Guagenti & Associates Purchase Joel Agency
Newark, NJ January 30, 2003 ? Guagenti & Associates LLC founded by Russell P. and Enza Guagenti CPA's, announce the purchase of Joel Agency accounting and tax practice. A fixture in the Ironbound section in Newark, NJ for the past 32 years, Joel has provided accounting and tax services and maintains a stellar reputation in the community. The team at Guagenti & Associates will build upon the relationships established over the years and plan to take the services offered to the next level with the addition of financial planning, mortgage and refinancing, business loans
and numerous other financial services.Russell and Enza bring to the table a wealth of financial experience gathered from years in the private and public sector. They offer business and personal tax planning and preparation, financial and business consulting, business start up, financial statement preparation and college and retirement planning.
With over 35 years of combined business, financial and tax experience, they have much to offer and will certainly enhance the products and services offered. In addition to providing expert bookkeeping, payroll and tax and financial services, Guagenti & Associates offers individual and commercial
mortgage and refinancing options, SBA loan processing and a multitude of value added services tailored to the client's particular individual or business needs.They have just invested a substantial amount of capital on outfitting the office with state of the art hardware and systems, they are preparing to serve their existing and new clients alike with the most up to date products and current techniques in the tax , accounting and financial services area.You can contact Russ or Enza Guagenti at 973-344-6500 or you can reach their web site at www.gaa-cpa.com. Email address is e-mail protected from spam bots. Mailing address is Guagenti & Associates LLC, 220 Jefferson Street, Newark, NJ 07105..
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
Ameriprise Financial Launches New Homepage
Minneapolis, MN (ContentDesk) March 17, 2006 -- Ameriprise Financial has launched a new homepage designed to help users find financial planning information more rapidly. Focusing heavily on the customer experience, the new homepage offers a more effective design that engages users and helps them easily find information and tools to aid in the financial planning process.
The new Ameriprise Financial homepage also features more information about working with an Ameriprise financial advisor, including an easy to use financial advisor locator.Ameriprise Financial, Inc. is a leading...
Financial planning > Ameriprise Financial Launches New Homepage
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
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
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
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
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
Guagenti & Associates Purchase Joel Agency
Guagenti & Associates Purchase Joel Agency Financial planning mattress
Financial planning
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