Frugal Family Challenge Aug 19, 2008
He serves on the advisory board for Oakland University's personal financial planning program. Jimmie, 30, is a government engineer; Mitzi, 28, is an accountant. (USA Today -- Money)
Texas Tech spring graduates Aug 8, 2008
Midland: David Belloc, BS, exercise and sport sciences; Kaylin Nicole Booker, Magna Cum Laude, BA, public relations; Kaitlan Ariel Botkin, BA, public relations; David Michael Bua Jr., MBA, general business; Beau Jeffrey Chambers, Cum Laude, BS, petroleum engineering; Jill Chandler, Summa Cum Laude, BS, nutritional sciences; Amanda Ashley Cox, M.Mus., music performance; Elizabeth Anne Dirks, BM, music; Adrian Alberto Escudero, Magna Cum Laude, BS, mechanical engineering; Tyler W. Frost, BA,... (Odessa American, TX)
Special report: Jobs in jeopardy? Jul 4, 2008
Personal financial planning accountant Jason Washo, who established Scottsdale-based LLC seven years ago, said 85 percent of an inheritance can disappear if not handled correctly. "That can be pretty daunting," he said. (Phoenix Business Journal, AZ)
CFP Board on Track to Implement Enhanced Ethical Standards for Certified Financial Planner(TM) Practitioners Jun 13, 2008
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP(R) certification and upholding it as the recognized standard of excellence for personal financial planning ... CFP(R) - The Recognized Standard of Excellence in Personal Financial Planning. (PR Newswire)
Obergoenner selected to ESPN The Magazine Academic All-America Third Team Jun 11, 2008
92 - Personal Financial Planning Tyler Ruegsegger - DENVER - 3. 98 - Business Patrick Kelley - IPFW - 4. (Siusalukis.com)
Farmer Mac Reports Officers' Amendments to 10b5-1 Trading Plans May 31, 2008
The plans, which were originally adopted in November 2005 by Henry D. Edelman, President and CEO, and Nancy E. Corsiglia, Executive Vice President and CFO, were entered into and amended by the officers for personal financial planning purposes. By the amendments reported today, Mr. Edelman added an aggregate of 316,299 10-year options granted in 2001, 2002, 2005, 2006 and 2007, and Ms. Corsiglia added an aggregate of 142,070 options with the same terms, to their respective plans. (PR Newswire)
Bonus bounty: Play your cards right May 15, 2008
This would lower the overall loan amount, says Swapnil Pawar, director, Park Financial Advisors, a personal financial planning company. If you are above 35 years old, you could also look at adding this amount to your retirement corpus. (India Times)
Hawaiian's CEO sells $1.9M in stock May 8, 2008
The company said Dunkerley, who is restricted to selling shares during specific trading windows, chose to sell the shares for personal financial planning reasons. Hawaiian said that 200,000 of the 233,570 shares were granted to Dunkerley in 2002 as an incentive to stay with the company through its bankruptcy and financial recovery. (Pacific Business News, HI)
Experts on call, can offer advice on money May 8, 2008
At the Odyssey Group, he works with an advisory team experienced in corporate financial and operations management, personal financial planning and wealth management. Sally A. Taylor. (AZCentral -- Business)
FISD Voters Speak Up On Propositions May 8, 2008
In fact, in my business of personal financial planning, I encourage my clients to reduce their expenses whenever the cost doesn t represent a priority or value. However, if the expense represents something of great value to my client, it is never an appropriate place to make a cut. (Fredericksburg Standard Radio Post, TX)
CFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory Structure Apr 2, 2008
WASHINGTON, April 1, 2008 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. Chair David G. Strege CFP(R) issued the following statement on release of the Treasury Department's Blueprint for a Modernized Financial Regulatory Structure: "CFP Board commends the Treasury Department for its thoughtful review of our current financial regulatory structure. While most observers agree that a review of market practices is long overdue, this bold and sweeping initiative... (PR Newswire)
More of this story Mar 21, 2008
Our Financial and Tax Services feature provides you with valuable information and advice from local experts on a variety of topics such as personal financial planning, individual investment strategies, insurance and appraisal servcies and more. In our new feature, Financial Advisor Robert Henderson of Edward Jones Investments in Mystic offers five questions to think about as you near retirement. (Westerly Sun, RI)
