They Say You Can Only Plan on Two Things, Death and Taxes
Santa Rosa, CA (ContentDesk) October 6, 2005 -- So who can you trust to create your living trust? Spiritus Financial Planning Inc., founder Mark Zaifman recommends estate planning attorney Rob Kenney as they recently have created a strategic alliance regarding the inevitable world of money, taxes and death.Zaifmans thriving financial practice has lately seen much more sophistication in his clients. People who do financial planning understand that after a lifetime of working hard and saving smart, the last thing they want to do is hand over huge portions of their estates to taxes or worse yet, to attorneys looking to drag out probate. As Spiritus clients have continued to ask Zaifman for this service, he knew he had to find a resource who would be a match for Spiritus clientele; a financially sophisticated, highly educated and business savvy group who are also smart regarding money issues. Kenney, with his legal expertise, strong tax background and easygoing style fit the bill perfectly.The key reasons to have a living trust in place is not only to make it easier for your heirs once you pass on, but also to avoid huge estate taxes and long drawn out probate periods after you are gone. And now, Spiritus clients can feel secure in knowing that their financial future is in place, now and after they are long gone.The alliance between Spiritus Financial Planning, Inc. and Attorney Rob Kenney provides a key service to Spiritus clients.
Now they can begin and then complete the process of comprehensive financial planning and estate planning all in a one-stop-shop.For additional information contact: Mark Zaifman at www.spiritusfinancial.com or Rob Kenney at 707-823-7533 or 415-892-1016.Spiritus Financial Planning, Inc is a fee-only firm. Offering expert financial and tax planning advice to both small business owners and individuals nationwide, Spiritus has established a reputation of high integrity and affordable financial life planning..
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Woodbury, NY (ContentDesk) July 6, 2006 -- Ali Samii, most recently a Financial Services Representative at the Greater New York General Office of New York Life Insurance Company, has joined The Island Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), as a financial services professional.Ali earned his undergraduate degree at New York University, where he majored in Political Science and Near Eastern Studies. He was awarded a master's degree in International Studies from The University of Birmingham in the United Kingdom.At The Island Financial Group Agency, Ali serves as a specialist in Business Continuance, Estate Planning and Wealth Management. He is a member of NAIFA, NAHU, AHIA and AALTCI.The Island Financial Group...
Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
Financial planning > Ali Samii Joins The Island Financial Group - A Mass Mutual Financial Group Company, As A Financial Services Professional Specialising In Business Continuation, Wealth Management And Asset Preservation
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
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
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
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
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
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
Financial planning
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