Financial Planning and Advice - PRWeb Press Release Group http://www.rsspad.com/rss2/13736.xml Personal financial planning advice from an accomplished group of independent financial advisors. - Powered by PRWeb and RSSPad en xml@emediawire.com xml@emediawire.com 30 Controlling Risk Mandates Health Insurance Reviews: Don't Ignore Health Risks in Retirement Planning Warns Financial Advisor http://www.prweb.com/releases/2009/07/prweb2587964.htm Consumers struggling to re-build retirement funds, are concerned with controlling risk. When reviewing risks associated with the market, interest rates and inflation, often overlooked can be the potentially more devastating health risks. In fact, the cost of extended nursing care could wreak serious damage on a retirement fund. (PRWeb Jul 2, 2009)

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]]> Thu, 02 Jul 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/07/prweb2587964.htm Small Businesses Struggle to Remain Competitive in the Recession: Financial Advisors Offer Tips for Controlling Costs http://www.prweb.com/releases/2009/06/prweb2561844.htm From corporate board rooms to the kitchen table, Americans are at work cutting the fat from over-extended budgets. This switch into survival mode is equally imperative in the small business arena where tight credit and the nation's newly adopted frugality have combined to create unprecedented financial challenges. (PRWeb Jun 30, 2009)

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]]> Tue, 30 Jun 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/06/prweb2561844.htm Lifestyle and Economic Changes May be Permanent: Financial Professional Offers Personal Strategies for Adjusting to the New Economy http://www.prweb.com/releases/2009/06/prweb2440454.htm Shock dealt by the market is laying the foundation for deep, long- term change where quick or temporary adjustments won't do. Rocked to their core, consumers are saying a good-bye to frivolous expenditures. In fact, Americans say that even after the recession ends, their spending will return to just 86% of pre-recession levels, which equates to an approximate 10% drop, according to a new survey by AlixPartners LLP. On the savings front, the survey revealed that once the recession ends, Americans plan to save 14% of their total earnings, with the replenishment of their 401(k) and other retirement savings their biggest long-term concerns. In the end, this financial crisis may be recorded as a "generation-changing moment" where investors chose risk management over risky business. To help adjust to and even prosper in this "reset" economy, Jeff Carbone, partner of Cornerstone Financial Partners, recommends three tips. (PRWeb Jun 2, 2009)

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]]> Tue, 02 Jun 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/06/prweb2440454.htm A Secular Bear Market May Require Changing up the Strategy: Tips for Managing Finances during the Great Recession http://www.prweb.com/releases/2009/04/prweb2326104.htm This isn't the first time the country's faced economic uncertainty, but this is a once-in-a-generation confluence of events that have not only led to a severe market downturn but a ferocious contraction of the global economy. To have an economic crisis of this magnitude occur at a time in our nation's history when a record number of people are in or within arm's reach of retirement is significant. "In fact, it's likely that we could be in a secular bear market," says Jim Coleman of Coleman Financial Advisory Group. Secular trends are major bull or bear trends that generally last for a decade or two. Cyclical trends are minor bull or bear trends within a secular trend. (PRWeb Apr 22, 2009)

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]]> Wed, 22 Apr 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/04/prweb2326104.htm Growing up Is Never Easy: The Pains of Recession Should Lead to More Mature Financial Practices http://www.prweb.com/releases/2009/03/prweb2261264.htm Urging the country to put away childish things, President Obama could have been talking about poor spending habits. Like children, this nation demanded instant gratification. The retail concept of lay-away, so popular just 30 years ago went the way of the drive-in movie. No longer satisfied with buying only what is affordable, Americans embraced run away equity lines and defined themselves by what could be bought on credit. But those days are no more - and maybe it's for the better. (PRWeb Mar 31, 2009)

