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

1. Why capital gains changes have some business owners looking at IPPs

Author

Lawrence, Daina

Subjects
Financial planning, Personal finance, Financial planners, Corporations -- Taxation, Financial services industry, Tax law, Business owners, Savings, Tax law, Financial services industry
Abstract

Some business owners affected by the proposed changes may consider individual pension plans as an alternative retirement planning tool, 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

2. Saving for Retirement on Part-Time Pay: The Challenges for Women

Author

Roepe, Lisa Rabasca

Subjects
Retirement benefits, Financial planning, Personal finance, Financial planners, Financial services industry, Savings, Financial services industry, General interest
Abstract

Byline: Lisa Rabasca Roepe Most part-time workers in America are women - leaving them with less access to retirement plans and less money to sock away. When Robin Giles asks [...]

Published
2024

3. Carolyn Hax: Is the financial-planner friend living large on their life savings?

Subjects
Financial planning, Financial planners, Financial services industry, Savings, Financial services industry, Business, Computers and office automation industries, Telecommunications industry
Abstract

Byline: Carolyn Hax Dear Carolyn: My friend of almost 40 years is also my financial planner. Recently, I've discovered she has made some questionable moves with my life savings. Although [...]

Published
2023

4. A LONG OVERDUE UPDATE FOR RETIREMENT SAVINGS PROTECTIONS

Subjects
United States. Department of Labor, Financial planning, Personal finance, Financial planners, Financial services industry, Savings, Financial services industry, News, opinion and commentary
Abstract

WASHINGTON, DC -- The following information was released by the U.S. Department of Labor: By: Lisa M. Gomez - October 31, 2023 When you're saving for retirement, there are lots [...]

Published
2023

5. 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

6. Planned Giving-- The Missing Link in Financial Planning.

Author

Woollen, Thomas H.

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

Financial planners don't talk much to their clients about planned giving. Yet, colleges, universities, medical facilities, libraries, museums, religious organizations, and the thousands of foundations and other charitable institutions in the United States rely on the charitable nature of their alumni and millions of other supporters for their very existence. This article will present many of the various charitable gift techniques and the tax ramifications that can be presented by financial planners to help their clients in this important effort. [ABSTRACT FROM AUTHOR]

Published
2005

7. Many Generation Xers struggling to catch up with retirement savings

Subjects
Baby boom generation, Financial planning, Personal finance, Financial planners, Financial services industry, Savings, Financial services industry, Business, Business, regional
Abstract

Byline: Adam Bednar The oldest members of Generation X are within 10 years of turning 65 years old. Still, according to studies and financial planners, that cohort of Americans trails [...]

Published
2022

8. No Need to Hit The Panic Button.

Author

Farrell, Christopher

Subjects
RETIREMENT income, FINANCIAL planning, PERSONAL finance, SAVINGS, RETIREMENT planning, RETIREMENT, FINANCIAL management, FINANCIAL planners, BABY boom generation, OLDER people, FINANCE
Abstract

Presents an introduction to the magazine's retirement saving guide. How baby boomers are defying the stereotype and saving considerable amounts; Possibility for employment opportunities ahead for older Americans as the job force is expected to shrink; Yardsticks for retirement income needs; Retirement checklist; The three keys to financial planning. INSET: A RETIREMENT CHECKLIST.

Published
2004

10. Smart Post-Graduation Financial Plans Will Pay Off

Subjects
Financial planning, Financial planners, Financial services industry, Savings, Financial services industry, News, opinion and commentary, Sports and fitness
Abstract

(NewsUSA) - College graduates have a lot to think about -- finding a job, finding a place to live and finding a way to manage their finances. Whether you have [...]

Published
2022

11. 4 signs you can afford a second home, according to a financial planner

Subjects
Rents (Property), Savings, Financial planners, Financial planning, Consumer news and advice, General interest
Abstract

If you're considering buying a second home, there are four signs you can afford it. Those signs include being on track with your retirement savings and saving for other important [...]

Published
2020

13. The government's relief bill breaks classic retirement savings advice, and it shows just how bleak things have gotten

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Savings, Financial services industry, Consumer news and advice, General interest
Abstract

AleksandarNakic/E+/Getty The CARES Act enables people to take early (https://www.businessinsider.com/personal-finance/retirement-savings-waterfall-build-wealth?utm_source=partner&utm_medium=newstex&utm_term=original&utm_campaign=partner) retirement distributions without paying the usual 10% penalty. Financial experts generally advise against taking money out of your (https://www.businessinsider.com/personal-finance/retirement-savings-accounts-traditional-roth-ira-401k-comparison?utm_source=partner&utm_medium=newstex&utm_term=original&utm_campaign=partner) retirement [...]

