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Articles, tagged with "certified financial planner"

A Review of the Protege Financial Multi-Level Marketing Program

04th September 2009
The company Protege Financial first registered their domain name in June 2006, although this is the first time I've heard of this company. They are based out of Valencia, CA. I'm very familiar with that area of Orange County being a Southern California na... Read >
Author: briangarvin

Biltmore Who's Who Popular Online Networking Company News and Events

20th August 2009
Biltmore Who's Who Selects Jeffrey T. Schultz as this week's Honored Member of the Executive and Professional Registry for 2009. Jeffrey T. Schultz, Senior Vice-President at Morgan Keegan and Co., Inc., has been selected as an Honored Member of the Bil... Read >
Author: biltmorewhoswho28

Leave your money matters to the experts

10th August 2009
In these times of financial turmoil, it is always better to approach the financial market with caution. As they say, an ounce of prevention is better than a pound of cure – and most especially when dealing with money matters. After all, losing money, ho... Read >
Author: Mel C

Different Ways to Buy Life Insurance

06th June 2009
There are so many factors to consider when buying life insurance. What policy to choose? How much coverage is needed? What premium can you qualify for? Making a choice can be complicated and often confusing. The key to making the correct decisions can dep... Read >
Author: Denise

Different Ways to Buy Life Insurance

01st June 2009
There are so many factors to consider when buying life insurance. What policy to choose? How much coverage is needed? What premium can you qualify for? Making a choice can be complicated and often confusing. The key to making the correct decisions can dep... Read >
Author: Denise

Retirement Financial Advice in Colorado Springs

18th May 2009
In today’s uncertain times, retirement planning firm, retirement financial advice and investment management advisors are the buzzwords and the needs of the hour. When one is young, one never thinks about retirement planning. But the sooner one starts... Read >
Author: Richard Gray

Financial Planning Advice in Colorado Springs

12th May 2009
Personal financial planning is a diverse field and includes various components like creating a budget, managing your existing debt, saving from existing income, planning for retirement and having an insurance cover that takes care of all the major aspects... Read >
Author: Richard Gray

Five Common Financial Mistakes to Avoid in a Divorce Settlement

13th March 2009
By Lauren Sigman, Certified Financial Planner™ Located in Denver, Colorado Divorce creates a huge emotional upheaval for both parties. Addressing financial concerns of a divorce in a calm and objective manner will benefit everyone in the long-term. ... Read >
Author: lsigman

Dealing With Divorces Through Counseling

10th March 2009
In Judith Wallerstein's book "The Unexpected Legacy of Divorce" (2000), she followed 100 children of divorces from childhood to adulthood. She found that, years later, the pain of their parents' divorce still affected their relationships, work and parenti... Read >
Author: MIKE SELVON

How to Find a Certified Financial Planner

09th March 2009
People seek the help of a financial planner because they provide guidance and direction to your every financial decision. By seeking this professional help, you are allowing yourself to be educated by financial decisions and how it affects the other areas... Read >
Author: Paul Easton

Starting the Right Financial Planning Early in Life

18th February 2009
Most people realize later in life that they need a good financial advice early on in life. With the information technology, get ahead early by learning your finances today. Some young professional people with a sizeable income are scared about financi... Read >
Author: Paul Easton

Starting the Right Financial Planning Early in Life

18th February 2009
Most people realize later in life that they need a good financial advice early on in life. With the information technology, get ahead early by learning your finances today. Some young professional people with a sizeable income are scared about financi... Read >
Author: Paul Easton

How a Certified Financial Planner can Give You Peace of Mind

13th February 2009
Personal financial planning is defined as a process of determining an individual's financial goals incorporating the purposes and priorities in one’s life. With financial planning, resources are considered with the risk profile and current lifestyle to ... Read >
Author: Paul Easton

How a Certified Financial Planner can Give You Peace of Mind

13th February 2009
Personal financial planning is defined as a process of determining an individual's financial goals incorporating the purposes and priorities in one’s life. With financial planning, resources are considered with the risk profile and current lifestyle to ... Read >
Author: Paul Easton

How to Find a Certified Financial Planner

13th February 2009
People seek the help of a financial planner because they provide guidance and direction to your every financial decision. By seeking this professional help, you are allowing yourself to be educated by financial decisions and how it affects the other areas... Read >
Author: Paul Easton

How to Find a Certified Financial Planner

13th February 2009
People seek the help of a financial planner because they provide guidance and direction to your every financial decision. By seeking this professional help, you are allowing yourself to be educated by financial decisions and how it affects the other areas... Read >
Author: Paul Easton

Should you Pay for Financial Advice?

12th January 2009
A financial adviser is a professional expert in finance who helps ordinary people manage their money and plan for retirement. They have gone to college for accounting, finance, or another business or economic major and they usually get accredited in some... Read >
Author: Samantha Asher

Certified Financial Planners - How to choose

02nd December 2008
It is a very hard step to choose a financial planner who can help provide you sound financial advice without just trying to sell you all sort of financial products. Check their credentials A financial planner should be compliant with the RG146 / PS1... Read >
Author: Robert Palmer

Have you any idea about financial courses in India that offer exciting career prospects?

01st December 2008
Do you know the vast career opportunities that financial courses offer? Is it not time to look beyond C.A and ICWA as the only courses? With the advent of market regulators like SEBI, IRDA etc in the financial sector and a host of financial companies comi... Read >
Author: Simon Nelson

Seven Ways to Avoid Holiday Debt

01st December 2008
According to Cardweb.com, Americans spend an average of $700 per household for Holiday gifts. If you are one of those people who end up spending more than they can afford, read these tips to make this Holiday season a debt-free one. 1. Set Spending Lim... Read >
Author: Michael Warren

Financial education in India—opening numerous gateways to success!

