Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.

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 particular expertise in suitability, compliance, management supervision, fiduciary responsibility, churning, uses of margin, futures, annuities, options, mutual funds, fixed income securities, REITS, IPO's, structured products, asset allocation, and portfolio composition.
Retirement issues from plan design to participant education and conducting Live Financial Seminars are also in her purview." . . . whatever the dispute, adequate preparation and familiarity with the issues are vital to the resolution process." Golin adds.Golin Consulting, LLC is off to an impressive start with a rapidly growing calendar of Securities Expert Witness cases for well-known National Securities & Business Law firms.? 2004 Golin Consulting, LLC ? All Rights Reserved..

First Financial?s New Online Trading Service Empowers Individual Investors

First Financial Design, Inc. has launched a new online trading service that allows customers to be personally involved in their stock market transactions without compromising on quality or safety.The service offers online trading for as low as $9.95 per trade. A unique aspect of the new service is the way it provides individual investors with access to a wealth of information and tools usually available only to professional traders and market makers. Clients can also opt for First Financial's personalized execution of their trades.First Financial's online trading software provides individual investors with access to sophisticated risk management and program trading tools, including a unique "Trailing Stop" feature, which works like an intelligent and dynamic Stop Loss order."Say you buy a stock at $25 and want to limit your risk to a 50-cent loss," explains McCulley. "Instead of placing a Stop Order at $24.50, you can place a Trailing Stop of 50 cents.

If the stock falls by 50...

First Financial?s New Online Trading Service Empowers Individual Investors

Financial planning > First Financial?s New Online Trading Service Empowers Individual Investors

Women Business Owners: Work Less, Make More

Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA...

Women Business Owners: Work Less, Make More

Financial planning > Women Business Owners: Work Less, Make More

Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors

Bingham Farms, Mich. (ContentDesk) June 14, 2006 -- Asset Planning Strategies (APS), a Michigan branch of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today that professional money manager Ken Stern will speak at an upcoming wealth management seminar exclusively for accredited investors. The special seminar entitled Wealth Management with Ken Stern is scheduled for Thursday, June 29th, 2006 at Andiamos Restaurant in West Bloomfield, Mich.
Stern is the host of WJR 760 AM Saturday broadcast of Your Money & Ken Stern, sponsored each week by Asset Planning Strategies.
Stern also is the president and founder of Ken Stern & Associates, Inc., having earned the Certified Financial Planner" certification from the Board in Denver, Colorado.Accredited investors may register for the seminar by calling 1.877.728.7878 or visiting Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors
Financial planning > Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors

Leaving a Legacy – It’s Not Only For the Super Rich

(ContentDesk) July 2, 2006 -- When Warren Buffets $30 billion donation to the Gates Foundation made major headlines, the principals at the Legacy Planning Institute were quick to point out that Buffet did not make this decision overnight. Says Principal Dennis McDine, Buffet is only doing what we are helping our clients do ---plan a legacy.You dont have to be a Sam Walton or a Rockefeller to leave a legacy; strategies to increase wealth and expand influence have no real financial barriers. Individuals who have a strong desire to take what they have earned and build something for the future--regardless of wealth can do legacy planning. Buffets legacy is his investment in an existing foundation that has already proved it can put his money to good use, the Bill & Melinda Gates Foundation, said Dennis McDine.Most individuals fail to realize they have an unlimited capability to determine how future generations will remember them. Developing a plan that helps achieve those goalsmore...

Leaving a Legacy – It’s Not Only For the Super Rich

Financial planning > Leaving a Legacy – It’s Not Only For the Super Rich

Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness

(ARA) - If you've delayed planning for retirement because it makes you feel a) old or b) financially inept, think again. With a little foresight, you could be out there enjoying life like other people -- maybe even before you reach the so-called "retirement age." Like many people in the prime of life, it's not unusual to think of retirement as such a distant idea that you avoid saving for it until next week, next year, next job. After all, who's got time to think about the "R" word? In reality, it's never too late, or too early, to start planning for retirement. Retirement used to be defined as what a person was no longer doing. More and more, however, retirement has come to mean what a person is can do.

Choosing a second career. Traveling to see the world. Volunteering in the community. Taking on a new hobby. Taking care of grandchildren.

If Mondays find you heading for the highway to work, but you'd rather be heading for the golf course to play, it might be time to consider...

Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness

Financial planning > Thinking About Early Retirement? 10-Minute Quiz Determines Your Readiness

First Financial?s New Online Trading Service Empowers Individual Investors

If the stock falls by 50...

First Financial?s New Online Trading Service Empowers Individual Investors

Financial planning > First Financial?s New Online Trading Service Empowers Individual Investors

FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?

First Published Fall 1993 Eight years ago I was discussing a Financial Planning recommendation with a Judge. He made the comment that he was reluctant to accept recommendations from a 'Financial Planner' because he knew of a lawyer in Vancouver who had been disbarred for misuse of his client's trust funds and was now doing business as a 'financial planner'. Unfortunately, anyone can call themselves a 'Financial Planner. This is true of many professions. Anyone can hang out a shingle as an Accountant.

But, they cannot call themselves a Chartered Accountant unless they have completed a course of studies and are a member in good standing of their professional association. It is a shame that, after all of the financial degrees and courses I had taken that I still had to compete with a disbarred lawyer. When I left the meeting with the Judge I was determined to do something to make sure I would stand out above the crowd. It is sad to say but many in our business are not very honest...

FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?

Financial planning > FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?