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Start Over Descriptor "FINANCIAL planning" Topic financial management Topic financial planners Publication Year Range Last 50 years
953 results on '"FINANCIAL planning"'

1. EXPLORING TWO DECADES OF PERSONAL FINANCIAL PLANNING: A SYSTEMATIC LITERATURE REVIEW.

Author

Pande, Samarth, Mazhar, Syed Shahid, Khan, Farhina Sardar, Khan, Babar Ali, Haque, Ehsanul, and Mir, Maroof Ahmad

Subjects
PERSONAL finance, FINANCIAL planning, TECHNICAL literature, FINANCIAL planners, CONDUCT of life, FINANCIAL literacy
Abstract

This research aims to understand current patterns, trends, and gaps in personal finance by conducting a systematic literature review of 20 years. The study collected and analyzed the articles published between 2004 to 2024. The research articles were collected from the Scopus database using the PRISMA framework. The review shows changes in the research area, including behavioural finance, digital financial planning tools, and its impact on individuals' financial literacy and planning. The major limitation of this study is that the literature search for personal financial planning might not have incorporated all publications in this area. Furthermore, there is a possibility of bias in this review concerning the papers selected for review and how the researchers interpreted the results. The findings of this systematic literature review can assist policymakers, financial planners, and practitioners in making more informed financial planning decisions and regulations. Thus, by identifying the trends and gaps in personal financial planning, strategies can be defined to provide individuals and society with the necessary level of support. The research is helpful to existing knowledge in that it presents a critical discussion of the personal financial planning literature evident in the last twenty years. The research is original and provides valuable information for upcoming research and practical application in personal financial planning. [ABSTRACT FROM AUTHOR]

Published
2024
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2. I'm a financial planner with 5 ways to get more savvy with money in your 20s

Subjects
Financial planning, Financial planners, Financial management, Consumer news and advice, General interest
Abstract

The offers and details on this page may have updated or changed since the time of publication. See our article on (https://www.businessinsider.com/financial-planner-money-tips-anyone-their-20s-2024-8) Business Insider for current information. Paid non-client promotion: [...]

Published
2024

3. Barry Shapiro

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial management, Financial services industry, Business, Business, regional
Abstract

Byline: LIBN Staff Barry Shapiro President Bshapiro Financial Barry Shapiro is president of Bshapiro Financial, an independent financial planning and wealth management firm based in Jericho. Shapirobegan his professional career [...]

Published
2024

4. A fresh take on a retirement income-generating machine that almost no one likes

Author

Carrick, Rob

Subjects
Retirement benefits, Financial planning, Personal finance, Annuities, Financial planners, Financial management, Retirement income
Abstract

Annuities have been affected by lower rates, but still may provide a lifetime yield of 5 per cent, Declining interest rates are great for borrowers, but they take an axe to returns for people who want to avoid putting their money at risk. https://www.theglobeandmail.com/topics/retirement-and-pension/, for example. Top guaranteed [...]

Published
2024

5. A divorce between 40 and 55 can delay retirement by as much as 10 years. Here’s how to best plan your finances

Author

Gooderham, Mary

Subjects
Financial planning, Personal finance, Financial planners, Mortgages, Financial services industry, Financial management, Divorce, Mortgages, Financial services industry
Abstract

For many, a divorce means selling a family home they’ve been trying to pay off and taking on mortgage debt again, Divorce is costly at any age, but couples who split between 40 and 55 years old often take an especially painful hit, decimating the funds they need for retirement. For [...]

Published
2024

6. Mega CFP and AFP financial planning Advisory team adds new star

Subjects
Financial planning, Personal finance, Financial planners, Financial management, Professional sports, Consulting services, Professional workers
Abstract

Mega Bank has added six new colleagues to obtain CFP certification, strengthening its financial planning professional team. CFP is an international wealth management professional certification, which requires completing a 240-hour [...]

Published
2024

7. Mercer Advisors Adds to Footprint in the Northeast with HNW Specialist Benchmark Wealth Management

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Consultants, Financial management, Company business management, Financial services industry, General interest, News, opinion and commentary
Abstract

DENVER: Mercer Global Advisors Inc. has issued the following news release: Mercer Global Advisors, Inc. ('Mercer Advisors'), a national Registered Investment Adviser (RIA), today announced the acquisition of Benchmark Wealth [...]

