Contact
If you are seeking a qualified financial planning advisor you may contact us and we can help locate one in your area.
Any and all inquiries:
-
-
Quick Look
Popular
- About (0)
- Log In (0)
- Contact (0)
- Financial Planning Makes Growing Family Smarter (0)
- Announcing Release of PreciseFP(TM) Digital Client Questionnaire (0)
Latest
-
Free, Self-Service Financial Planning Solutions For Consumers
no responses - Posted 04.21.10
Voyant was one of only 77 companies selected to debut at DEMO 08, the premier launch venue for new products, technologies and companies. Voyant @Home helps people understand the big-picture impact of life-changing events and their long-term financial implications - from the birth of a child to the early retirement of a spouse. Unlike one-dimensional personal finance software, expense aggregators and ... continue -
Now That Tax Season is Over, it’s Time to Plan for next year’s taxes with ExecPlan Financial Planning Software
no responses - Posted 04.20.10
They may also give some insight on tax saving strategies for retirement planning or educational funding. The only catch is that these tax breaks are generally based on something you had to have already done in the previous year, and if you didn't do it, then you are out of luck. The best tax and financial planning advice is simple ... continue -
Retirement Planning Includes Safeguarding Your Credit Score
no responses - Posted 04.19.10
"People considering retirement should remember that their credit scores -- and the creditors that scrutinize it -- will not disappear with the first withdrawals from retirement funds," Stroh said. Credit scores incorporate credit history, amount of credit available and used, number of late and on-time payments, and whether any payments due are in default. Creditors also analyze other factors, including debt ... continue -
Financial Engines Launches Broader Retirement Planning Help
no responses - Posted 04.15.10
The introduction of the Retirement Plan is part of a wide-ranging effort at Financial Engines to broaden the scope of retirement help it offers employees at different phases of their lives. Financial Engines will provide advice and management on investing, savings and retirement income decisions as 401(k) investors plan for, transition into and enter retirement. ... continue -
Retirement Savings Challenges in America
no responses - Posted 04.14.10
The company posted it to "The Source" in support of National Retirement Planning Week®, an initiative sponsored by the Insured Retirement Institute (IRI). The video, which features Jamie Shepherdson, president of Retirement Savings for AXA Equitable and chair of the IRI, highlights the new retirement reality, including lessons learned from the economic meltdown and the role financial professionals will play in ... continue -
The New Retirement
no responses - Posted 04.13.10
Retirement is no longer "one size fits all", nor is it a single event. The New Retirement Mindscape study uncovered a progression of five distinct stages that people migrate through before and during retirement: Imagination, Anticipation, Liberation, Reorientation and ... continue -
Long-Term Care May Be a Road Block for Many Baby Boomers on the Road to Retirement
no responses - Posted 04.12.10
Take-charge baby boomers are knowingly ignoring the signs of a significant retirement detour. The so-called "Overconfidence Effect" keeps the baby boomer generation from acknowledging the emotional and financial tolls long-term care challenges can bring. "This LRI survey uncovered a dichotomy between what boomers envision for their personal retirement futures and what they expect their peers to face in retirement," said Bobby ... continue
Tags
- 401k annuities Baby Boomers Finance financial advice Financial Advising Financial Advisor financial advisors Financial Management financial plan Financial Planner financial planners Financial Planning Financial Planning Firm Financial Stability Plan fund manager Investing Investing for Retirement investment Investment Advising Investment Advisor investment advisors Investment Planning Investment Program investment strategies investment tips investors IRS Planning for retirement prepare for retirement Real estate recession retirement retirement calculator Retirement financial planning retirement funds retirement income retirement investment retirement options retirement plan retirement planning retirement plans Saving for Retirement savings Treasury Department