Published
2020

14. What to do if your retirement savings have been decimated and you're planning to retire soon

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Stock markets, Savings, Stock market, Financial services industry, Consumer news and advice, General interest
Abstract

kali9/Getty Images Though the stock market is crashing, younger investors have time on their side -- they're decades away from retirement and their portfolios will recover. For those closer to [...]

Published
2020

15. The best thing to do with your investments if the stock market drop has decimated your retirement savings

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Stock markets, Stocks -- Prices and rates, Savings, Coronaviruses, Stock market, Financial services industry, Consumer news and advice, General interest
Abstract

AP/Andre Penner The coronavirus continues wreaking havoc on global markets and many investors are feeling nervous as their retirement savings seemingly disappear. If you're feeling panicky, experts have some advice: [...]

Published
2020

16. 3 smart things to do with your money when you start making 6 figures

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Health savings accounts, Individual retirement accounts, Savings, Financial services industry, Consumer news and advice, General interest
Abstract

Ruobing Su/Business Insider Morsa Images/Getty Images Making six figures might mean a higher income, but it should also mean more (https://www.businessinsider.com/when-to-save-money-in-high-yield-savings?utm_source=partner&utm_medium=newstex&utm_term=original&utm_campaign=partner) saving and (https://www.businessinsider.com/how-to-start-investing?utm_source=partner&utm_medium=newstex&utm_term=original&utm_campaign=partner) investing. For anyone making six figures, [...]

Published
2020

17. 4 signs you're spending your retirement money too quickly

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Savings, Financial services industry, Consumer news and advice, General interest
Abstract

Mint Images/ Getty Images When you've spent your whole career saving for retirement, you want to make your money last as long as possible. A financial planner says four red [...]

Published
2020

19. 7 smart things to do now to make the holidays more affordable next year

Subjects
Financial planning, Financial planners, Financial services industry, Savings accounts, Savings, Financial services industry, Consumer news and advice, General interest
Abstract

Sally Anscombe/Getty Images Let's face it: The holidays can be financially stressful. But, there's lots you can do to recover and get ahead, from making your money earn more with [...]

Published
2019

20. Everything You Think About Saving for Retirement May Be Wrong; BUT FOLLOWING THESE 4 SIMPLE RULES WILL HELP YOU TAKE CONTROLOF YOUR FINANCIAL FUTURE

Author

Roth, Allan

Subjects
Retirement planning -- Methods, Financial management -- Methods, Personal finance, Financial services, Social security, Savings, Financial planning, Youth, Financial planners, General interest
Abstract

Byline: Allan Roth When it comes to money and retirement, we have the best of intentions. What many of us lack, however, is lots of money-management experience or expertise. So [...]

Published
2019

21. Ages 55 To 72 Crucial For Retirement Planning

Subjects
Financial planning, Personal finance, Financial planners, Financial services industry, Individual retirement accounts, Savings, Salary reduction savings plans, Financial services industry, Business, News, opinion and commentary
Abstract

Don't Think Of Retirement As A Finish Line, Urges Financial Planning Pro ATLANTA, Feb. 1, 2022 /PRNewswire/ -- CERTIFIED FINANCIAL PLANNER(TM) Anthony D. Criscuolo wants to clear up a common [...]

Published
2022

22. Retirement group rolls with Stones on tour

Subjects
Financial services, Personal finance, Financial planners, Savings, Corporate sponsorship, Financial planning, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Byline: JAMES COMTOIS Start me up! A non-profit organization looking to educate Americans on the beast of burden that is saving for retirement is touring with the Rolling Stones. The [...]

Published
2019

23. 58 isn't too late to start saving for retirement

Subjects
Savings, Personal finance, Financial planners, Financial planning, Financial services, Time, Business failures, Finance, Financial services industry, News, opinion and commentary
Abstract

Byline: Pete the Planner, Peter Dunn, USA TODAY Dear Pete, I'm 58 and for the first time ever, retirement seems real to me. The problem is, I don't have any [...]

Published
2020

24. Young Scientists Need Firm Plan To Make Up for a Late Start.

Author

Robinson, Ken

Subjects
*SCIENTISTS, *FINANCIAL planning, *FINANCIAL management, *PERSONAL finance, *FINANCIAL planners, *WEALTH management services, *DEBT, *BUDGET, *SAVINGS
Abstract

The article presents ways for young scientists on how to make a financial plan. First, scientists should begin a new savings program. Second is to make plans to purchase a house. Third is to pay down their consumer debt if they have any. Fourth is to learn and use their institution's employee-benefit programs. The transition from student to professional is a long and busy time for a scientist. However, the effort they put into financial planning early in their career will save them money in the years to come.

