National Jump-Start Your Retirement Days Hotline
Kiplinger's Personal Finance and the National Association of Personal Financial Advisors to Offer Two Days of Free Guidance Arlington Heights, IL (January 18, 2005) ? These are heady days for the U.S. stock market, but not for legions of investors who ignored their portfolios in recent years or sat on the sidelines during the last two years. It's time that people began to pay attention to their investments again. So Kiplinger's Personal Finance magazine is partnering with the National Association of Personal Financial Advisors (NAPFA) to sponsor Kiplinger's Jump-Start your Retirement Plan Days?a chance to get free financial advice by telephone from the nation's premier financial advisors."With the debate on the privatization of Social Security and the aging of the baby boom generation, a lot of people are revisiting their retirement planning" says Kiplinger's Personal Finance editor Fred W. Frailey.
"We want to help make sure people are on track, and sometimes the best way to do that is by talking directly with a financial expert."From 9 a.m. until 6 p.m. EST on two separate Fridays?February 18 and March 4?NAPFA-Registered Financial Advisors will be standing by to answer people's most pressing financial questions. Examples: Am I saving enough to live the lifestyle I want in retirement? Is my money invested properly? What kind of IRA should I have? How should I be investing my 401(k)? What do I need to know about estate planning? Should I purchase a long term care insurance policy? Are annuities a good investment? This service is free for absolutely everyone.NAPFA is a 1,200 member organization of Fee-Only comprehensive financial advisors. NAPFA-Registered Financial Advisors must meet the highest professional education, competency and compensation standards.
They are knowledgeable not just about investments, but also insurance, estate planning, tax planning and retirement planning. Normally, their services cost between $100 to $250 an hour."Retirement is a major issue for many people, regardless of age," says NAPFA-Registered Financial Advisor Martin Mesecke. Self Worth Financial Planning, 5100 Tennyson Parkway Suite 1000, Plano, Texas, "Client's are not just concerned about when they will be able to quit working, they're worried about if they will actually be able to retire." "I look forward to the opportunity to help people who call the toll-free hotline."The toll-free number to call during the Kiplinger Jump-Start Your Retirement Plan Days is 1-888-919-2345. Further information on this initiative and on reviving your retirement plan can be found in the upcoming March 2004 issue of Kiplinger's Personal Finance.Contacts: Martin P Mesecke, CFP? Ellen Turf, NAPFA CEOe-mail protected from spam bots e-mail protected from spam bots(214) 774-4826 (847) -483-5400.
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?
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?
Financial Planning for Your Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress. Making yourself aware of the most common reasons people fail to make a viable financial plan is the first step in reaching your financial goals. The uncertainty of the stock market, social security, and the declining world wide economy have made appropriate financial planning a must for every individual and family. Here are some tips that can make planning for your financial future a more successful experience:A positive attitude is the most important factor in reaching your financial goals. If you continually have negative thoughts about your ability to plan for your future, you are most likely going to fail in your efforts.
A good attitude and the desire to succeed in developing a proper budget and secure financial future will go a long way in helping you reach your goals. It is important to keep your long-term goals in mind and have a positive attitude...
Financial Planning for Your Future
Financial planning > Financial Planning for Your Future
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
Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP
Steve Blankenship, CFP?, a nationally recognized financial planner, is conveniently located in the heart of the DFW Metroplex.
Located in historic Grapevine, Texas, Steve's firm, Heritage Financial Planning, offers fee-only financial planning to people from all walks of life.Steve has been named "One of the Best Financial Planners in Dallas/Fort Worth" by D Magazine and has been featured on the cover of Financial Planning Magazine.
Steve has been sought out by local and national media on numerous occasions and has appeared in The Dallas Morning News, Fort Worth Star-Telegram, Kiplinger Personal Finance and BusinessWeek among others.
Steve has also served as a technical advisor for Money Magazine on multiple occasions.
Steve was recently highlighted by Financial Planning Magazine as one of three financial advisors from across the country that represents the "Next Generation of Advisers."
A graduate of Baylor University, Steve is among a small...
Financial planning > Dallas Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP, Fort Worth Texas Fee-Only Financial Planner/Financial Planning Steve Blankenship, CFP
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
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
Financial planning
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