Planners May Need to Get Nosier
- Federal Employees with Disabilities with Regards to Occupation, Race, and Gender. Kim, Chon-Kvun // Public Personnel Management;Summer2007, Vol. 36 Issue 2, p115
This study examines the distribution of federal employees with disabilities with regard to occupation, race, gender and department through an analysis of the recent demographic data on full-time disabled employees in the federal civil service. With regard to race or gender, the occupational...
- Hard Work at an Advanced Age. Gluckman, Amy // Dollars & Sense;Sep/Oct2010, Issue 290, p30
The article examines the proposed increase in retirement age in the U.S. The current retirement age in the country is at 67 yet the age of earliest eligibility for Social Security retirement benefits is at 62. It is said that while raising the retirement age in line with the average life...
- Heirs With Special Needs. Cane, Barbara H. // Financial Planning;Dec2007, Vol. 37 Issue 12, p104A
The article offers guide to helping clients prepare for the future of a disabled person. A financial planner should be prepared for a difficult conversation and should be able to refer families to professionals who can help them in ensuring the security and comfort of heirs with special needs....
- Just Starting Out. Blakeslee, Diane Pusey // ABA Journal;Mar86 Supplement, Vol. 72, p20
Discusses the services offered by financial planners. Preparation of wills; Selection and purchasing of insurance plans; Debt management; Investment advice; Tax and retirement planning.
- Spokane Estate Planning Council Roster 2008-2009. // Journal of Business (10756124);10/23/2008, Vol. 23 Issue 22, p11
The article lists individuals in the Spokane Estate Planning Council Roster for 2008-2009, including Mayree Beckett, Deborah A. Cordes, and Robert E. Corlett.
- Check Your Bias at the Door. Bearden, Frank C. // Advisor Today;Dec2002, Vol. 97 Issue 12, p94
Views on the biases of financial advisors towards giving advice to clients. Tips on making biases useful; Details on the case of couple Larry and Sandra Smalls; Strategy devised to convince the couple to implement a conventional estate planning.
- Experts debate LTC insurance versus Medicaid spend-down. Niedzielski, Joe // National Underwriter / Life & Health Financial Services;11/3/97, Vol. 101 Issue 44, p7
Reports that financial planners feel that the consideration of a long term care (LTC) policy is becoming an important component of estate planning. Identification of strategies experts are challenging; Efforts of the federal government to restrict transfer of assets and penalize estate planning...
- Saving Your Clients by Doing Your Homework. McMorris, Frances A. // On Wall Street;Nov2007, Vol. 17 Issue 11, p16
The article discusses various reports published within the issue, including one by Suzanne Barlyn on the problems surrounding estate planning and another by Jack Sharry on how financial advisors often overlook potential clients.
- Wheels of fortune. Korn, Donald Jay // Financial Planning;Feb98, Vol. 28 Issue 2, p98
Tackles liability issues faced by financial planners who experience conflicts of interest in recommending that wealthy clients keep accumulating money and pay higher asset management fees. Reasons why planners may focus on wealth accumulation for their wealthy clients; Methods for convincing...