Southern Co. chief's pay rises 8% in 2007 Mar 20, 2008
The Atlanta Journal-Constitution calculates executive compensation using salary, bonus, non-equity incentives, above-market pension returns, the estimated value of stock and options granted in the year, and other miscellaneous compensation, such as money paid for personal financial planning. Southern will hold its annual shareholders meeting May 28 in Pine Mountain. (Atlanta Journal-Constitution -- Business)
Goodyear CEO gets $21.2M compensation Mar 8, 2008
That included amounts for home security system installation and monitoring expenses, personal financial planning services and personal use of company aircraft, annual dues for club memberships and the cost of annual physical exams. Goodyear also gives Keegan up to two sets of automobile tires a year. (Forbes -- Markets)
Hawaii job seekers find good careers in finance Feb 27, 2008
Eric Mais, head of the finance department at the University of Hawaii's Shidler College of Business, said careers in retirement and personal financial planning have become high-growth areas mainly because it's a different sector than what it was 30 years ago. The defined benefit programs or pensions of a generation or two ago have been replaced by defined contribution plans. (Pacific Business News, HI)
Tech Companies Jan 21, 2008
The buyout brings DI to its next plateau-combining personal financial planning tools with Internet banking. 12 RSA. (American Banker)
Bringing up smart savers Jan 7, 2008
It's important to keep the explanation as simple as possible for young ones, says Ciccotello, who heads the Graduate Personal Financial Planning Programs at Georgia State's Robinson College of Business. "You have some money come in; some money is spent in the present; and then there is some money left over to spend later," he says. (USA Today -- Money)
Got To Have A Plan Nov 24, 2007
Mostly, this takes the form of group seminars, workshops and online planning tools (except for top executives who get personal financial planning as a perk). But these offerings are getting more sophisticated and useful, particularly when it comes to asset allocation. (Forbes)
On Women's College Basketball Oct 25, 2007
Hall of Famer Nancy Lieberman, who was in the Bay Area this week to speak to student athletes at Stanford and Cal about Playbook for Life, a personal financial planning program sponsored by The Hartford, doesn't see the move as a sign of trouble for the women's game. Just a reminder that the sport needs to find its own way. (San Francisco Chronicle -- Sports)
Graduating into debt Oct 25, 2007
Oleson, who is a professor in Missouri's Personal Financial Planning Department, is part of a small but growing group of educators reaching out to counsel student borrowers -- although unfortunately their services don't always reach students in time. The current trend points to worsening student debt levels. (Los Angeles Times)
Saddle Tramps unsuccessful in "Vic 'em" shirt collection. Oct 17, 2007
Jonathan Merritt, president of the Saddle Tramps and a senior personal financial planning major from Corpus Christi, said the Saddle Tramps initially had planned to trade out the organization's "Wreck 'Em, Tech" T-shirts for the controversial "Vick 'Em" shirts. After sitting outside of the SUB for several hours without a single trade, he said, the Saddle Tramps began giving their shirts to anybody who could recite Tech's fight song. (CollegeNews.com)
Theta Chi suspended for "Vick em" shirts, depicting Texas A&M's mascot hanging from a noose. Oct 17, 2007
"If someone has a Vick 'Em shirt and doesn't want to be associated with that, we'll give them one of our Wreck 'Em Tech shirts for free," said Jonathan Merritt, president of the Saddle Tramps and a senior personal financial planning major from Corpus Christi. Merritt said the Saddle Tramps will be in front of the Student Union Building Thursday from 8 a.m. until 3 p.m. to exchange the T-shirts. (CollegeNews.com)
Class divide widening Aug 26, 2007
R.H. Donnelley, the Cary-based company that publishes the Yellow Pages, provided its top five executives with $11,975 each for personal financial planning. First Citizens Bank paid $173,248 for an alarm and monitoring system for the home of Lewis "Snow" Holding, the company's chief executive officer. (News & Observer)
Alexandra & James Selects Xeye as Their Wealth Management Platform Jul 10, 2007
