The Key to Successful Financial Planning

Financial planning at its smallest denominator is essentially what you’d like to have and how you plan to get it ... away of all of their jargon, it’s a lot easier to understand it. So, in order to begin planning your financial future , make a list of everything you’d like to have. Whether it’s the freedom to take [more...]

Date: 2009-04-03 13:43:41

Blog posts (390) | Videos (357)
 

Can you afford your farm?

WOOSTER, Ohio — With the current economic downturn, farmers may be scrutinizing the future of their operations and a financial planning tool offered ... . FINPACK FINPACK (Farm Financial Planning and Analysis) is a nationally known agricultural software package designed to aid in farm planning and credit analysis, as well as evaluate the finan [more...]

Date: 2009-04-05 05:14:28

Recovering From the Crash

This is a guest post by Jeff Rose , who is an Illinois Certified Financial Planner(TM) and co-founder of Alliance Investment Planning Group. Jeff is also the author of Good Financial Cents , a financial planning and investment blog. If you like what you see here, please consider subscribing to his RSS feed . Does anybody feel [more...]

Date: 2009-03-12 11:00:38

Looking for Financial Freedom?

We’ve used the backdrop of the struggling economy as an opportunity to do a series at NewSpring on God’s plans for handling our personal finances ... of financial planning and counseling, is presenting his Financial Learning Experience class FREE ... Calculate amount needed for retirement Hear about the power of compound interest We want you to [more...]

Date: 2009-03-19 17:26:55

Confusion About Financial Planning Designations Leads to New Website

Confusion About Financial Planning Designations Leads to New Website BRYN MAWR, Pa., Aug. 23 /PRNewswire-USNewswire/ — In an effort to aid the thousands of financial planners questioning which advanced designation is the best fit for their practice, a new web site was launched today that provides professionals with an unbiased and interactive means of evaluating their educational options. [more...]

Date: 2009-08-23 13:23:58

How To Draft A Basic Financial Savings Plan

When it comes to long term financial planning, my wife and I don’t really have one ... have from now until retirement. Major expense is up to you but for our plan we put major as any expense above ... for their education, subsidizing your parent’s retirement, your own retirement, etc. Remember [more...]

Date: 2008-09-16 13:55:25

Plan A and Plan B

In response to my recent post, Will your parents’ financial decisions leave you holding the bag? ... to be completely accurate with long-term financial planning. This deep recession, for instance ... your financial considerations and planned life events [more...]

Date: 2009-04-06 19:46:02

Five Ways To Save Money At A Sporting Event

This is a guest post by Jeff Rose. Jeff Rose is an Illinois Certified Financial Planner(TM) and co-founder of Alliance Investment Planning Group. He is also the author of Good Financial Cents , a financial planning and investment blog. You can also learn more about Jeff at his website [more...]

Date: 2009-02-20 11:00:06

Helping Mom Transfer Old 401(k) To Vanguard IRA

My mom is trying to organize and simplify her financial accounts, which I applaud. A major part of this is to finally move her orphaned 401(k) ... their Voyager level which includes a discounted financial plan. The pitch: “Pay just $250 for a plan developed by a Certified Financial Planner™ from Vanguard [more...]

Date: 2008-08-27 13:06:23

Retirement Countdown: Take Action Now to Get the Life You Want

From Publishers Weekly Shapiro, a personal finance columnist and director of financial planning, believes that many people do not do to plan for their retirement. The process of intimidating people, or the media or other authors in the belief that they can make all rocked the plans on their own cause. Shapiro advocates the use of financial planners and carry more importantly, the small steps with care. The book is divided into three parts, beginning with an overview of retirement. [more...]

Date: 2009-10-07 02:07:29

10 Characteristics your Financial Planner Must have

CC photo by LaughlinThere’s nothing better than self reliance and personal empowerment when it comes to financial planning ... . They are a Certified Financial ProfessionalAll legit financial planners should have some sort of highly valued certification. Perhaps they are a Certified Public Account (CPA), Certified Financial Planner [more...]

Date: 2009-01-11 23:00:19

Starting the Right Financial Planning Early in Life

by Paul J. EastonMost people realize later in life that they need a good financial advice early on in life ... to start financial planning is only with a certified professional. Your best bet is a Certified ... learn some financial tips from their experience. Financial planners can come from different educational [more...]

Date: 2009-02-10 09:45:04

When The Checks Stop Coming In

Posted by Bossip Staff The Judge in Michael Vick’s bankruptcy case is making things a whole helluva lot worse for former star athlete: A bankruptcy judge in Virginia on Friday refused to approve an elaborate financial plan ... quantities of financial projections and analysis, the judge determined that Vick would have only $210,000 [more...]

