Financial Planning - Latest News  

Hi-Tech FPO provides outsource financial accounting and bookkeeping services to all small and large business. We provide outsourcing financial accounting services at 60% cutting rates.

Chuck Oliver, retirement planning expert and wealth strategist, has recently been named to America’s PremierExperts™ and will participate in The Ultimate Celebrity Branding Experience™.

Jeff Nabers, CEO of the Nabers Group an unconventional financial planning firm located in Denver, CO, cautions those to carefully look at all their options when considering a Roth IRA conversion.

Retirement Planning Expert, Brian Fricke, Launching Weekly “Coffee Crew Teleconference” Series

Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm, continues to recommend 529 college savings plans to save for higher education needs despite the concerns of some after last year’s market meltdown.

Graceful Financial Solutions recommends establishing a great credit score before saying goodbye to your regular paycheck.

Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that investors benefited from portfolio rebalancing during the recent market downturn and subsequent recovery.

RaagVamdatt.com announces the launch of its Hindi version, “RaagVamdatt.com – Aapka Paisa, Aapka Planning”, which would be India’s first Hindi website on financial planning and investment management.

Brian Fricke, Author, Speaker and Retiree Advocate, is offering a free special report on his website, titled “9 Ways Retirees Screw Up Their Finances.”

So far this year, an odd couple has emerged as big winners in the financial market. The Dow Jones Industrial Average is up 14 percent, while gold futures are up 19 percent.

An Oklahoma City financial professional has been selected to the annual Registered Rep. Top 100

Tom Tillery will be facilitating a 4 day Brett Danko Live Review for CFP® Certificants in Phoenix, Arizona October 22-25.

Brian Fricke, Retiree Advocate and Certified Financial Planner, was recently interviewed by publishing company Advantage Media Group about his latest book “Worry Free Retirement.”

The cost of attending a four-year private college increased 4.3 percent in the 2009-2010 academic year, bringing the average annual price to $35,636. Meanwhile, over the past 12 months, the Consumer Price Index actually decreased 1.3 percent.

On October 19, Hutchinson Financial, Inc., an independent Registered Investment Advisory firm based in Little Rock, became the first financial services firm to receive the Arkansas Governor’s Quality Award.

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Thomas N. Tillery appears in the October issue of Atlanta Magazine as one of Atlanta’s 2009 Five Star Wealth Managers.

Joan Hagan of Colchester, CT joined Carbon Copy Pro after a long business search. After exhaustive research, she found this to be the best business opportunity from home, providing high income potential today as well as residual income.

Arkansas Advisor knows how to ask what retirement clients want.

Tom Tillery will be facilitating a 4 day Zahn Live Review for CFP® Certificants in Grand Rapids, Michigan October 15th-18th.

Michael McGee explains the benefits to choosing the Roth IRA over the Traditional IRA

Susan M. Tillery, member of the AICPA's Personal Financial Planning Section, discusses the altered investment landscape in the October 2009 issue of the Journal of Accountancy.

Brian Fricke, Retiree Advocate, will soon be launching BandannaJournal.com, featuring retirement stories of life, purpose and passion.

Brian Fricke, Retiree Advocate, is offering a free special report to help consumers find a financial advisor to help guide retirement strategies during economic turbulence.

A New Horizon (www.anewhorizon.org) is one of the nation’s leading nonprofit 501 ( c ) ( 3 ) credit counseling organizations, announcing its support for Financial Planning Week which is October 5–11, 2009.

Mitchell B. Yellen, Founder and CEO of Wealth Wonks Pro and IBPro LLC., is showing people how to survive and thrive in troubling economic times.

Ron Palastro, CEO of R.S. Palastro Financial Planning Services, Inc., will be giving a presentation titled “Long Term Care – Yes or No?” for the Seventh Annual Financial Fitness Workshop.

This is a FREE workshop on estate planning October 10, 2009 at the Hampton Inn & Suites on Bob Arnold Blvd.

On October 19, TodayForward will send out invitations to those on its waitlist to begin using the site ahead of its wide release expected Q1 2010. The company was in the DemoPit debuting its wares and managed to garner a vote from Michael Arrington.

Susan M. Tillery has been reelected as Vice Chair to the Board of Directors for Partnership Against Domestic Violence.

Lifestyle Planner is extremely proud to announce the official launch of our website - intended to revolutionise the way you take care of your money.

TodayForward was unveiled today at TechCrunch50 where the company showcased its personal finance app that goes well beyond existing budgeting sites. The app offers a robust set of financial planning, management, and organization features.

Diversification did not protect investor's portfolios in 2008. Does 2008 indicate that diversification is dead? Let's examine how different asset categories have performed since the market turnaround on March 9, 2009:

Tom N. Tillery will be teaching at The University of Georgia, Terry College of Business Sept 14, 19 and 21. He will be teaching the CFP (R) Capstone Review Course which teaches 6 major areas of personal financial planning.

Susan M. Tillery is appointed to the AICPA Personal Financial Planning Executive Committee for the 2009-2010 year.

Serving South Florida since 1975, Gordon & Company, P.A. provides clients with professional accounting, tax, financial planning, investment management and insurance services of the highest quality.

Financial tips on how to get your retirement plan back on track.

A new e-book is available for download at no cost. Each chapter of the e-book describes a misunderstood financial topic. View the table of contents and determine which subjects you would like more information on.

Tom Tillery will be teaching Estate Planning for CFP(R) Certificants at the Merrill Lynch Complex office in Phoenix, Arizona Wed, Sept 9- Sat, Sept 12.

Blossom Wealth Management is a financial planning and investment advisory firm dedicated to assisting individuals and their families with expert advice to build and protect wealth through customized planning and investment solutions.

TodayForward launched its corporate blog today in advance of its participation in TechCrunch50 as a semi-finalist and DemoPit company. The firm plans to use the blog actively with current and prospective users, media, and venture capitalists.

Traditionally, a hedge is an investment that minimizes the risk associated with another investment. The hedge is designed to increase in value when the value of the original investment declines. Recently, the phrase “hedge fund” took new meaning.

Annapolis-based financial planning expert says people can make money during the recession by continuing to invest

Santa Monica, CA –Rose Greene, CFP© recently attended focus09, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker/dealer.

Load investments are frequently sold by stockbrokers, insurance agents, and annuity salesmen. These investments subtract a sales charge from the dollars invested in order to compensate the individual who sold the product.

Survey results indicate 76% of Americans do not know the difference between a broker/dealer and a Registered Investment Advisor.

Fee only financial planners never accept commissions or compensation from the products they recommend. Fee based financial planners have the ability to collect fees from their clients, but can also collect commissions from the products they sell.

Flipping through the local paper, I noticed a standard advertisement from a “financial planning” firm. We’re seeing more and more of these advertisements that are designed and written to appear as an actual article of the publication.

If your looking for a positive effect to come from the recent recession, look at how people handle their personal credit. In May of 2009, there was a total of $928 billion of revolving debt outstanding. That number is down from $960 billion in 2008.

The Office of Management and Budget revised its May deficit projections to forecast a record $1.6 trillion deficit for the fiscal year ending September 30. Worse, the White House forecast $9 trillion in additional debt over the next decade.