Jan 18
Monday
State of Financial Planning Profession
The 21-page position paper, available for download at www.fpsb.org, examines the drivers that have contributed to interest in and demand for financial planning globally and financial planning’s evolution as a recognized profession around the world. The paper highlights several issues that need to be addressed to establish financial planning as a distinct professional practice that benefits consumers globally. Continue…
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Free, Self-Service Financial Planning Solutions For Consumers
no responses - Posted 04.21.10
Voyant, Inc. unveiled Voyant @Home (www.planwithvoyant.com), the first do-it-yourself financial planning solution that puts consumers in direct control of their financial health. 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
At the beginning of every year there are stories abound on tax tips to help you reduce your tax liability. These stories inform on changes in tax laws that provide tax credits or deductions that have not been previously available. continue -
Retirement Planning Includes Safeguarding Your Credit Score
no responses - Posted 04.19.10
This year, the oldest Baby Boomers turn 61, meaning that the United States has officially begun the race to Baby-Boomer retirement. With many thousands of Americans retiring each year, and the number expected to grow, Bills.com co-founder and co-CEO Brad Stroh suggests that those entering their "golden years" check their credit scores before giving up their paychecks or moving into ... continue -
Financial Engines Launches Broader Retirement Planning Help
no responses - Posted 04.15.10
Financial Engines, a leading provider of independent retirement help, today announced the Financial Engines® Retirement Plan, a personalized statement that gives individualized advice to participants on investments, savings and retirement income. The Retirement Plan is designed to give 401(k) participants a comprehensive roadmap to address key retirement decisions. continue -
Retirement Savings Challenges in America
no responses - Posted 04.14.10
AXA Equitable Life Insurance Company released today a video to help raise awareness about the retirement savings challenges Americans face, as well as the strategies and resources available to help them work toward their financial goals. continue -
The New Retirement
no responses - Posted 04.13.10
The Ameriprise Financial New Retirement Mindscape study is the first to explore people's attitudes, worries, behaviors ambitions and needs before and after retirement. Due to a significant increase in life expectancy, retirement is lasting longer than ever before 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
Despite popular belief, boomers are overwhelmingly prepared to make the most of their journeys through retirement. However, even as they put their financial plans into place, most are ignoring the potentially devastating expenses associated with long-term care, according to a new Lincoln RetirementSM Institute (LRI) survey. continue
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Announcing Release of PreciseFP(TM) Digital Client Questionnaire
no responses - Posted 10.02.09
Spectrum Input, LLC, announces the release of its flagship product PreciseFP(TM), a non-proprietary data-gathering tool for financial planners and investment advisors that uses industry-standard communication methods (e.g. XML, PDF) to collect, process, and store client data in a secure and efficient manner One of the most crucial yet simplest tasks of ...continue
no responses - Posted 10.02.09
Spectrum Input, LLC, announces the release of its flagship product PreciseFP(TM), a non-proprietary data-gathering tool for financial planners and investment advisors that uses industry-standard communication methods (e.g. XML, PDF) to collect, process, and store client data in a secure and efficient manner One of the most crucial yet simplest tasks of ...continue