24th November 2008
Taking a cue from the changing scenario in the global economy financial education in India has become very popular and the most sought after stream of education so that once they finish the certification program the successful candidates can find themselv... Read >
Author: Simon Nelson

Have you any idea about financial courses in India that offer exciting career prospects?

21st November 2008
Do you know the vast career opportunities that financial courses offer? Is it not time to look beyond C.A and ICWA as the only courses? With the advent of market regulators like SEBI, IRDA etc in the financial sector and a host of financial companies comi... Read >
Author: Simon Nelson

Financial Advice For Young Families

17th November 2008
Maybe you are one of those parents who feels totally financially prepared for your growing family. If so, you don't need to read this article. In fact, we'd like to interview you as a minor miracle of modern parenting. For the rest of us, knowing how to m... Read >
Author: Semie Lee

Qualified and Professional Financial Advisors

14th October 2008
In order for a business to succeed, it is vital that proper financial management is maintained. This is because adequately handled and properly disposed finances is fundamental for any business to prosper. This is why hiring the services of a certified fi... Read >
Author: Cassandra23

Qualified and Professional Financial Advisors

14th October 2008
In order for a business to succeed, it is vital that proper financial management is maintained. This is because adequately handled and properly disposed finances is fundamental for any business to prosper. This is why hiring the services of a certified fi... Read >
Author: Cassandra23

As if seniors were not already aware, aging can be expensive

05th September 2008
As if seniors were not already aware, aging can be expensive. In the June 9th, 2008 edition of BusinessWeek, page 11 presents some interesting data on just how much more seniors are spending than the “young” (25 – 34 year olds). On average: ... Read >
Author: Chris Chidgey

As if seniors were not already aware, aging can be expensive.

04th September 2008
As if seniors were not already aware, aging can be expensive. In the June 9th, 2008 edition of BusinessWeek, page 11 presents some interesting data on just how much more seniors are spending than the “young” (25 – 34 year olds). On average:... Read >
Author: Chris Chidgey

Debt and Money  Four Common Myths Debunked

22nd July 2008
There are some widely accepted beliefs about debt, money, and other personal finance issues that aren't etched in stone as we've been lead to believe. Could it be that these pseudo truisms have, in fact, been nothing but fiction all along? The financi... Read >
Author: Debt Mentor

Figuring Out Investment Planning

29th May 2008
Denver investment advisor ,Denver registered investment advisor ,There are many things to know about investment planning — like where you should direct your money and what kind of return you should expect from your investments. And what about retirem... Read >
Author: PatrickJohnson

Is the Polygamist Texas ranch the ideal breeding ground for child abuse? Feng Shui expert says, Yes

25th April 2008
Feng shui can be your best friend or your worst enemy. In the case of the Yearning for Zion Ranch it was the latter. These 3 things created the ideal location for child abuse at the Texas ranch: 1. The layout of the property. The Temple sits on the ... Read >
Author: Chris Barr

How to Choose a Life Insurance Agent

12th March 2008
You have done your research on the various life insurance products available, and you are now ready to sit with an Insurance Agent or Financial Representative to assess your needs, but where do you start? There are so many agents, offices and firms, how d... Read >
Author: Christee Fontanez

Scottsdale Welcomes the Canadians Back

21st January 2008
Things will be gearing up in Scottsdale for what seems to have become the horseshow of the world. Every February Arabian horse owners converge on this beautiful city to compete in the Scottsdale Arabian Horse Show. Last year there were over two thousand f... Read >
Author: Anne Eliason

How to Select a Wealth Manager: Put Your Financial Future in the Right Hands

02nd March 2007
By Mark J. Smith, CFP(r), CPA/PFS, CIMA(r) Principal, M.J. Smith and Associates As Woody Allen once said, "Money is better than poverty, if only for financial reasons." Most of us want to make the most of the money we've earned and saved. Regardle... Read >
Author: Mark J. Smith

Should I buy a property or should I rent a property?

21st August 2006
Should I buy a property or should I rent a property? I am sure that this is a question that many of us have asked on numerous occassions and the answer is not always clear. But what is clear is that there are a few factors that will always influence ou... Read >
Author: Anelize Hendrikz

Resume Writing 4 Steps to a Killer Resume

21st August 2006
Having trouble creating that killer resume? You've come to the right place. Read on. You're only 4 Steps away from your very own truly effective resume. Step 1: Set Yourself Apart This is the most important Step! On average, a job on a job board ... Read >
Author: Joanne Vitali

Student Debt

19th August 2006
There's been a lot of talk lately about increasing levels of student debt. With the pressure coming from all angles, only a student knows how hard the life of a student is. Money is an integral part of everybody and the students are no exception. There ca... Read >
Author: Kelly Clark

How To Turn Your iPod Into TV

18th June 2006
The Apple iPod is synonymous with mobile audio and music, and with the launching of the video-capable iPod, music lovers not only will enjoy the audio but also video. Herein lies the problem - the apple iPod screen is only 2.5 inches, and there is no d... Read >
Author: Peter Lim

Personalize Your Mobile Phone - How To Stamp Your Own Uniqueness On Your Mobile Phone

16th June 2006
Most mobile handphones or cell-phones allow you to change the outer look by using different housing, removing the original housing and using newer snap-on housing. If you have a worn-out looking cellphone, or the appearance is just dull, boring and scr... Read >
Author: Peter Lim

Financial Planning: What's your Designation?

04th October 2005
Start by learning what the different designations mean. You may have noticed that there are three popular financial designations that most financial planners hold. You'll want to choose one with one of the following designations. Like many CPA's, a C... Read >
Author: jay moncliff