Date: 2009-04-06 11:47:07

Job Search: Find a Job With a New Degree, Certification, Or License

Finding a job in your industry is easier when you have a personal brand  that can serve as an online resume and a place to document your expertise ... , I have been trying to figure out the best way to make a career transition into financial planning without having ...  than a financial planner. There are salaried positions out there in the financial pl [more...]

Date: 2009-02-25 14:00:43

Chartered Accountant (Saudi Arabia)

Employer: Punj Lloyd LtdIndustry: Finance and AccountsLocation: Saudi ArabiaJob Description:Responsibilities Produce reports and recommendations following internal audits. Prepare financial statements, including monthly and annual accounts. Preparing financial management reports, including financial planning and forecasting. Advising on tax and treasury issues. Negotiating terms with suppliers. [more...]

Date: 2009-10-12 09:40:20

She Got Me Blogging

I’ve lured her to the dark side. My spouse Helen, whom some of you know from our “She Got Me Pregnant” vlogs, has started blogging ... preparation and financial planning. She started putting up regular tips on her Web site, decided ... for Queercents will be on financial planning for queers, our families, and friends, as well as advice [more...]

Date: 2009-03-31 23:12:28

ROUNDUP: Good news for consumers

Consumers needed a little break, what with the tense September to October months and worries about whether the sky is falling down and whether jobs ... . When difficult times kick in, our financial plans often shift to prioritizing liquidity over ... that financial values are relative. “A trader, for example, would have a different mindset [more...]

Date: 2008-11-07 22:25:38

Tips On Selecting The Right Financial Planner At Ease

by katie George With the entrance of the population of aging baby boomer in their 60s, ... to. And the profession of Certified Financial planners (CFP) or Financial Planning enters into this entire mix as they are more legitimately called. Financial planners provide assistance to all types of families A clear [more...]

Date: 2008-12-21 09:48:27

AMWA Event: The ABC of Financial Planning

Note: This event is not sponsored by STC-Montreal. Please contact the event organizers for more details ... planning, (RESP, RRSP, TSFA, insurance tax shelters), risk management, and retirement planning ... . The American Medical Writer’s Association presents “The ABC of Financial Planning [more...]

Date: 2009-04-01 13:16:15

Eight Things You Should Ask About Financial Planning

by Hank Brock What is Personal Financial Planning? ... pages and includes: - Cash Flow Budgeting Analysis - Debt and Investment Capital Management [more...]

Date: 2009-03-16 14:12:15

Oracle delivers solid third quarter; Strong dollar dings fourth quarter outlook

March 18th, 2009 Posted by Larry Dignan @ 1:28 pmCategories:Earnings, Economy, General, OracleTags:Revenue, Oracle Corp., Dividend, Financial Planning, Financial Accounting, Personal Finance, Finance, Larry ... in the third quarter was up 5 percent to $4.4 billion, but new software license sales were down [more...]

Date: 2009-03-18 20:28:12

Advice from a Financial Planner

by Paul J. EastonDo you have any idea what exactly is the right financial planning? ... your choices with only the Certified Financial Planners. The CFP designation are the most trusted ... . Usually, commission-based planners do not charge a fee for the financial advice. They are expecting [more...]

Date: 2009-02-10 12:17:17

Upcoming Interview With Top Financial Planner: Submit Your Questions

I have the opportunity to interview one of the top CERTIFIED FINANCIAL PLANNER™ Professionals in the country, Deena Katz ... Planner Financial Lessons from Flight 1549 and New Video Weekly Roundup - March 29th ... . She was recently named one of Financial Planning Magazine’s “ 5 Most Influential People in the Planning Business “ [more...]

Date: 2009-03-20 12:30:26

Eight Financial Planning Questions You Should Know

by Hank Brock What is Personal Financial Planning? ... : - Cash Flow and Budgeting Analysis - Capital Management (debt and investment portfolios [more...]

Date: 2009-03-28 10:34:17

Alternative Investments to Bank CDs - Annuities

Investors today are always searching for investments that are just right for their individual financial plans and goals.  In today’s competitive investing environment there are many options open to the individual investor.  Certificates of deposit from banks will maximize the return on your hard earned dollars by giving you competitive interest rates along with a wide range of maturities to fit your needs but are not the only investment option to employ.  Whether you’re saving for retirement or [more...]

Date: 2009-08-05 01:39:57

How to Help Keep Your Finances Healthy During a Job Transition

With the current rate of unemployment and the fact that many jobs are still hanging by a thread I want to share with you some ideas on managing your ... 1: Know Where You Stand… In the world of financial planning we use what’s called Net Worth to assess your financial health. Your Net Worth is calculated by summing up your assets and subtracting [more...]