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]]> Tue, 31 Mar 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/03/prweb2261264.htm Build a Team of Financial Champions: Advisors Recommend Collaborative Planning As a Means to Help Protect and Manage Finances http://www.prweb.com/releases/2009/03/prweb2192884.htm "The whole is greater than the sum of the parts." "Two heads are better than one." Even mother recommended the buddy system. Teamwork can be exceptionally beneficial in managing finances. Bernard Madoff's alleged one-man-run $50 billion Ponzi scheme serves to drive home this point, as well. The more individuals exercising due diligence and asking questions, the better to possibly avoid bad financial deals. Not only can multiple advisors help provide a reassuring checks and balances system, but their broad range of expertise may help translate into more strategic financial decisions. (PRWeb Mar 10, 2009)

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]]> Tue, 10 Mar 2009 07:00:00 GMThttp://www.prweb.com/releases/2009/03/prweb2192884.htm Retreating to Cash Only Is Not the Answer: Financial Advisor Explains How Recession and Retirement Can Mix http://www.prweb.com/releases/2009/03/prweb2129004.htm So, who doesn't feel like yanking their remaining money out of the market, stashing it under a mattress, and hiding under the covers? After all, playing by the rules didn't seem to help much. Even diversified portfolios bit the dust. In 2008, the market's decline was broad-based and severe, ensnaring not only domestic and international equities, but fixed-income securities as well, from high-quality corporate bonds to municipal bonds. It may seem only cash and Treasury bonds were spared the dramatic declines. Especially for those nearing or in retirement, waving the white flag and retreating to cash may feel like the most prudent course of action. Yet, while cash and Treasury bonds were king in 2008, stashing every penny there may not be a risk-free option over the long-term. (PRWeb Mar 4, 2009)

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]]> Wed, 04 Mar 2009 08:00:00 GMThttp://www.prweb.com/releases/2009/03/prweb2129004.htm Can Your Personal Finances Survive a Recession? Financial Advisor Recommends Practical Tips to Help Consumers Get through the Downturn http://www.prweb.com/releases/2009/02/prweb1951744.htm While the pressure is on for Washington to act quickly and approve a stimulus package, it's still going to take time to see any results of such action. So how will consumers survive through the coming quarters, until the economy stabilizes? When Terry Anderson, President of Wealth by Design & Management, was asked for his thoughts on managing personal finances during a recession, three themes emerged: (PRWeb Feb 10, 2009)

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]]> Tue, 10 Feb 2009 08:00:00 GMThttp://www.prweb.com/releases/2009/02/prweb1951744.htm Back to Basics in the 2009: Mindful Money Management Can Transform More Than the Bottom Line http://www.prweb.com/releases/2009/01/prweb1887394.htm As Barack Obama takes office, expectations are running high as to what the new administration will or can do about the current financial crisis. "Pessimism has seeped into every corner of the financial world, but on a personal level there are ways to regain a positive approach to managing finances," says Bill Glubiak, Chief Executive Officer of Cedar Brook Financial Partners, LLC. "Getting back to the basics, right now, may not only be good for the bottom line, but offer benefits outside the financial realm such as bringing family members closer together." (PRWeb Jan 21, 2009)

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]]> Wed, 21 Jan 2009 08:00:00 GMThttp://www.prweb.com/releases/2009/01/prweb1887394.htm Keeping Your Balance as Markets Wobble: Advisor Suggests Re-Jigging Your Portfolio Now To Help Your Outcome When Shares Pick Up Again http://www.prweb.com/releases/2009/01/prweb1836304.htm For many investors, the market's recent swoon has not only shaken their confidence, but thrown their portfolio out of alignment. According to Don Patrick, an independent financial professional, over time, even the most carefully constructed portfolio can become unbalanced as the riskier asset classes outperform the more conservative ones, but serious unbalancing can occur more quickly in sudden, steep declines like we've seen in recent months. (PRWeb Jan 13, 2009)

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]]> Tue, 13 Jan 2009 08:00:00 GMThttp://www.prweb.com/releases/2009/01/prweb1836304.htm FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) Announced, San Diego Advisor Named for Third Consecutive Year http://www.prweb.com/releases/2009/01/prweb1841554.htm Long-time financial professional and president of Asset Preservation Strategies, Inc., John Jenkins, has been named to the 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) list for the third year in a row. The complete list will appear in the February 2009 issue of San Diego Magazine. (PRWeb Jan 13, 2009)