Published
2024

8. Mission Wealth's Bryant Merryman Recognized on Forbes Best-In-State Next-Gen Advisors List for IL

Subjects
Financial planning, Financial planners, Financial services industry, Consultants, Financial management, Financial services industry, Business, News, opinion and commentary
Abstract

ST. CHARLES, Ill., Aug. 8, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4229755-1&h=588562917&u=https%3A%2F%2Fmissionwealth.com%2F&a=Mission+Wealth, a nationally accredited and award-winning wealth management firm, proudly announces that Bryant Merryman, one of their esteemed Senior Wealth Advisors in [...]

Published
2024

9. LPL Financial Welcomes SoundWay Financial

Subjects
LPL Financial Holdings Inc., LPL Financial L.L.C., Financial planning, Personal finance, Financial planners, Financial management, Securities industry, Securities industry, Banking, finance and accounting industries, Business
Abstract

SAN DIEGO, Aug. 05, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=O7MfXXpepgLqKfsRSbcrL1_F-pdfNWRDPlGhoKfIHYaq2viaSQRIppZ9AsFhelHUbn1qsWcUzmL9mIXr_ACSww== announced today that financial advisors with https://www.globenewswire.com/Tracker?data=YjsbfQRnb-6V_R_CY-n6Z88vY7jRewSmoq_v6bA91DgJOLophjxYJZRMEhHpyf9QaIGMHzL16q7zU8T8BJ-DWQS2EA0XTnUdtaYXkrT2SNQ= have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Balmville [...]

Published
2024

10. Finding insurance solutions when money is tight

Author

Sharratt, Anna

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Labor market, Health insurance, Financial services industry
Abstract

Buying medical coverage and life insurance may seem like a costly expense at a time when many Canadian families are struggling financially, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

Published
2024

11. Integrated Partners and Windes Join to Release Ovisto Wealth Management

Subjects
Financial planning, Personal finance, Financial planners, Financial management, Company business management, Arts and entertainment industries
Abstract

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 billion in advisory assets, and Windes, a Californian accounting and advisory firm, have [...]

Published
2023

12. Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM

Subjects
Commonwealth Financial Network -- Management, Financial planning, Financial planners, Financial management, Securities industry, Securities industry, Company business management, General interest, News, opinion and commentary
Abstract

SAN FRANCISCO: Perigon Wealth Management has issued the following news release: Perigon Wealth Management LLC ('Perigon'), a rapidly growing independent wealth management firm with offices across the country and approximately [...]

Published
2024

13. Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM

Subjects
Financial planning, Financial planners, Financial management, Company business management, Business, News, opinion and commentary
Abstract

Former Commonwealth Team Joins Perigon as Advisors SAN FRANCISCO, June 27, 2024 /PRNewswire/ -- Perigon Wealth Management LLC ('Perigon'), a rapidly growing independent wealth management firm with offices across the [...]

Published
2024

14. LPL Financial Welcomes FSI Wealth Management

Subjects
LPL Financial Holdings Inc. -- Management, LPL Financial L.L.C. -- Management, Financial planning, Personal finance, Financial planners, Financial services industry, Financial management, Entrepreneurship, Consulting services, Securities industry, Economic forecasting, Securities industry, Company business management, Financial services industry, Banking, finance and accounting industries, Business
Abstract

SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=CsFZ7l0cqgOCYHN3CEE7BIDqXdQinxMQjIvG06hScx7I_WaPXUuQxVUj77VaTF1JRT9blVjdUPOPoJ4lYw836w== (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team [...]

Published
2024

15. CFP Board Announces Second-Generation CFP Professional Simone Lee as 100,000th CFP Certificant

Subjects
Financial planning, Personal finance, Financial planners, Career changes, Financial management, Business, News, opinion and commentary
Abstract

100K Milestone Reflects Growth of Certification, Interest in Financial Planning Careers WASHINGTON, May 29, 2024 /PRNewswire/ -- CFP Board today announced https://c212.net/c/link/?t=0&l=en&o=4177788-1&h=2023774384&u=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D9SkYwcvljys&a=Simone+Lee of Merrill Wealth Management as the 100,000th CERTIFIED [...]

Published
2024

16. Hot Takes From Michael Kitces, Jason Pereira at Wealth Management EDGE

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, Business, general
Abstract

Byline: Rob Burgess The hit YouTube interview show 'Hot Ones' promises 'hot questions and even hotter wings.' On that show,questions are posed tocelebrities asthey struggle through a gauntlet of 10 [...]

