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, he has appeared on local radio and television stations and has been quoted in the February 2004 issue of Kiplinger's Personal Finance regarding eldercare issues. He is a member of the AICPA, Florida Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants, and the Financial Planning Association.With a professional team of more than 55 employees, Goldstein Lewin's comprehensive range of accounting and business consulting services includes corporate governance issues, cost segregation studies that enable owners of eligible commercial properties to increase cash flow; a financial, healthcare and lifestyle eldercare management program that preserves assets, enhances quality of life and monitors health and safety; accounting and auditing; tax services; technology consulting; wealth preservation and estate planning; business valuation; financial planning, employee benefits programs and litigation consulting.Certified Financial Planner Board of Standards, Inc.
owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER (TM), and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements..
Turbocharged Financial Planning
Financial planning is an ongoing process individuals and businesses should implement by organizing all aspects of their finances. This will assist in identifying financial goals, providing a comprehensive written Financial Plan, and implementing the plan in accordance with the objectives that are most important to you.Comprehensive financial planning should involve these areas and these specific questions.ESTATE PLANNING
- How can you accumulate a sizable estate to pass on as a family legacy?
- How will your hard-earned assets be distributed after your death?
- How can you minimize federal estate taxes and state inheritance taxes?
- How can you best provide for your surviving spouse and children?
- Whom do you want to carry out your wishes?
- How can you accumulate enough in retirement savings and pension benefits to enjoy a comfortable retirement free of financial worry and not be a burden to your family?
- How much (or little) can you expect...
Financial planning > Turbocharged Financial Planning
Award Winning Stock Trading Software
For Immediate Release(ContentDesk) December 20, 2005 Todays self reliant investor is enjoying the benefits of using online trading and financial planning software to enhance annual returns.
Now, investors have the same tools the pros use to make sound investment decisions. Our new services bring more to the table than just research with regular nationwide seminars, stock picking, planning and diversification.
Below are a few of the services that have been added.
Stock Picker RTProfit SourceQQQQ TraderSecrets of AnnuitiesForex MentorOptioneticsAbout www.drmoney.bizWe are
unique financial network with a wide array of software, services and programs catering to the individual needs of our customers.
We provide financial services to everyday people. We differentiate ourselves from other websites by offering a solution based, client-tailored programs versus traditional...
Award Winning Stock Trading Software
Financial planning > Award Winning Stock Trading Software
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Troy, MI (ContentDesk) October 27, 2004 -- Mary Ann Golin CFP?, CRPC, a leading Financial Expert & Advisor, breaks from Merrill Lynch to launch GOLIN CONSULTING, LLC, an Expert Witness and Financial Planning Services company headquartered in Troy, MI, offering its services throughout the United States.Since the beginning of her career in 1981, Golin boasts an unblemished CRD as a Financial Consultant and Branch Manager, and has served as an NASD Arbitrator since 1988 and Chairperson since 1996, is a member of the Financial Planning Association, and is a distinguished MENSA member."The ability to analyze the investment at issue, provide information as to the rules violated, and appropriately assess the damages is what both counsel and client look for in an Expert Witness." Says Golin.With extensive court experience and legal knowledge, Golin Consulting provides claimants and respondents with expert witness services during securities & investment litigation, arbitration and mediation with...
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Budgeting
Budgeting involves the planned allocation of funds to various departments in a business organization. Budgeting is often done by enterprises on a periodic basis. In simpler terms, it means planning for and estimating the financial position of an organization in a given time period.
The process of budgeting is very basic. Budgeting helps keep track of the health of a business, be it big or small. An individual with a basic income can also plan his budget.
A simple rule for making a financial statement is keeping the accounts very simple. The expenses can be noted on a day-to-day basis; these expenses can be clubbed under one subcategory.
The usefulness of a budget depends on the reliability of the information used to create it. Unrealistic estimates of prices, yields, or input quantities would lessen the accuracy of the budget and could possibly lead to a faulty financial decision.
The process of budgeting can help make sound management...
Financial planning > Budgeting
Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
According to financial author and retirement planning expert Jim Trippon, "Twenty One Percent of people who retire are forced back to work from financial need within five years of retirement."
In conducting research for his retirement planning book How Millionaires Stay Rich Forever, Trippon identified nine causes for post-retirement financial problems and offers solutions. "Many people assume that the only thing that affects their retirement security is their choice of investments." says Trippon. "In fact there are nine pitfalls to watch out for and investing is only one of them." Take for example the impact of post-retirement lawsuits like the Moldon case, which is told in Trippons new book. (Case # A344462 Nevada State District Court ? Clark County, Nevada -
Department III)Billionaire Carl Icahn wants to build a luxury casino tower on retiree Paul Moldon's rental property in Las Vegas. The City of Las Vegas Redevelopment Agency seized the prime property, which is...
Financial planning > Twenty One Percent of People Who Retire Are Forced Back to Work From Financial Need Within Five Years of Retirement
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...
An Internet Radio Talk Show with a Colonial Twist
Financial planning > An Internet Radio Talk Show with a Colonial Twist
Fee-Only Financial Planning
Dallas/Fort Worth, TX (ContentDesk) August 5, 2005 -- So you are looking for an objective financial planner or advisor?
You have read the articles and are convinced that you want to work with a financial professional that does not work for commissions but instead works for you.
While it may seem like a straightforward request, the vast array of financial terms can lure you to an advisor that on the surface appears to work for fees as opposed to commissions, but as you dig deeper you may find that this fee advisor may in fact work for both fees and commissions or simply just for commissions.The regulatory bodies that police the world of financial advisors have left great latitude as to what terms financial advisors use to describe themselves and their services.
As a result, a great number of consumers are finding that locating a true "fee-only" financial advisor is difficult.
In fact, over 600,000 individuals are licensed to sell financial products...
Financial planning > Fee-Only Financial Planning
Financial planning
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