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]]> Tue, 13 Jan 2009 08:00:00 GMThttp://www.prweb.com/releases/2009/01/prweb1841554.htm It's Not All Bad News: Independent Advisor Representative Sheds Light on these Financial Dark Days http://www.prweb.com/releases/2008/12/prweb1662124.htm Scary headlines may have you thinking about pulling out of the market, but peppered in among those doom and gloom proclamations is solid advice, urging investors to take advantage of a number of significant opportunities present in today's market. According to Brett Ellen, an independent investment advisor representative and President of American Financial Network (AFN), even during uncertain times such as these there are ways to turn your loses into gains if you just know where to look and whom to turn to. (PRWeb Dec 2, 2008)

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]]> Tue, 02 Dec 2008 08:00:00 GMThttp://www.prweb.com/releases/2008/12/prweb1662124.htm Financial Resilience Requires a Professional: Now More Than Ever Investors are Seeking Independent Advice from Financial Advisors http://www.prweb.com/releases/2008/11/prweb1652744.htm In the wake of the global financial crisis, U.S. consumer confidence, the fuel of our nation's economic machine, plunged to an all-time, 41-year low last month. According to the Conference Board, in spite of falling gasoline prices, the October consumer confidence index fell to 38 to rest at a significantly lower point than the expected October reading of 52. (PRWeb Nov 26, 2008)

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]]> Wed, 26 Nov 2008 08:00:00 GMThttp://www.prweb.com/releases/2008/11/prweb1652744.htm It's Open Season on Employee Benefits: Financial Professional Recommends Five Questions Every Employee Should Ask During Open Enrollment http://www.prweb.com/releases/2008/11/prweb1571554.htm The average person spends more time planning Thanksgiving dinner than studying their employee benefits package. Although many employees spend less than 10 minutes flipping through the glossy benefits brochures before pushing them aside, Andy Smith, Senior Partner with Cornerstone Financial Partners, Inc., believes that by not investing the time to make informed choices, workers may be leaving money on the table and putting their future at risk. (PRWeb Nov 6, 2008)

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]]> Thu, 06 Nov 2008 08:00:00 GMThttp://www.prweb.com/releases/2008/11/prweb1571554.htm Healing the Personal Financial Crisis in America: Money Coach Offers Insights in Midst of Wall Street Volatility http://www.prweb.com/releases/2008/10/prweb1495924.htm With more than one million Americans in personal bankruptcy and nearly two million people losing their homes to foreclosure, the personal financial crisis will undoubtedly have a ripple effect that will take years to unfold. While much of this situation is global in scope, the consequences that a collective lack of financial education and unconscious money patterns have on our ability to make informed financial decisions has led many into financial trauma. So says Deborah Price, founder of the Money Coaching Institute, an organization that trains financial planners, coaches, therapists and the general public in better understanding core money issues. "Although we have evolved socially and technologically, we remain highly underdeveloped when it comes to money, which is proving to be hazardous to our personal and national health," Price says. (PRWeb Oct 23, 2008)

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]]> Thu, 23 Oct 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/10/prweb1495924.htm Investing in a Volatile Real Estate Market: Local Financial Pro Gives Investors Seven Tips to Navigate the Real Estate Market http://www.prweb.com/releases/2008/10/prweb1456824.htm According to the Center for Responsible Lending, 2.2 million families with a subprime loan issued from 1998 through 2006 have lost or will lose their home to foreclosure in the next few years. That amounts to a projected maximum equity loss of $164 billion. But according to John Checki, a Richardson-based independent financial professional, successful real estate investing is still a reality if an investor pays careful attention, conducts detailed research and has patience. (PRWeb Oct 16, 2008)

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]]> Thu, 16 Oct 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/10/prweb1456824.htm Obama and McCain vs. Investment Portfolios: Financial Pro Examines How Election Years Affect Investment Portfolios http://www.prweb.com/releases/2008/10/prweb1450914.htm It's an election year and while there's plenty of speculation how the electoral votes will add up in the red states and blue states, many investors are wondering how the transition in the White House will impact their portfolios. According to independent financial professional Clyde Wyatt, there's ample analysis that gives investors clues about how the market will react as they and their friends, family and colleagues head to the polls. (PRWeb Oct 15, 2008)