Published
2024

17. RWM establishes new office in Los Angeles

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, General interest, News, opinion and commentary
Abstract

LOS ANGELES: Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in [...]

Published
2024

18. Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office

Subjects
Financial planning, Personal finance, Financial planners, Financial management, Company business management, Business, Business, international
Abstract

Firm with holistic approach to wealth management now serves clients from coast to coast with 11 offices LOS ANGELES -- Ritholtz Wealth Management (RWM), a national RIA overseeing more than [...]

Published
2024

19. OneSeven Welcomes Palm Coast Wealth Management

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial management, Financial services industry, Business, News, opinion and commentary
Abstract

Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven. BEACHWOOD, Ohio, April 2, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4131342-1&h=61854617&u=https%3A%2F%2Fonesevenadvisor.com%2F&a=OneSeven, an RIA specializing in [...]

Published
2024

20. Lorraine R. Salvo

Subjects
Financial planning, Financial planners, Financial management, Business, regional
Abstract

Byline: NJBIZ STAFF Lorraine R. Salvo, CFP, CDFA Managing Director, Private Wealth Management & Head of Financial Planning Palisade Capital Management, LP Women and men tend to lead differently. What [...]

Published
2024

21. Ramapo Wealth Advisors at Steward Partners Welcomes Alejandro Tirso CFP(r) CIMA(r) CRPC(r) as Partner and Wealth Advisor

Subjects
Merrill, Bank of America Corp., Financial planning, Investment advisers, Financial planners, Banking industry, Financial services industry, Consultants, Financial management, Financial services industry, Banking industry, General interest, News, opinion and commentary
Abstract

RAMSEY, N.J: Ramapo Wealth Advisors has issued the following news release: Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of [...]

Published
2024

22. Ramapo Wealth Advisors at Steward Partners Welcomes Alejandro Tirso CFP CIMA CRPC as Partner and Wealth Advisor

Subjects
Merrill, Bank of America Corp., Financial planning, Personal finance, Investment advisers, Financial planners, Banking industry, Consultants, Financial management, Private banking, Banking industry, Business, News, opinion and commentary
Abstract

RAMSEY, N.J., March 20, 2024 /PRNewswire/ -- Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of wealth and investment management [...]

Published
2024

23. Kimberly Palmer: 5 ways to calm financial stress

Author

PALMER, KIMBERLY

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, News, opinion and commentary
Abstract

Financial stress is so common that certified financial planner Katie Lindquist says almost every client she has tells her they are feeling it. “They don’t know what they should be [...]

Published
2024

24. Baird Picks Up $680M UBS Team in Wisconsin

Subjects
Financial planning, Financial planners, Financial management, Business, general
Abstract

Byline: Ali Hibbs Baird Private Wealth Management, a dually registered wealth management arm of Robert W. Baird & Co.,has added The Palm Financial Group to its Madison West office in [...]

Published
2024

25. Leonard Financial Solutions and Emeritus Wealth Group Join Forces to Provide Fiduciary Financial Advisory Services Nationwide

Subjects
Business consultants, Financial planning, Personal finance, Financial planners, Financial management, Fiduciary duties, Business, Business, international
Abstract

M2 PRESSWIRE-February 14, 2024-: Leonard Financial Solutions and Emeritus Wealth Group Join Forces to Provide Fiduciary Financial Advisory Services Nationwide (C)1994-2024 M2 COMMUNICATIONS RDATE:14022024 Moorestown, New Jersey -- Leonard Financial [...]

Published
2024

26. 11 Northwestern Mutual Advisors Achieve Forbes Top Women Wealth Advisors Recognition

Subjects
Northwestern Mutual Life Insurance Co., Financial planning, Financial planners, Institutional investments, Consultants, Financial management, Insurance industry, Financial institutions -- Investments, Insurance industry, Business, News, opinion and commentary
Abstract

MILWAUKEE, Feb. 8, 2024 /PRNewswire/ -- Northwestern Mutual announced today that 11 of its exceptional advisors have been recognized on the prestigious https://c212.net/c/link/?t=0&l=en&o=4088253-1&h=1069796983&u=https%3A%2F%2Fwww.forbes.com%2Flists%2Fbest-in-state-women-advisors%2F%3Fsh%3D5d521e771d11&a=Forbes%C2%A0 https://c212.net/c/link/?t=0&l=en&o=4088253-1&h=3086681937&u=https%3A%2F%2Fwww.forbes.com%2Flists%2Fbest-in-state-women-advisors%2F%3Fsh%3D5d521e771d11&a=Top+Women+Wealth+Advisors+Best-in-State list for 2024. This accomplishment highlights [...]

