Car wash raises money for activist's funeral Jun 26, 2009
Couples should have a talk about an important issue that will affect their future before exchanging their "I dos," according to Kristy Archuleta of Kansas State University's Institute of Personal Financial Planning Clinic ... Archuleta is a licensed marriage and family therapist who teaches in K-State's personal financial planning program ... She's also part of the program's Institute of Personal Financial Planning Clinic, which blends financial counseling with marriage and family therapy to... (Fresno Bee)
Guertin named among top financial advisers Jun 17, 2009
Prior to joining First Financial, Walter was a principal with Legacy Financial Services, Inc., a personal financial planning and investment firm. He also served as Senior Vice President for the Federal Home Loan Bank of Boston and was an auditor with the international accounting firm of Price Waterhouse & Co.. (Belmont Citizen Herald, MA)
Human anatomy for everyone! May 31, 2009
Fundamentals of Personal Financial Planning. University of California, Irvine. (Boston Globe)
Graduation Day May 19, 2009
He is a vice-president with Mass Financial Group, an affiliate of Mass Mutual Financial Group, in Chesterfield and owns a personal financial planning company. Roberts had four pieces of advice for the class of 2009. (Cameron Observer, MO)
Poorly prepared for retirement Apr 9, 2009
The Association for Savings and Investment SA (Asisa) conducted the survey at the end of last year among financial advisers active in the areas of personal financial planning, investment and long-term insurance cover. Asisa said the survey indicated that only 13 percent of responding advisers indicated that 50 percent or more of their clients were well prepared for retirement. (Business Report, South Africa)
Money experts, IRS to offer free advice Apr 5, 2009
He works with an advisory team experienced in corporate financial and operations management, personal financial planning and wealth management. C. Angus Schaal of Dumont Investment Advisors is managing director of the firm's Phoenix office and is a CFP professional. (AZCentral -- Business)
Tip of the day Mar 9, 2009
Lyle Benson, a CPA/PFS and member of the AICPA s Personal Financial Planning Executive Committee has a tip on investing intelligently to weather this stormy market. You cannot time the market. (The Palm Beach Post)
Bear-Market Entry Risks Decade-Long Price Slump Feb 8, 2009
Turning your concerns toward your personal financial planning will make timing bear markets a moot point. This is true whether you live in Shanghai, Moscow, New York or London. (Bloomberg -- Columnists)
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)
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)
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)
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)