NEW YORK, July 10 /CNW/ -- Xeye, the leading provider of wealth management software and solutions to the financial services industry, is pleased to announce that Alexandra , a new wealth management company that will provide high net worth investors with a comprehensive suite of financial services including bill paying, organization of all aspects of personal financial planning, and coordination with other financial providers, has selected Xeye's WealthManager as their wealth management platform.... (Canada Newswire)
The Nations Favourite Tax Book By Nichola Ross Martin Jul 3, 2007
The Nations Favourite Tax Book By Nichola Ross Martin - 29 Jun 2007. The Nations Favourite Tax Book By Nichola Ross Martin. (Accounting Web, UK)
Miami University's Evan Armitage Earns Baseball Academic All-MAC Honors Jun 13, 2007
84 Personal Financial Planning Dan Taylor, Central Michigan So. 3. (Muredhawks.com)
US Ernst & Young partners charged with tax fraud Jun 1, 2007
This person appears to be the co-author of "Ernst and Young's Personal Financial Planning Guide" which was promoted as the best buy. The blurb about the book says "Take Control of Your Future and Unlock the Door to Financial Security". (Accounting Web, UK)
Ernst & Young partners indicted May 31, 2007
Nissenbaum is the co-author of several popular books, including Ernst & Young's Personal Financial Planning Guide and Ernst & Young's Retirement Planning Guide. He has been widely quoted in the media, including USA TODAY.. (USA Today -- Money)
Eric Cattoni Named An ESPN The Magazine Academic All-American May 30, 2007
84 Personal Financial Planning OF Saint Mary's (Ca) Sr. Lethbridge, Alberta 3. 99 Biology (pre-med) OF Steve Mignogna Radford Gr. (Smcgaels.com)
Brett Lilley Named First Team Academic All-American, As Irish Baseball Program Continues Its Academic Excellence May 30, 2007
84; personal financial planning). The only sophomores to receive Academic All-America honors were Texas infielder Bradley Suttle second team (2nd team; 3. (Und.com)
Planning made easy| May 23, 2007
Well, personal financial planning generally means that you control your day-to-day finances, you work towards your financial goals and you start to build a financial safety net. The bad news is that very few of us have thought this far. (iAfrica.com)
Baseball's Michael Murray Named First Team CoSIDA/ESPN The Magazine Academic All-District IV Performer May 11, 2007
84 Personal Financial Planning DH Jacob Howell Ohio State Sr. Ashland, Ohio 3. 53 Communication. (Gotigersgo.com)
First Financial Bankshares subsidiary opens Fort Worth office Apr 23, 2007
First Financial Trust is a federally chartered bank focused on investment management, trust administration, estate settlement and personal financial planning for individuals, businesses, and non-profit organizations. The new office will serve the bank customers of Southlake-based First Financial Bank, Weatherford National Bank, Cleburne- based First Financial Bank and City National Bank in Mineral Wells, according to a news release Friday. (Dallas Business Journal, TX)
Boomer children to win inheritance jackpot Apr 11, 2007
With about $1 trillion in the mix, Mr. Kirkland said inheritances from the huge postwar generation will become a very important part of both personal financial planning and national investment and economic activity. Asked in the survey what they would do if they inherited $500,000, not an unreasonable expectation from the current estimates, Canadians said they would save or invest $335,000 and spend the rest. (Globe and Mail -- National)
TODAY'S QUESTION: What are the tax rules as far as withdrawing money from your IRA after you reach 70? Apr 10, 2007
Ken Strauss, CPA/PFS, CFP, Director of Tax and Personal Financial Planning, Berkowitz Dick Pollack & Brant CPAs & Consultants, Fort Lauderdale, Fla. TAX HELP. (USA Today -- Money)
7-Figure Salaries At Bankrupt Auto Giant Mar 21, 2007
His other compensation included $88,726 for tax reimbursements, $83,480 for supplemental life insurance and undisclosed amounts for such expenses as personal financial planning, use of a company car for part of the year, an allowance for a car, use of company airplanes, costs for home security, Internet access at home, contributions to his 401(k) account and life insurance costs. The company also says in its report that in addition to his salary which amounts to about $1. (CBS News -- US)
IBM to spend $50 million for employees' financial education and planning Mar 8, 2007