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]]> Wed, 15 Oct 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/10/prweb1450914.htm Investing and the Bear Market: Consortium of Financial Professionals Gives Advice on Ten Smart Moves to Make in a Bear Market http://www.prweb.com/releases/2008/09/prweb1311434.htm When the Dow Industrials announced a 6.3 percent loss in June, its worst June performance since 1930, analysts declared that investors had officially entered Bear territory. A few months into this new reality and some of us are still wondering, What now? Mike Flower, an independent financial professional with Financial Principles in Fairfield, says that the oft-heard advice "stay the course" doesn't mean that investors should literally do nothing. Flower and nine fellow registered representatives affiliated with Securities America, Inc., one of the nation's largest independent broker/dealers, have developed 10 Smart Moves for Investors to Consider in a Bear Market. (PRWeb Sep 16, 2008)

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]]> Tue, 16 Sep 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/09/prweb1311434.htm Five Tips for Dealing With Pain at the Pump: Financial Professional Helps Consumers Conserve Gas and Money http://www.prweb.com/releases/2008/07/prweb1104004.htm The average price of a gallon of gasoline nationally having now surpassed $4.00, is almost a dollar higher than it was a year ago. One of the culprits: the skyrocketing price of oil which continues to reach record highs. In fact, experts say that, generally, for every dollar increase in oil prices, gas prices increase by 2.4 cents a gallon. With this kind of pain at the pump, it may be time to develop some long-term survival strategies to deal with high gas prices. Don Patrick, managing partner of Integrated Financial Group has five tips to help deal with the pain at the pump. (PRWeb Jul 22, 2008)

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]]> Tue, 22 Jul 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/07/prweb1104004.htm Understanding Roth IRA Accounts: Financial Advisor Helps Investors Make Informed Decision About Rolling Retirement Accounts to Roth IRA http://www.prweb.com/releases/2008/07/prweb1046754.htm Although the Roth IRA celebrates its 10th anniversary in 2008, it's still underused relative to traditional IRAs, according to financial professional Brett Ellen, Founder of American Financial Network. A May 2008 report by the Employee Benefit Research Institute (EBRI) revealed that of the $2.5 trillion invested in individual retirement accounts in 2002, $2.3 trillion was in traditional IRAs, representing more than 90 percent of all IRA assets. Roth IRAs accounted for just over 3 percent of all IRA assets. (PRWeb Jul 1, 2008)

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]]> Tue, 01 Jul 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/07/prweb1046754.htm Investing in Ben Bernanke's World: Financial Advisor Gives Four Tips to Manage Investments in Light of Federal Reserve Moves http://www.prweb.com/releases/2008/06/prweb1009174.htm According to Jim Coleman, an independent financial advisor, while headlines fuel debate over whether the Fed has made the right decision, there's a more immediate concern for investors. "Investors should be asking themselves whether the Fed's traditional tools need re-tooling to fix the current financial crisis and restore market confidence, or do they need to make unprecedented moves of their own?," inquires Coleman. Coleman says that rather than matching one extreme move with another, investors should follow time-tested strategies to guide you through what is an extraordinary period in market history. Coleman offers four tips to make sure investors are reacting rationally to the Fed's economic policies. (PRWeb Jun 17, 2008)

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]]> Tue, 17 Jun 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/06/prweb1009174.htm Recession-Proofing An Investment Portfolio: Financial Professional Highlights Advice Investors Should Heed in Turbulent Markets http://www.prweb.com/releases/2008/05/prweb955004.htm The average individual investor holds portfolios comprised of stocks, bonds and cash. Today that places many investors in a quandary: while bonds are often a safe haven when the stock market outlook is uncertain, bonds usually do not do well when inflation increases, precisely the economic conditions we now face. According to David Kaiser, a Denver-based independent financial professional, investors would be smart to look at where institutional investors, like foundations and trusts, turn during times of market volatility. (PRWeb May 27, 2008)