Published
2006
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25. Service preferences of older clients.

Author

Pettigrew, Simone, Mizerski, Katherine, and Donovan, Robert

Subjects
FINANCIAL planning, FINANCIAL planners, FINANCIAL management, SAVINGS
Abstract

This paper reports the findings of a study into Australian seniors' service preferences in relation to financial planning services. Focus groups and a national survey were conducted to identify those aspects of interactions with financial planners considered most important by seniors. The results indicate that financial planners targeting senior clients in the Australian context should work to develop trusting relationships, treat older clients with dignity and respect, ensure the full disclosure of all Fees and commissions, and keep up to date with relevant changes in the financial environment. The two primary areas of concern identified in the study were those erelating to personal relationships with the financial planner and the performance of the Financial products recommended in terms of the benefits accrued. [ABSTRACT FROM AUTHOR]

Published
2003
Full Text
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26. T. Rowe Price Provides Retirement Checklist for Women

Subjects
T. Rowe Price Group Inc., Investment companies, Financial planners, Financial planning, Financial services, Savings, Finance, Women, Investment management, Financial services industry, General interest, News, opinion and commentary
Abstract

BALTIMORE: T. Rowe Price Group, Inc. has issued the following press release: T. Rowe Price, a global investment management organization and a leader in financial education, has released a retirement [...]

Published
2020

27. ICMA-RC Encourages Public Sector Employees to Take Action during America Saves Week

Subjects
Savings, Financial planners, Government employees, Public sector, Financial planning, Finance, Retirement benefits, Video recordings, Workers, General interest, News, opinion and commentary
Abstract

Washington, D.C: ICMA-RC has issued the following press release: As part of America Saves Week 2020 (ASW), which takes place February 24 - February 29, 2020, ICMA-RC is spreading the [...]

Published
2020

28. ICMA-RC Encourages Public Sector Employees to Take Action during America Saves Week

Subjects
Savings, Financial planners, Government employees, Financial planning, Public sector, Finance, Retirement benefits, Video recordings, Workers, Business, international
Abstract

(GlobeNewswire) - As part of America Saves Week 2020 (ASW), which takes place February 24 February 29, 2020, ICMA-RC is spreading the message of saving successfully by urging public sector [...]

Published
2020

29. ICMA-RC Encourages Public Sector Employees to Take Action during America Saves Week

Subjects
Savings, Financial planners, Government employees, Financial planning, Public sector, Finance, Retirement benefits, Video recordings, Workers, Business, international, Law
Abstract

(GlobeNewswire) - As part of America Saves Week 2020 (ASW), which takes place February 24 February 29, 2020, ICMA-RC is spreading the message of saving successfully by urging public sector [...]

Published
2020

30. New Issue of BetterInvesting Magazine Breaks Down the SECURE Act

Subjects
Automotive repair shops, 529 plans (Investments), Financial planners, Periodicals, Individual retirement accounts, Financial services, Savings, Financial planning, Finance, Financial analysis, General interest, News, opinion and commentary
Abstract

MADISON HEIGHTS: BetterInvesting has issued the following press release: The March 2020 BetterInvesting Magazine issue focuses on the new regulations that affect aggressive retirement savers, known as the SECURE Act. [...]

Published
2020

31. New year resolutions: financial planning should be top of the list

Subjects
Brewin Dolphin Holdings PLC, Financial statements, Securities industry, Personal finance, Financial planners, Financial planning, Financial services, Savings, Weight loss, Securities industry, Financial services industry, General interest, News, opinion and commentary
Abstract

London: Brewin Dolphin Holdings plc (BRW.L) has issued the following press release: To be attributed to Alan Harvey, chartered financial planner at Brewin Dolphin. For some it's a yearly tradition [...]

Published
2020

32. Industry Top Rated Lake Mary, Florida Financial Planner and Wealth Advisor Broadcasts Newest Radio Show

Subjects
CNBC L.L.C., Cable television broadcasting industry, Taxation, Financial planners, Radio programs, Financial planning, Baby boom generation, Financial management, Personal finance, Savings, Consultants (Persons), Economists, Business, international, Law
Abstract

(PRWeb) - Financial advisor and wealth manager Chuck Oliver, President and CEO of The Hidden Wealth Solution, recently launched his latest radio program entitled Never been a more important TIME [...]