Date: 2009-03-31 13:00:05

Weekly Links: October 4, 2009

Each Sunday I highlight the Carnivals I participated in over the past week, along with any notable articles that I came across. For those readers not familiar with carnivals, it’s where personal finance bloggers submit their best articles of the week with one blog serving as the host. The entries are separated into various categories such as Investing, Credit, Debt, Budgeting, Frugality, Wealth Building, Money Management, Financial Planning, Insurance, Taxes, The Economy, Real Estate, et. al. [more...]

Date: 2009-10-04 10:30:50

Weekly Links: September 27, 2009

Each Sunday I highlight the Carnivals I participated in over the past week, along with any notable articles that I came across. For those readers not familiar with carnivals, it’s where personal finance bloggers submit their best articles of the week with one blog serving as the host. The entries are separated into various categories such as Investing, Credit, Debt, Budgeting, Frugality, Wealth Building, Money Management, Financial Planning, Insurance, Taxes, The Economy, Real Estate, et. al. [more...]

Date: 2009-09-27 10:30:46

Do You Need A Certified Financial Planner?

Need help to manage your money ? There was once a time when I thought I’d pursue a career in personal financial planning as a second wind (after I moved on from a career in the engineering field). I’ve always been interested in helping others out with their finances, and this would be a natural progression. But it would take some studying and passing some certifications to do this. [more...]

Date: 2009-08-08 04:01:26

10 Important Reasons For Taking Out A Life Insurance Policy

Author: Donald Saunders Insurance is designed to protect you from disasters and their financial consequences ... yearly income. An important part of your financial planning, whole life insurance gives you peace ... you during retirement. 4. Some policies have riders such as restricted coverage of term insurance [more...]

Date: 2009-04-06 04:57:45

The Utah Shakespearean Festival Tightens Its Belt

by Ian Kleine Theater companies have not been spared by the economic recession that had swept across the country (and around the world) ... in the theater’s part. Management is planning to make serious cutbacks, financial adjustments ... with reports of bankruptcy, financial instability and lack of support from patrons and private [more...]

Date: 2009-04-06 12:58:09

Financial Serenity: First Step Awareness

Not sure how to get out of debt and gain financial serenity? ... software system I could recommend for personal financial planning.   You Need a Budget is more than a simple, effective personal budget financial software system. It is a tool that will help [more...]

Date: 2009-03-30 21:18:13

In Case You Missed It: Business News Round-up

Contributed by Martin Mitchell of the Corporate Training Group. Federal Reserve Board Chairman Ben Bernanke says the US recession is probably over, and Governor of the Bank of England Mervyn King expects a slow recovery for the UK. Banks will face limits on the total amount they pay their staff in bonuses under proposals being drawn up by the Financial Stability Board. The board’s plans will be submitted to the G20 countries in advance of their summit in Pittsburgh next week. [more...]

Date: 2009-09-21 10:00:50

ING Compare Me - See how you’re doing against your peers

I received an email from ING this week making me aware of a new site (or at least new to me) they have called ING Compare Me (www.ingcompareme.com) ... on financial planning services. Overall it’s an interesting tool for getting a perspective on where ... , and planning.  Before jumping in though, you have to complete a little profile information so [more...]

Date: 2009-03-18 10:13:28

A Biblical Perspective on Inheritance

Out of Debt Christian recently received a great question from one of our readers. He asked for advice on the topic of spoiling the child versus inheritance. The Bible  is clear about not spoiling our children; however, that doesn’t apply when it comes to leaving your children with what they need when you are no longer here. For help with this topic I turned to my church’s Pastor of Financial Planning Joe Sangl . [more...]

Date: 2009-10-07 12:00:11

How to Choose an Advisor–Top 5 Questions You Want to Ask

I was sitting with a colleague, Matt Clifford of The Island Financial Group last week, chatting about a range of things: the economy, ... Planner: What does “financial planner” mean to you? What will you be doing for me? Manage/invest ... they might not have enough experience (e.g., financial planning, accounting and law)? How can they feel [more...]

Date: 2009-03-31 12:22:42

Aligning Financial Goals

I recently read a lengthy article that examines the challenges of financial concerns within an entreprneurial relationship ... has a lot to do with financial planning, taking on entrepreneurial activities and saving money4 ... talks of the many challenges they faced, financial and emotional during the long years it took [more...]

Date: 2009-04-06 02:54:44

Friday Blog Roundup

Everything in our house is breaking. All at once. Which is how these things seem to go. It started with the air conditioner last summer ... being a homeowner.I'm not really sure why we bought a house. I mean, I know the whole financial planning side of it--how it will help us in the long run to be paying for something we own rather than [more...]

Date: 2009-04-03 11:31:00

Is the WH Finally Taking Regulatory Reform Seriously?