Published
2024

27. Summitry Welcomes Ken Vander Kooi, CFP(r) to its Private Client Group

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, General interest, News, opinion and commentary
Abstract

FOSTER CITY: SUMMITRY has issued the following news release: Summitry, a Bay Area wealth management firm, is pleased to welcome Ken Vander Kooi, CFP(r) to its team. Ken joins as [...]

Published
2024

28. Summitry Welcomes Ken Vander Kooi, CFP[R] to its Private Client Group

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, Business, Business, international
Abstract

Seasoned advisor brings decades of experience providing financial advisory services to high-net worth Bay Area individuals and families FOSTER CITY, Calif. -- Summitry, a Bay Area wealth management firm, is [...]

Published
2024

29. LPL Financial Welcomes Advisor Andrew Kutanovski

Subjects
LPL Financial Holdings Inc., LPL Financial L.L.C., Financial planning, Personal finance, Financial planners, Financial services industry, Consultants, Financial management, Securities industry, Securities industry, Financial services industry, Banking, finance and accounting industries, Business
Abstract

SAN DIEGO, Jan. 25, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=kANB7krxg_stuB7g_a6x5YhjVIUd6FW5sq93ogSVg4XSvtZ1jMBgT68xG-0L6R9lWUUrwjdShZHW2k9r92qqbQ== (Nasdaq:LPLA) announced today that financial advisor Andrew Kutanovski, CFP(R), has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reports serving [...]

Published
2024

30. Private Advisor Group Welcomes $100M AUM Drake Financial Services

Subjects
Financial planning, Personal finance, Financial planners, Consultants, Financial management, Retirement income, Business, News, opinion and commentary
Abstract

MORRISTOWN, N.J., Jan. 16, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4067455-1&h=519113386&u=https%3A%2F%2Fwww.privateadvisorgroup.com%2F&a=Private+Advisor+Group, one of the largest and fastest-growing independent wealth management firms in the country*, announces that Drake Financial Services, led by Robert K. [...]

Published
2024

31. Priorities and challenges: Wealth management and financial planning among affluent Black families.

Author

Addo, Fenaba R. and Beverly, Keith

Subjects
WEALTH management services, FINANCIAL planning, FINANCIAL management, FINANCIAL planners, INCOME inequality, WEALTH
Abstract

This article highlights common financial issues and concerns of affluent Black American households as they attempt to build and maintain long‐term financial stability. In so doing, we shed light on the nexus of Black families seeking professional wealth management services and Black financial planners working to meet their needs while also attempting to carve out a successful business in a profession and industry within which they are woefully underrepresented. A collaboration of a wealth inequality scholar and financial planning professionals from a wealth management company, this article outlines common planning priorities and challenges raised by African‐American families with their planning advisors. While many of these are universal, they also represent topics that are overwhelmingly prioritized by Black clients. When possible, we use information from the 2019 Survey of Consumer Finances on households located in the top quintile of the Black wealth distribution, the "affluent," to complement the information provided by the analysts of their targeted clientele. [ABSTRACT FROM AUTHOR]

Published
2022
Full Text
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32. Wells Fargo Rolls Out Sports & Entertainment Program

Subjects
Wells Fargo & Co., College for Financial Planning, Financial planning, Personal finance, Financial planners, Entertainment industry, Banking industry, Financial management, Educational services industry, Private banking, Banking industry, Food and beverage industries
Abstract

Wells Fargo reported a new Sports & Entertainment Program focused on recognizing and supporting financial advisors who serve clients within the sports and entertainment industries. With the availability of the [...]

Published
2023

33. Fulcrum Wealth Management Group welcomes Burke Lodge as a financial advisor

Subjects
Morgan Stanley -- Management, Merrill -- Management, Financial planning, Investment advisers, Financial planners, Consultants, Financial management, Philanthropy, Securities industry, Securities industry, Company business management, Business, News, opinion and commentary, Business, regional, Oregon State University -- Management
Abstract

Byline: admin Fulcrum Wealth Management Group welcomes Burke Lodge to the team as a financial advisor & investment specialist. In his role Lodge will be delivering personalized financial advice, investment [...]

Published
2023

34. How being a victim of fraud motivated this financial adviser to get wise with her money

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Consultants, Financial management, Fraud, Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: BRENDA BOUW; Special to The Globe and Mail BEHIND THE ADVICE In this new series, Behind the Advice, we ask advisers about their relationship with money from a young [...]

