland, Clydette L.

Subjects
*FINANCIAL planners, *FINANCIAL planning, *ASSETS (Accounting), *ADMINISTERED prices, *SCHOLARLY method, *FELLOWSHIP
Abstract

The article offers the information on the Financial Report of the Executive Director for 2016, to reflect the purpose and status of each of the Society's assets. The article mention about the Society administers two grants for graduate students, the Einar and Eva Lund Haugen Memorial Scholarship and the Birgit Baldwin Fellowship in Scandinavian Studies for dissertation research in the Nordic region.

Published
2018
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