With their Senate health care victory still fresh in the mind, is Team Obama finally getting serious about reforming Banking and Wall Street?   News reports that the White House is “ growing frustrated that the banking industry is fighting President Barack Obama’s plan to overhaul financial regulations” seems to have been caused, in some part, by the mounting political backlash over big profits and bigger bonuses at Goldman Sachs and others. [more...]

Date: 2009-10-19 20:03:24

Is the WH Finally Taking Regulatory Reform Seriously?

With their Senate health care victory still fresh in the mind, is Team Obama finally getting serious about reforming Banking and Wall Street?   News reports that the White House is “ growing frustrated that the banking industry is fighting President Barack Obama’s plan to overhaul financial regulations” seems to have been caused, in some part, by the mounting political backlash over big profits and bigger bonuses at Goldman Sachs and others. [more...]

Date: 2009-10-19 20:03:24

Keys to Financial Freedom: Strategies for Debt-Free Living: Dennis Leonard

Editorial Reviews Financial insecurity is the #1 cause of stress, loss and breakdown in families and relationships today ... to Financial Freedom you will learn How to assess your financial condition New money management habits How to build a financial plan How to grow in wealth and prosperity Discover [more...]

Date: 2009-03-25 17:23:11

Is the Credit Counselor Sincere?

by Paul J. Easton When you are faced with so much credit card debts already that you cannot manage them well enough to pay at least the minimum ... to get out of debt or save money. Your counseling agency will stand by you in finding the best financial plan ... , it may be of great help to seek professional guidance and assessment of your financial condit [more...]

Date: 2009-04-05 02:50:26

Is the Credit Counselor Sincere?

by Paul J. Easton When you are faced with so much credit card debts already that you cannot manage them well enough to pay at least the minimum ... to get out of debt or save money. Your counseling agency will stand by you in finding the best financial plan ... , it may be of great help to seek professional guidance and assessment of your financial condit [more...]

Date: 2009-04-05 02:41:23

What Do You Do?

I found out awhile ago that most people would rather go to the dentist than engage in what they think is “financial planning.” In fact, if I am on a flight and I want to be left in peace to get some reading done, I have found that if the person next to me asks what I do for a living and I tell him that I am a financial planner that pretty much seals the deal: peace and quiet for the rest of the flight. [more...]

Date: 2009-10-12 17:14:14

Professional Financial Advice-What Do Financial Advisers Do

by James Lostington A personal financial advisor will begin with assessing their clients needs. At this point an advisor with obtain note of precise information concerning a clients in progress assets as well as their potential financial goals. In a nutshell, a financial advisor is efficiently trained to investigate your goals and assist you in setting up a practicable financial plan to shore up achieving those goals. [more...]

Date: 2009-10-12 10:30:57

Bobby Purcell Makes 80k More Than Closest ACC Counterpart

1. Bobby Purcell, NC State $344,013 2. Andy Miller, Fla. State $268,752 3. John Montgomery, UNC $245,923 4. Dirk Kastra, UVA $203,750 5. Jack Thompson, GA Tech $159,625 6. Bill D’Andrea, Clemson $153,000Triangle Business JournalLeaders of college athletics booster clubs are used to watching their sports teams perform under pressure.But now it’s those highly paid fundraisers who are having to execute their own financial game plans in a tough economic environment to show they’re worth the big-time [more...]

Date: 2009-10-20 13:33:35

Blog carnival edition 1

Welcome to the October 29, 2008 edition of 123 of investing and financial planning ... ." KCLau presents The Malaysian Insurance Planning Guide by Meshio.com REVIEW posted at KCLau's Money Tips, saying, "A review about an ebook on insurance planning. The book is specially written [more...]

Date: 2008-10-31 10:18:00

Global Elite!!

Copyright © 2009 Alan Weiss . Visit the original article at http://www.contrarianconsulting.com/global-elite/ ... that they have great relationships with event planners—middlemen—and their material offers all kinds of things to sell to the “elite members,” such as financial planning services. Be careful. Ignore those who want [more...]

Date: 2009-04-06 11:48:00

keeping your family’s finances safe

A few tips on financial safety for National Protect Your Identity Week In almost 60 percent of households it’s the women who are in charge of managing the finances – from balancing checkbooks to paying monthly bills. With new research showing 4 out of 5 web-savvy families are paying their bills online, it’s important that money-managing moms understand and use a few helpful online tools to effectively plan for their family’s financial future. [more...]

Date: 2009-10-21 16:00:49

4 Years Ago Today I Became a Mompreneur

...because 4 years ago, on March 23, 2005, my daughter Grace was born.  I was already a business owner, having launched Potts Weinstein Financial Consulting (personal, fee-only financial and estate planning) about 18 months earlier, working from home.  No non-family [more...]

Date: 2009-04-04 21:31:47

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