Published
2023

35. Preparing for medical emergencies

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Bacterial infections, Emergency management, Financial services industry, Business, international
Abstract

FACING a medical emergency that requires a significant out-of-pocket expense can be financially crippling. Just recently, I was hospitalized for nearly a week due to a severe bacterial infection and [...]

Published
2023

36. Five ways grandparents can do more financially to help their grandkids

Subjects
Grandparents, Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, General interest, News, opinion and commentary
Abstract

Byline: DEANNE GAGE With the high cost of raising a child today, more grandparents are stepping in to assume some of the big expenses and, in some cases, bypassing adult [...]

Published
2023

37. What to Say and How to Say It: Financial Planning at the End of Life.

Author

Thomas, Holly P.

Subjects
FINANCIAL management, FINANCIAL planning, FINANCIAL planners, TERMINALLY ill, ESTATE planning, CASH flow, PROFESSIONALISM
Abstract

While financial service professionals are experts on estate planning, upon a client's advanced illness (terminal) diagnosis, some have trouble knowing what to say, or how to say it. Others may be unaware of tax, cash flow, and estate planning decisions to be made, while still others are aware, but uncomfortable. A special set of communication skills is required to handle advanced illness with care and professionalism. This article suggests decisions, questions, and communication skills to address four major areas: physical health, financial health, cognitive health, and emotional health. [ABSTRACT FROM AUTHOR]

Published
2017

38. PLANNING AHEAD.

Author

Welch, Michael Patrick

Subjects
INTEREST rates, FINANCIAL planning, FINANCIAL planners, FINANCIAL management, POWER of attorney
Abstract

This article from New Orleans Magazine provides advice from two professional financial advisors on creating a comprehensive financial plan for the year 2024. Robert Alvarez emphasizes the importance of reviewing financial goals and seeking the guidance of a financial professional to create a safe environment for open and honest discussions about priorities. Ted Longo offers specific advice on retirement plans, educational planning, charitable gifting, managing debts, and savings and investments. Both advisors stress the importance of disciplined investment processes and regular reviews with a financial advisor. By following their advice, readers can achieve financial success and enjoy a higher quality of life in the coming year. [Extracted from the article]

Published
2024

39. Retirement's Hidden Agenda: From "Money Changes Everything" to "Money Isn't Everything".

Author

Migliaccio, John N.

Subjects
RETIREMENT planning, RETIREMENT, FINANCIAL planning, FINANCIAL management, FINANCIAL planners, INVESTMENT advisors
Abstract

The recent period of uncertainty and volatility has rattled clients and advisors along with the financial markets. But, if used as an opportunity it can have a silver lining for both advisors and clients, acting as a "trigger event" opening up new pathways for discussion, redirection, and a keener focus on financial needs and goals for retirement. Even more importantly, it allows for a deeper consideration of nonfinancial goals, and a more productive client relationship and referral opportunities through the development of a holistic approach to retirement planning involving eight interconnected life areas that benefits all participants in the process. This approach also opens up productive networks and a wider range of partnership opportunities with other nonfinancial professionals to address emerging client needs. This team can work collectively to identify the goals desired by and resolve challenges faced by clients as they prepare for and experience retirement. [ABSTRACT FROM AUTHOR]

Published
2016

40. Generational Wealth Advisors Recognized by D Magazine as 2023 Top Wealth Manager

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Financial services industry, General interest, News, opinion and commentary
Abstract

DALLAS: Generational Wealth Advisors (GWA), has been named a D Magazine Top Wealth Manager for the 13th year in a row. In addition, GWA's Stephen Hart, CFP(r), CEPA, Director of [...]

Published
2023

41. Kimberly Palmer: Taking these financial steps could help post-divorce recovery

Author

PALMER, KIMBERLY

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Divorce, Financial services industry, News, opinion and commentary
Abstract

Jamie Lima remembers his divorce six years ago as one of the most emotionally draining and financially challenging experiences of his life. As a result, he resolved to use his [...]

Published
2023

43. Cetera Welcomes $327 Million AUA Team to Cetera Advisors

Subjects
Financial planning, Financial planners, Consultants, Financial management, General interest, News, opinion and commentary
Abstract

LOS ANGELES: Cetera Financial Group has issued the following news release: Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Raymond Bardoul** and Brian Fox**, have joined [...]