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]]> Tue, 27 May 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/05/prweb955004.htm Portfolio Diversification Can Minimize Stock Market Risk: Financial Advisor Urges Investors to Unwind Highly Concentrated Stock Positions http://www.prweb.com/releases/2008/04/prweb802634.htm Most Americans who invest in stocks know that market volatility and stock price fluctuation are normal and to be expected. But according to financial professional Chanie Schwartz, they also need to understand that maintaining a diversified portfolio is important. "The old adage 'don't put all your eggs in one basket' is still good advice," Schwartz says. "Anyone in doubt should ask an Enron employee." (PRWeb Apr 9, 2008)

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]]> Wed, 09 Apr 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/04/prweb802634.htm Keep a Cool Head When Markets Get Volatile: Financial Advisor Offers Three Tips to Help Investors Deal with Stock Market Conditions http://www.prweb.com/releases/2008/04/prweb730733.htm As any investor knows, investing in the stock market over the past year has been like riding a roller coaster - with some gut-wrenching drops like the Dow's 326-point slide in late January 2008 followed by highs, like the 298-point rise the same day. That roller coaster ride has tested even the most stoic of investors, but those with a professionally prepared, long-term financial plan most likely have fared better than most do-it-yourself investors. (PRWeb Apr 8, 2008)

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]]> Tue, 08 Apr 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/04/prweb730733.htm National Publication Features Local Financial Planning Professional: David Zumbusch's Love of the Outdoors Has Led to Planning Knowledge in Conservation Easements http://www.prweb.com/releases/2008/04/prweb803174.htm President of Sportsmen Dream Financial, David Zumbusch, has been highlighted in a national publication for his knowledge of conservation easements, a financial planning strategy benefiting land owners. (PRWeb Apr 8, 2008)

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]]> Tue, 08 Apr 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/04/prweb803174.htm Woman-Centric Financial Planning Can Help Eliminate Stress and Bag-Lady Fears: Financial Advisor Offers Three Tips to Help Women Plan for a Stable Financial Future http://www.prweb.com/releases/2008/03/prweb730483.htm Seventy-five percent of women will face retirement alone and as many as 90 percent will, at some point in their lives, be solely responsible for their financial well-being, according to cultural expert and author Gail Sheehy. According to Pat Hinds, financial advisor and founder of Granite Financial, because women will likely outlive the men in their lives, they also will need their financial resources to last longer. "The flip side to needing finances to last longer is that women continue to earn less than men for a variety of reasons," says Hinds. "This differential in earnings can really add up; over a lifetime, the shortfall is around $225,000." (PRWeb Mar 18, 2008)

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]]> Tue, 18 Mar 2008 07:00:00 GMThttp://www.prweb.com/releases/2008/03/prweb730483.htm Financial Advisor Offers Last Minute Tax Planning Tips that Could Save Investors Money http://www.prweb.com/releases/2008/03/prweb730974.htm It's that time of year again. Millions of Americans are preparing to pay their annual bill to Uncle Sam and most are trying to minimize the share of their earnings that they will have to pay to the government on April 15. According to Rusty Cagle, a certified financial planner professional, there are several things taxpayers can do to ensure that they legally minimize the amount of taxes they owe for tax year 2007. (PRWeb Mar 6, 2008)

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]]> Thu, 06 Mar 2008 08:00:00 GMThttp://www.prweb.com/releases/2008/03/prweb730974.htm Financial Advisor Offers Annual Financial Planning Tips for a Better 2008 http://www.prweb.com/releases/2008/02/prweb684313.htm As 2008 gets underway, people all over the world have made resolutions. Whether losing 10 pounds or making financial related resolutions, the New Year provides an opportunity for people to take stock of their lives and resolve to do things differently. According to Jeff Carbone, a Charlotte-based independent financial professional, most people spend more time planning their annual vacation than planning for their financial future. But Carbone advises that when thinking about finances at the beginning of the year, Americans should go beyond the obvious financial resolutions. (PRWeb Feb 21, 2008)