Published
2019

33. Industry Top Rated Lake Mary, Florida Financial Planner and Wealth Advisor Broadcasts Newest Radio Show

Subjects
CNBC L.L.C., Cable television broadcasting industry, Taxation, Financial planners, Radio programs, Financial planning, Baby boom generation, Financial management, Personal finance, Savings, Consultants (Persons), Economists, Business, general
Abstract

LAKE MARY, Fla. (PRWEB) December 19, 2019 Financial advisor and wealth manager Chuck Oliver, President and CEO of The Hidden Wealth Solution, recently launched his latest radio program entitled 'Never [...]

Published
2019

34. Charges of cheating 7 clients, Former financial planner charged in court

Subjects
Financial planners, Financial planning, Financial services, Banks (Finance), Insurance, Insurance industry, Savings, Forgery, Insurance companies, Financial services industry, Business, international, Law
Abstract

Recently court charged a former financial planner who allegedly cheated seven clients by forging documents and misrepresenting insurance policies which is confirmed by the police on Friday (Dec 6). Report [...]

Published
2019

36. I'm 24 and I went to a financial planner

Author

Hines, Morgan

Subjects
Personal finance -- Management, Banks (Finance), Savings, Financial planning, Financial planners, Banking industry, Company business management, News, opinion and commentary
Abstract

Byline: Morgan HinesUSA TODAY When my brother and I were little, we separated any money we made into two Skippy peanut butter jars for savings and spendings. The system worked, [...]

Published
2019

37. U.S. citizens living in Canada face special tax-planning issues

Author

Cestnick, Tim

Subjects
Canada -- Tax policy, Savings accounts -- Taxation -- Laws, regulations and rules, College savings plans -- Taxation -- Laws, regulations and rules, Controlled foreign corporations -- Taxation -- Laws, regulations and rules, Americans abroad -- Taxation, Registered retirement savings plans -- Taxation -- Laws, regulations and rules, Accountants, Financial planning, Personal finance, Tax planning, Certified public accountants, Financial planners, Tax shelters, Savings, Government regulation, General interest, News, opinion and commentary
Abstract

Byline: TIM CESTNICK TAX MATTERS FCPA, FCA, CPA(IL), CFP, TEP, author, and co-founder and CEO of Our Family Office Inc. If you're a U.S. citizen living in Canada, then your [...]

Published
2019

38. Savers and Spenders.

Author

Roth, Allan S.

Subjects
PUBLIC spending, SAVINGS, CLIENTS, FINANCIAL planning, FINANCIAL planners
Abstract

The articles presents an analysis of savers and spenders and their relationship with money. According to the article, there are two motivators that make people thrifty. One is the unpleasant feeling in spending money, while the other is the joy felt from saving or getting a bargain. A reframing of buying decisions is also discussed in convincing frugal clients to make a purchase. A short quiz on the tightwad-spendthrift (TW-ST) scale is also presented.

Published
2011

39. FORMULATING TWO-STAGE STOCHASTIC PROGRAMS FOR INTERIOR POINT METHODS.

Author

Lustig, Irvin J., Mulvey, John M., and Carpenter, Tamra J.

Subjects
CORPORATE finance, STOCHASTIC programming, FINANCIAL planning, MODELS & modelmaking, ALGORITHMS, SAVINGS, FINANCIAL management, INVESTMENT advisors, FINANCIAL planners
Abstract

This paper describes an approach for modeling two-stage stochastic programs that yields a form suitable for interior point algorithms. A staircase constraint structure is created by replacing first stage variables with sparse "split variables" in conjunction with side-constraints. Dense columns are thereby eliminated. The resulting model is larger than traditional stochastic programs, but computational savings are substantial--over a tenfold improvement for the problems tested. A series of experiments with stochastic networks drawn from financial planning demonstrates the attained efficiencies. Comparisons with MINOS and the dual block angular stochastic programming model are provided as benchmarks. The split variable approach is applicable to general two-stage stochastic programs and other dual block angular models. [ABSTRACT FROM AUTHOR]

Published
1991
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40. New Tool for Your Retirement Kit.

Author

Young, Lauren

Subjects
RETIREMENT planning, FINANCIAL planning, FINANCIAL management, WEALTH management services, SAVINGS, INVESTMENT advisors, FINANCIAL planners
Abstract

The article focuses on a new financial planning service the investment management company Vanguard uses to calculate retirement savings for clients. The program uses an online questionnaire and offers over-the-telephone advice from one of Vanguard's financial planners. The new program replaces receiving a 20-page financial plan that was difficult to read. INSET: The Price of Advice.