Beginning in April, employees will be able to get unlimited one-on-one personal financial planning and counseling by phone through Fidelity Investments and The Ayco Co. LP, a division of Goldman Sachs Group Inc.. Financial planners from Fidelity and Ayco are trained in all of IBM's benefits programs and will receive no additional pay or commissions for selling their companies' products, IBM said. (San Diego Union-Tribune -- Business)
Business Briefcase Mar 4, 2007
He met the requirements to earn the credential, including passing a technical exam covering personal financial planning topics. Valley Open MRI ostic Center was awarded a three-year accreditation in ultrasound as a result of a recent survey by the American College of Radiology. (Scranton Times, PA)
• People In Business Feb 11, 2007
As a certified financial planner professional he can now offer general personal financial planning and implementation, investment and risk management advice, retirement planning counseling, estate planning, insurance evaluation and comprehensive portfolio reviews. Honors and Awards. (Racine Journal Times, WI)
Datawatch Appoints Douglas Zaccaro as Interim CFO; Promotes Kenneth P. Bero to Senior Vice President Enterprise Solutions Jan 27, 2007
A Massachusetts CPA, Mr. Zaccaro holds a Bachelor of Science degree in Accounting and a Masters Certificate in Personal Financial Planning from Bentley College, a Masters of Business Administration from Babson College, and a Certificate in Management Accounting. Mr. Zaccaro succeeds John Hulburt, who as previously announced is leaving his current post as CFO of Datawatch effective January 31, 2007. (PR Newswire)
Bunge Limited Chairman and Chief Executive Officer Establishes Rule 10b5-1 Trading Plan Dec 13, 2006
WHITE PLAINS, N.Y., Dec. 12 /PRNewswire-FirstCall/ -- Bunge Limited (NYSE: ), an integrated, global agribusiness and food company, today announced that Alberto Weisser, its Chairman and Chief Executive Officer, has established a Rule 10b5-1 trading plan to exercise a portion of his employee stock options and sell the resulting common shares received from such stock option exercises as part of a personal financial planning strategy for asset diversification and liquidity. The trading plan was... (PR Newswire)
More of this story » Dec 13, 2006
Shelton intends to specialize in personal financial planning and business valuation and appraisals. For the next several months he will remain affiliated with Spellerberg to assist in the transition. (Wood River Journal, ID)
Interim CEO named to CFP Board Oct 25, 2006
The Denver-based CFP Board is a nonprofit regulatory organization that fosters professional standards in personal financial planning. Tharpe previously was president and CEO of the Congressional Black Caucus Foundation and prior to that spent 12 years as executive director of the Association of School Business Officials International. (Denver Business Journal, CO)
Time for Business to Do More With More Oct 17, 2006
"Business growth is proportional to how many advisers we can put into the field. The quality of most people s personal financial planning can be pitiful.". No matter the industry, growing the business will, in many cases, require increasing headcount since many managers and workers are already stretched to their limits. (CIO)
Freddie Mac, Lenders Collaborate to Launch Homeownership Themed Telenovela Next Week Sep 22, 2006
Spanish-language soap opera combines entertainment with the financial facts of life. RISMEDIA, September 22, 2006Hot storylines meet meaningful messages in Nuestro Barrio (Our Neighborhood), a Spanish-language TV mini- series about Hispanic life in the United States. (RisMedia.com)
Professional Advice Key During Housing Market Shift Sep 22, 2006
An investment in a home is rarely a sole financial consideration but part of a more holistic approach to your personal financial planning and goals. Don't buy a home because the time is right. (RealtyTimes)
Footrace helps kick off new women's s... Sep 18, 2006
Hope Alive will offer personal financial planning, job readiness training, children's programs that promote healthy growth, Bible studies and job placement services. "We've designed a house that will disperse people throughout the living area," Ms. Oehmig said. (Frederick News-Post)
INVESTING: Don't go overboard buying your employer's stock, John Waggoner warns Sep 1, 2006
If there were 10 commandments in personal financial planning, "Don't load up on company stock" would be right up there with, "Never use your legs as security for a loan." Still, buying your own company stock can sometimes be a good idea if only in small amounts. Many companies will let you buy company stock through a 401(k) savings plan, an employee stock-purchase plan, or both. (USA Today -- Money)