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]]> Thu, 21 Feb 2008 08:00:00 GMThttp://www.prweb.com/releases/2008/02/prweb684313.htm Getting Your Financial House in Order: Financial Advisor Provides Tips to Help Consumers Organize Their Financial Lives http://www.prweb.com/releases/2007/12/prweb575105.htm Most people would agree that there is no worse feeling than needing something and not being able to find it. The problem is compounded when the "something you need to find" are documents that detail financial holdings, insurance policies and other important documents belonging to a loved one. "If, like most people, you keep copies of your will, savings bonds and keepsakes in a lock box or safety deposit box, you're doing OK," says financial professional Bill Spalding. "But, a safety deposit box can be made better if it's managed online and includes account aggregation." (PRWeb Dec 18, 2007)

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]]> Tue, 18 Dec 2007 08:00:00 GMThttp://www.prweb.com/releases/2007/12/prweb575105.htm Seven Financial Gifting Tips for Year-End: Consortium of Financial Advisors Comes Together to Provide Gifting Strategies that Can Also Have Big Tax Benefits http://www.prweb.com/releases/2007/12/prweb573867.htm As we prepare to say goodbye to 2007 and hello to 2008, there are often two things on people's mind: holiday gifts and tax planning. According to David Kaiser, a Denver-based financial professional and founder of Pinnacor Financial Group (www.pinnacorfinancial.com), the two goals can often be achieved simultaneously. Kaiser and six colleagues from Securities America have come together to provide consumers with options for giving holiday gifts and saving money on taxes. (PRWeb Dec 13, 2007)

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]]> Thu, 13 Dec 2007 08:00:00 GMThttp://www.prweb.com/releases/2007/12/prweb573867.htm Prepare Now to Mitigate Financial Disasters: Financial Advisor Gives Consumers Ideas on How to Reduce Money Woes that Accompany Life's Unexpected Turns by Building a Financial Preparedness Kit http://www.prweb.com/releases/2007/11/prweb569951.htm With the devastation that has been wrought by natural disasters in recent American history, Americans have become much better about creating disaster preparedness kits for themselves and their families. However, the one disaster for which most Americans are ill-prepared is of the financial variety. According to financial professional Alex Donnell, with a little bit of forethought and organization, anyone can prepare for and mitigate the effects of the most devastating financial problems. (PRWeb Nov 27, 2007)

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]]> Tue, 27 Nov 2007 08:00:00 GMThttp://www.prweb.com/releases/2007/11/prweb569951.htm Finding Alternatives to Traditional Investments: Financial Advisor Provides High Net Worth Investors with Alternative Investment Strategies http://www.prweb.com/releases/2007/11/prweb570090.htm The volatility in the stock market has unnerved many investors as they see the value of their portfolio value go up only to come back down, sometimes erasing the market's gains or even portions of their original investment. But according to financial professional, David Zumbusch, alternative investments can, in small doses, help to stabilize a portfolio. (PRWeb Nov 27, 2007)

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]]> Tue, 27 Nov 2007 08:00:00 GMThttp://www.prweb.com/releases/2007/11/prweb570090.htm Surviving the Credit Crunch: Financial Advisor Tells Everything Consumers Need to Know about the Sea of Change in Consumer Credit http://www.prweb.com/releases/2007/11/prweb563898.htm We keep hearing that getting credit is much harder now that lenders are tightening their belts. But what kind of affect does this credit crunch really have on the ordinary man or woman? Cedar Rapids-based financial professional Monte Marti explains everything consumers need to know to survive the credit crunch. (PRWeb Nov 1, 2007)

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]]> Thu, 01 Nov 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/11/prweb563898.htm The Ultimate Gift: Financial Advisor Shares Ways to Impart Values, as well as Valuables, to Your Heirs http://www.prweb.com/releases/2007/11/prweb563945.htm Americans spend most of their lives saving for retirement in the hope that they can provide for themselves in their golden years and leave some of their assets behind for their heirs. The majority are good providers who give everything they can to their children. But by giving so much to our children, do we deprive them of the need to earn money - and the opportunity to overcome obstacles to make good financial decisions? Often times, the answer is "yes." Lakewood, CO-based financial advisor Matt Carpinelli provides tips and advice to help Boomers leave a rich legacy - one based on both values and valuables. (PRWeb Nov 1, 2007)