Published
2023

44. 3 at The Dalton Bahney Treinen Wealth Management Group receive industry recognition

Subjects
UBS Financial Services Inc. -- Management, Financial planning, Personal finance, Financial planners, Financial management, Company business management, Business, News, opinion and commentary, Business, regional
Abstract

Byline: IBR Staff UBS Financial Services Inc. has announced that three partners of The Dalton Bahney Treinen Wealth Management Group have recently been recognized by Forbes as 2022 Best-in-State Wealth [...]

Published
2022

45. 19 Rules for Getting Rich and Staying Rich Despite Wall Street

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Financial management, Savings, Financial services industry, Literature/writing
Abstract

19 Rules for Getting Rich and Staying Rich Despite Wall Street E. Aly Marshwinds Press Company www.uniquereads.com 9781734117035, $24.95 Hardcover/$19.95 Paper/$11.99 ebook https://www.amazon.com/Rules-Getting-Staying-Despite-Street/dp/1734117036 19 Rules for Getting Rich and Staying [...]

Published
2022

46. Improving Your Practice with Ideas from Academia.

Author

Cordell, David M., Langdon, Thomas P., and Tacchino, Kenn B.

Subjects
FINANCIAL planning, FINANCIAL management, FINANCIAL planners, INVESTMENT policy, INVESTMENT management
Abstract

In this article important issues in a set of academic and advanced practitioner articles that have been published in the past year and that are unlikely to have been read by most practitioners are identified and summarized. [ABSTRACT FROM AUTHOR]

Published
2015

47. Fulcrum Wealth Management Group promotes Smith

Subjects
Financial planning, Financial planners, Financial services industry, Financial management, Philanthropy, Company business management, Financial services industry, Business, News, opinion and commentary, Business, regional
Abstract

Byline: IBR Staff Antonio Smith has been promoted from paraplanner to associate financial advisor with Fulcrum Wealth Management Group. Smith has both CFP and CIMA certifications and 13 years of [...]

Published
2022

48. Retirement Account Options When Beginning a Career.

Author

Geisler, Gregory G. and Stern, Jerrold J.

Subjects
FINANCIAL planning, FINANCIAL planners, FINANCIAL management, RETIREMENT planning, INVESTMENT advisors, PERSONAL finance, WEALTH management services, INDIVIDUAL retirement accounts, TAX planning, 401(K) plans, INVESTMENT income
Abstract

When college graduates begin their careers, they face a number of financial choices and obligations. Their choices typically include one or more retirement account options. The options generally include individual retirement accounts (IRAs) (Roth and/or traditional), 401(k) plans (Roth and/or traditional), and, possibly, 401(k) contributions matched by the employers. In this article, a decision-making hierarchy is provided. The hierarchy ranks all of the retirement account alternatives in order to facilitate choices that are tax efficient and maximize wealth. A simplified version of the ranking is as follows: (1) Roth 401(k) with matching employer contributions; (2) traditional 401(k) with matching employer contributions; (3) Roth IRA; (4) Roth 401(k); and (5) traditional 401(k). [ABSTRACT FROM AUTHOR]

Published
2014

49. Social Security Options for Divorced or Surviving Spouses.

Author

Tannahill, Bruce A.

Subjects
FINANCIAL planning, FINANCIAL planners, FINANCIAL management, INVESTMENT advisors, PERSONAL finance, SOCIAL security, RETIREMENT planning, DIVORCED people, WIDOWS, RETIREMENT age, FINANCE
Abstract

Divorced or widowed clients have Social Security options that are not available to other clients. Ideally, planning for when these clients should begin claiming Social Security benefits and whether they should claim their own benefits, or benefits as a divorced spouse, or as a widow/widower, or switch, will begin several years before they are eligible to begin benefits. [ABSTRACT FROM AUTHOR]

Published
2014

50. The Nuances of the 50+ Market: A Primer for New Planners.

Author

Timmermann, Sandra

Subjects
FINANCIAL planners, FINANCIAL planning, INVESTMENT advisors, FINANCIAL counseling, FINANCIAL management, PERSONAL finance, WEALTH management services, BABY boom generation, BABY boomers as consumers, TARGET marketing
Abstract

It's helpful for new planners to understand the basics of the mature market. They can best understand how to approach these clients by establishing a framework for segmenting the different groups within the 50+ population. In the end it is all about holistic planning and ageless marketing. [ABSTRACT FROM AUTHOR]

Published
2014

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