Published
2006

41. Kinetic Financial Reveals the Top Three Retirement Planning Tips

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

LOS ANGELES: Kinetic Financial has issued the following press release: In honor of National Senior Month, Kinetic Financial, a concierge-based financial planning company in Los Angeles, is sharing its top [...]

Published
2019

42. New Research: Juggling Student Loans, Saving for Retirement and Other Priorities

Subjects
Student loans, Savings, Personal finance, Financial planners, Financial planning, Financial services, Americans, Households, General interest, News, opinion and commentary
Abstract

WASHINGTON: Certified Financial Planner Board of Standards, Inc. has issued the following press release: A new survey by the Certified Financial Planner Board of Standards and Morning Consult shows that [...]

Published
2019

43. New Research: Juggling Student Loans, Saving for Retirement and Other Priorities

Subjects
Student loans, Savings, Personal finance, Financial planners, Financial planning, Financial services, Americans, Consumer research, Households, Business, News, opinion and commentary
Abstract

New CFP Board/Morning Consult Survey Gives Insight into Consumers' Attitudes Toward Loans, Savings and Working with a Financial Planner WASHINGTON, Sept. 10, 2019 /PRNewswire/ -- A new survey by the [...]

Published
2019

44. New Research Finds Combining 529 Prepaid and Savings Plans Potentially Offers Superior Risk-Adjusted Returns

Subjects
529 plans (Investments), Savings, Financial planners, Securities analysis, Financial services, Financial planning, Bonds (Securities), Investors, General interest, News, opinion and commentary
Abstract

ST. LOUIS: Private College 529 Plan has issued the following press release: New research shows parents saving for a child's college could benefit from diversifying 529 plan types, blending a [...]

Published
2019

45. New Research Finds Combining 529 Prepaid and Savings Plans Potentially Offers Superior Risk-Adjusted Returns

Subjects
529 plans (Investments), Savings, Financial planners, Securities analysis, Personal finance, Financial services, Financial planning, Bonds (Securities), Investors, Business, Business, international
Abstract

Parents' college savings could benefit from using the same strategy as retirement savings ST. LOUIS -- New research shows parents saving for a child's college could benefit from diversifying 529 [...]

Published
2019

46. National 529 College Savings Plan Day: Four Strategies to Maximize College Savings

Subjects
529 plans (Investments), Savings, Financial planners, Financial services, Americans, Education, Family, Financial planning, Student loans, Investment plans, Financial services industry, General interest, News, opinion and commentary
Abstract

WASHINGTON: Certified Financial Planner Board of Standards, Inc. has issued the following press release: Paying for college continues to be a challenge for many Americans, but on this 529 Day [...]

Published
2019

47. New Research Confirms Americans Are Not Prepared for Retirement

Subjects
Financial services, Personal finance, Financial planners, Financial planning, Americans, Employers, Savings, Financial services industry, General interest, News, opinion and commentary
Abstract

WASHINGTON: Certified Financial Planner Board of Standards, Inc. has issued the following press release: - Despite one of the strongest economies in decades, only 1-in-4 Americans feels financially prepared for [...]

Published
2019

48. Reverse Mortgages Are Beginning to Gain Acceptance

Subjects
United States. Federal Housing Administration, Financial services, Financial planners, Retirement income, Retirees, Reverse mortgages, Financial management, Financial planning, Mortgages, Consultants (Persons), Retirement benefits, Personal finance, Savings, Financial services industry, Business
Abstract

Byline: Scott Van Voorhis To access, purchase, authenticate, or subscribe to the full-text of this article, please visit this link: https://www.thestreet.com/personal-finance/mortgages/reverse-mortgages-are-beginning-to-gain-acceptance-14882200 Once highly controversial, reverse mortgages are gaining acceptance among [...]

Published
2019

49. Why you should save for something fun

Subjects
Televisions, Savings, Financial planners, Financial planning, Financial services, Financial services industry, Business, international
Abstract

Financial planners tend to have firm ideas about the most important goals: You should save for retirement, pay off debt and build an emergency fund. Buying a pair of $200 [...]

Published
2018

50. Most Americans Feel It's Harder to Retire Now Than It Was 5 Years Ago

Subjects
Financial services, Financial planners, Americans, Financial planning, Consulting services, Fiduciary duties, Households, Personal finance, Savings, Financial services industry, Business
Abstract

Byline: Robert PowellThis might not come as a surprise to students of retirement, but it does shed light on the need for Americans of all ages to plan -- and [...]

Published
2018

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