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]]> Thu, 01 Nov 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/11/prweb563945.htm Building a Nest Egg for Your Golden Years -- Financial Advisor Helps Investors Build Income Streams in the Second Half of Life http://www.prweb.com/releases/2007/09/prweb551544.htm Many Baby Boomers are waking up to the reality that this ain't their father's retirement. With Americans living longer and healthier lives and still retiring at 62 (or many times younger) they're finding that a gold pen and pension aren't getting them as far as they expected. Many Baby Boomers have discovered that the money they saved in retirement accounts may not outlast their lives. But according to Arthur Cooper, an Irvine-based CERTIFIED FINANCIAL PLANNER™ professional, a few simple steps can help investors build a nest egg for their golden years. (PRWeb Sep 20, 2007)

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]]> Thu, 20 Sep 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/09/prweb551544.htm Think it's Too Late? Do You Make Too Much to Reduce Your College Bill? Think Again http://www.prweb.com/releases/2007/09/prweb550120.htm When it comes to college planning, many people know that they should invest in a 529 Plan or open a Coverdell Education Savings Account. Thanks to increased public awareness, those planning strategies are almost no-brainers. But upper-income and high net worth consumers -- who may automatically assume that it's too late to do anything other than fork over full tuition (even at the risk of jeopardizing their own retirement) -- take note: Several little-known strategies may provide tax and tuition relief. (PRWeb Sep 6, 2007)

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]]> Thu, 06 Sep 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/09/prweb550120.htm Keeping Emotions Out of Investing Financial Advisor Tells Investors to Stay Cool During Market Volatility http://www.prweb.com/releases/2007/09/prweb550140.htm Increasingly financial advisors are hearing investors making the same requests evidenced by investors just a few years ago. As stock market performance fluctuates, these investors' expectations - and anxiety - are also increasing. In many cases, their requests are driven by short-term performance rather than understanding the investments or market cycles. According to professional financial advisor, John Barton, it's not uncommon for financial advisors to hear requests from clients wanting the "biggest and the best" investment ideas and options. (PRWeb Sep 6, 2007)

Read the full story at http://www.prweb.com/releases/2007/09/prweb550140.htm

]]> Thu, 06 Sep 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/09/prweb550140.htm Realizing the New ROI in Your Golden Years; Financial Advisor Helps Investors Ensure Reliability of Income During Retirement http://www.prweb.com/releases/2007/07/prweb541126.htm The Baby Boomers are beginning to retire -- but many have not saved enough to stop working permanently. Veteran advisor Jim Coleman provides six tips to help Boomers ensure that their income lasts as long as they do. (PRWeb Jul 21, 2007)

Read the full story at http://www.prweb.com/releases/2007/07/prweb541126.htm

]]> Sat, 21 Jul 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/07/prweb541126.htm Uncle Sam Extends Special Invitation through End of 2007, Helps Seniors Make the Most of their Charitable Donations http://www.prweb.com/releases/2007/07/prweb538784.htm While charitable giving is on the rise and many are feeling philanthropic, Rusty Cagle, CFP®, a Greenville-based Certified Financial Planner™ professional and president of ASE Wealth Advisors, says there are other - sometimes smarter - ways to make charitable contributions than giving straight from your wallet. (PRWeb Jul 17, 2007)

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]]> Tue, 17 Jul 2007 07:00:00 GMThttp://www.prweb.com/releases/2007/07/prweb538784.htm Taxes and Death are Inevitable; Financial Advisor Explains How to Protect Personal Wealth and Perpetuate Your Values with Proper Planning Now http://www.prweb.com/releases/2007/06/prweb534435.htm With proper advance planning, death and taxes don't necessarily have to invoke disdain says Terry Vrieze, a financial advisor based in West Des Moines. He suggests that individuals follow three tips to help minimize the amount of taxes they have to pay to Uncle Sam and protect assets. (PRWeb Jun 21, 2007)

Read the full story at http://www.prweb.com/releases/2007/06/prweb534435.htm

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