Financial Planning Best Advice

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Bernard Madoff 'Made Off' With Investor Money - How Other Consumers Can Avoid a Similar Fate
Minneapolis-based financial advisor provides local residents with important questions they need to ask before putting trust in a financial advisor

JK Harris Advisors Strongly Suggest Working with Financial Planner
Using a financial planner can benefit everyone, according to JK Harris Advisors.

Certified Divorce Financial Analyst(TM) Len Nassi Begins New Service for Divorcing Couples in South Florida
Certified Financial Planner(R) and Certified Divorce Financial Analyst(TM) Len Nassi has added a new dimension to his financial planning practice dedicated to assisting divorcing couples with the financial ramifications of a legal settlement. He holds a certification from the Institute for Financial Analysts(TM), a national organization based in Southfield, Michigan.

Prudential Finds Advisers Saying Clients Retirement Planning is Not On Course
Prudential survey reports that many financial advisers are not convinced that their clients' retirement planning is on course

Somerset County Financial Professional earns Certified College Planning Specialist Designation
James Kinney, a financial planning professional and founder of Bridgewater, NJ-based Financial Pathways, LLC, has earned the Certified College Planning Specialist (CCPS) designation from the National Institute of Certified College Planners. James is a resident of nearby Hillsborough, New Jersey. The National Institute of Certified College Planners restricts the CCPS designation to registered investment advisers, licensed securities agents, CPAs, attorneys, and other higher education professionals that assist families in preparing for the financial cost of sending children to college.

Dallas Fort Worth Financial Advisor Pioneers Flat-Fee Investment Portfolio Management
Frisco Financial Planning LLC (FFP), a Dallas area financial planning and Registered Investment Advisor, has introduced an innovative investment portfolio management fee structure. The firm charges a "flat fee" for investment advice and execution to each of its investment management clients, independent of the size of the investment portfolio. The traditional financial services "asset-based fee" model has several flaws: the fee is too high, it is tied to portfolio size, it increases too fast, and the model has inherent conflicts of interest. Frisco Financial Planning's flat fee model overcomes the above flaws and provides an affordable and objective alternative in investment portfolio management.

Business Plan Software Review: Ultimate Business Planner™
One of the main reasons business owners and entrepreneurs use business plan software is to simplify building their financial models. Even with an explosion in business plan software packages on the market today, "doing the financial projections" is still often cited as the most difficult part of completing a business plan.

Financial Pro Changes His Mind on 529 College Savings Plans!
I was one of the relatively rare financial advisers who seldom recommended 529 College Savings Plans to clients.

Retirement Income and inheritance Management -- Major Life Changes with Serious Money Implications
Transitions to retirement and the loss of loved ones are among the most stressful life changes we humans must navigate. Both involve stress combined with serious and often irreversible money decisions that can last a lifetime. A specialty financial services firm headed by Board CERTIFIED FINANCIAL PLANNER™, Larry Moskat, a financial professional with a clinical psychology background, serves the Scottsdale, AZ area and has done so for 27 years. They have recently reformulated their corporation into a no-commission, fee-based Registered Investment Advisor entity.

Five Perils to Your Retirement Well-Being
Long-time Financial Advisor Offers Tips to Supercharge Retirement Planning