Higher Fuel Costs, Lower Home Prices Slowing Shoppers Aug 28, 2006
Psychologically, this creates the opposite of the "wealth effect" that kept upbeat consumers spending as stock prices rose in the late 1990s and real estate boomed after the recession in 2001, said Robert Weagley, chair of the personal financial planning department at the. (Story continues below). (Fox News)
$3 gas, cool home market slow spending Aug 26, 2006
Psychologically, this creates the opposite of the "wealth effect" that kept upbeat consumers spending as stock prices rose in the late 1990s and real estate boomed after the recession in 2001, said Robert Weagley, chairman of the personal financial planning department at the University of Missouri. The Commerce Department reported Thursday that new-home sales fell 4. (AZCentral -- News)
Invest with eyes wide open Jul 24, 2006
Thus, personal financial planning is a process of developing strategies for using financial resources to achieve short- and long-term goals. Financial planning requires a thorough analysis of an individual s current position, including issues such as will, marital status, contractual obligations and any personal preferences. (India Times)
Business Briefs Jul 17, 2006
As a CFP professional, Swearingen can now offer general personal financial planning and implementation (both short- and long-term), investment and risk management advice, retirement planning counseling, estate planning, insurance evaluation and comprehensive portfolio reviews. To become a CFP professional, Swearingen had to demonstrate ability to analyze and develop personal financial plans. (Mattoon Journal-Gazette, IL)
U.S. coping with interest-rate hikes Jul 9, 2006
"As housing prices increase, there is more pressure to use ARMs to be able to afford a home," said Michael Finke, an assistant professor of personal financial planning who questioned whether ARM borrowers are aware of the added risk. In 1992, 25 percent of borrowers who obtained ARMs were considered low income, but by 2001 that increased to 42 percent, according to the study. (AZCentral -- Business)
After a divorce, taking on more debt Jul 2, 2006
The San Diego firm offers personal financial planning, investment management and tax services on a fee-only basis and also charges a fee structure for asset management. Giles earned a bachelor's degree in journalism from the University of Colorado and later a master's in business administration, financial and tax planning from San Diego State University. (San Diego Union-Tribune -- Business)
Planning financial stability Jun 8, 2006
"Everything else in life has another way to pay for it," said Ritter, who taught personal financial planning at during the spring semester. "Retirement doesn't.". (Sunspot.net -- Business)
Congress Gives Little Tax Relief for AMT Migraine May 15, 2006
Once again the anointed few can rhapsodize over their customized breaks while millions of middle-income earners will hear the dirge of the alternative tax again next year, still one of the most grating themes in personal financial planning. To contact the writer of this column: John F. Wasik in Chicago at jwasik@bloomberg. (Bloomberg -- Columnists)
Avoiding an estate of confusion Apr 19, 2006
Call it what you will inheritance tax, estate tax, death tax but it could, can and often will destroy a family-owned company unless something effective is done, sooner rather than later, in the area of business and personal financial planning ... u Personal financial planning for all concerned. (Skagit Business Pulse, WA)
6 Tips for an Easy Retirement Apr 15, 2006
Most people have heard of the benefits of personal financial planning and want to better manage their personal finances. Yet it can seem so overwhelming. (Entrepreneur)
Robert Yates Racing - LMS Media Tour ... Jan 28, 2006
"The fact that the company made money was a big plus. You have to have a vehicle that people want to buy. You have to compete in price. It's like in our business, you get leap-frogged and I think it's our turn to jump the other guys and be ahead of them. Sometimes you have to make tough calls in business. We have to do them in our business, but at the end of the day you have to a good financial business model. It's important that we do it here at Robert Yates Racing and certainly it's important... (Motor Sport)
