An Internet Radio Talk Show with a Colonial Twist
An internet radio station has teamed up with a local financial planner to launch a new radio talk show named "Poor Richard's Shoebox (C)." Voice America Radio (Tempe, AZ) is working with author Joseph F. Dunphy M.B.A. to produce a pilot, one-hour internet radio show focusing on taxes and personal finances.???? The title reflects two key elements of the show. "Poor Richard" is a reference to Benjamin Franklin, whose autobiography was read carefully by many immigrants seeking a better life in America. The show uses examples from Franklin's work to reinforce basic principles.
The "shoebox" refers to the phenomenon of harried taxpayers, who come into offices of financial professionals carrying "shoeboxes" (or their equivalent) of records in disarray, often at the height of the tax season. Result: they are charged "nuisance fees" for the work of getting organized.???? The show aims to help people find simple, inexpensive ways to avoid these problems. It also helps to point out new resources on their computers and the internet, which amounts to an "electronic shoebox."???? VoiceAmerica Radio approached the host because he had written and produced the audiotapes: "Financial Planning for Senior Executives: An Executive M.B.A. Seminar (Mint Condition Graphics; ISBN 1892359022, 1995). The tapes are in many business schools and universities worldwide.???? "Poor Richard's Shoebox" airs weekly at 7:00 AM, Pacific time, initially for a West Coast audience, and is repeated again in the evening.
The pilot is set to run 13 weeks, offering a complete series of basic tax and financial planning advice, so that people prepare themselves for a less stressful time in the upcoming tax season.???? The toll-free call in number for the show is 1-888-335-5024.???? People can reach the station via the website VoiceAmericaRadio.com.???? Joseph F. Dunphy M.B.A. is a former financial reporter, earned his master's in corporate finance, and has experience in stocks, bonds, mutual funds, insurance, and personal financial planning since 1990..
Felten and Associates Announces Major Corporate Expansion
(ContentDesk) June 9, 2005 -- Felten & Associates announces a major corporate expansion to include offices in Stuart, Florida and Woodstock, Vermont; in addition to its corporate office in Vero Beach, Florida.
Ken Felten, owner of Felten & Associates announced that the demand for the insurance and financial services offered through their Vero Beach location has increased to the point where branch offices in Stuart are now necessary.
Expansion into Vermont was considered after so many of Felten & Associates' clients voiced their desire for Felten & Associates' insurance and financial planning services for their northern locations.
"Vermont is centrally located in an area that our clients migrate to every summer.
We want to have offices located close to their winter homes on the Treasure Coast and a location close to their homes along the northeastern seaboard." stated Felten.
Ken Felten announced that future branch openings in other northern...
Felten and Associates Announces Major Corporate Expansion
Financial planning > Felten and Associates Announces Major Corporate Expansion
Fee Only Financial Planners
While talking about fee only financial planners, one thing should be taken into consideration is that "Fee-Only" planners are compensated solely by fees paid by their clients, and do not accept commissions or compensation from any other source. The National Association of Personal Financial Advisors (NAPFA) is the largest organization of "fee-only" planners.
The main function of fee only financial planners is to develop a sound financial plan. A sound financial plan should be simple as well as practical. When there is complexity in the financial plan the operating executives will find it difficult to follow. It should be designed with a long-term view.
While designing the investment, financial and dividend policies, the long-term requirements of the concern are also to be considered. Sound financial planning requires vision and forecast. Proper forecasting of the future is necessary to design the financial plan. It should have enough flexibility to incorporate changes...
Fee Only Financial Planners
Financial planning > Fee Only Financial Planners
Mid-Cities Advisor Named One of the ?Best Financial Planners in Dallas/Fort Worth?
Steve Blankenship, CFP?, Founder and Principal of Heritage Financial Planning in Grapevine has been named by D Magazine as one of the "Best Financial Planners in Dallas" in a recent issue of the magazine.
Over 1,000 financial planners in the greater Dallas/Fort Worth area were considered for this prestigious honor.
Fewer than 10 of those honored are from Tarrant County.
Mr. Blankenship is the only fee-only financial planner in Grapevine, Texas and one of only a handful of fee-only professionals in all of Tarrant County.
As a fee-only professional, Mr. Blankenship receives no commissions or other rewards for selling financial products.
About Heritage Financial PlanningSteve Blankenship, CFP? is the Founder and Principal of Heritage Financial Planning, an independent financial planning firm located in Grapevine, Texas. A Certified Financial Planner? professional, Steve was recently featured on the cover of Financial Planning magazine and profiled...
Financial planning > Mid-Cities Advisor Named One of the ?Best Financial Planners in Dallas/Fort Worth?
DANIEL F. YASHAREL, Named an Accredited Estate Planner
(ContentDesk) September 10, 2004 -- DANIEL F. YASHAREL, MSFS, CFP?, CLU?, ChFC?, SENIOR VICE PRESIDENT, The AFP GROUP is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
His office is at 11835 W. Olympic Boulevard, Suite 1150 East, Los Angeles, CA 90064.The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
The AEP designation is available to attorneys, Chartered Life Underwriters, Certified Public Accounts, Certified Financial Planners?, Chartered Financial Consultants and Certified Trust and Financial Advisors.
It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, and professional reputation...
DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial planning > DANIEL F. YASHAREL, Named an Accredited Estate Planner
Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Financial planning > Financial Planners Get More Clients With New Certification
David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
(ContentDesk) April 24, 2004--To obtain this credential, Mr. Katzman earned a passing grade on a financial planning examination, submitted references, and documented his business experience in personal financial planning, personal income tax planning, risk management planning, investment planning, and estate planning.
A Certified Public Accountant, Mr. Katzman is licensed to practice in the State of Florida and the Commonwealth of Massachusetts.
He received the CERTIFIED FINANCIAL PLANNER?
(CFP) credential in 1998.The rigorous course of study required to obtain the PFS designation provides me with the additional skills and knowledge necessary to provide my clients with comprehensive financial services," states Mr.
Katzman.
Mr. Katzman has extensive experience working with businesses to resolve auditing and tax issues and with high net-worth individuals to provide financial and trust planning advisory services.
As an eldercare practitioner,...
Financial planning > David A. Katzman CPA/CFP? Of Goldstein Lewin & Co. Earns Personal Financial Specialist Credential
Felten and Associates Announces Major Corporate Expansion
(ContentDesk) June 9, 2005 -- Felten & Associates announces a major corporate expansion to include offices in Stuart, Florida and Woodstock, Vermont; in addition to its corporate office in Vero Beach, Florida.
Ken Felten, owner of Felten & Associates announced that the demand for the insurance and financial services offered through their Vero Beach location has increased to the point where branch offices in Stuart are now necessary.
Expansion into Vermont was considered after so many of Felten & Associates' clients voiced their desire for Felten & Associates' insurance and financial planning services for their northern locations.
"Vermont is centrally located in an area that our clients migrate to every summer.
We want to have offices located close to their winter homes on the Treasure Coast and a location close to their homes along the northeastern seaboard." stated Felten.
Ken Felten announced that future branch openings in other northern...
Felten and Associates Announces Major Corporate Expansion
Financial planning > Felten and Associates Announces Major Corporate Expansion
Financial planning voip An Internet Radio Talk Show with a Colonial Twist
Financial planning
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