Values-Based Planning: Seeing the Whole Client, Part II
- What the Money Is Notï¿½. Wagner, Richard B. // Journal of Financial Planning;Apr99, Vol. 12 Issue 4, p36
Presents a dialogue regarding financial planning. Definition of what money is not; Issues in retirement.
- The communication gap. // Finance Week;05/25/2001, p42
Reports on the inverse relationship between affluence and confidence in personal financial planning. Wealthy people's difficulties in dealing with their investments.
- Software that can help retirees make their nest egg last a lifetime. Tyson, Eric // Money;Oct96, Vol. 25 Issue 10, p31
Reviews the computer software Vanguard Retirement Manager and Quicken Financial Planner. Designed to help retirees manage their money; Three financial moves which can help a person to manage money in retirement, including making of detailed projections of retirement income and expenses.
- Nobody Told You About the Big Bucks?... // Journal of Financial Planning;May2000, Vol. 13 Issue 5, p28
Comments on the migration of certified public accountants in the United States into financial planning. Services offered by accountants.
- The Value of Advisors. Ruth, James P. // Advisor Today;Feb2002, Vol. 97 Issue 2, p20
Discusses some of the few important questions that people should answer as they approach their retirement age. Social security; Retirement plans; Asset allocation.
- 10 Ways to Make Your Money Grow. Loeb, Marshall // ABA Journal;Mar86 Supplement, Vol. 72, p12
Presents tips on retirement planning. Opening of individual retirement and Keogh accounts; Taking full advantage of tax-saving opportunities; Maintaining liquid savings; Keeping an up-to-date will.
- Start now to get year-end savings. Loeb, Marshall // Business News New Jersey;10/19/98, Vol. 11 Issue 37, p27
Offers advice on how to reduce tax bills. Investment in Individual Retirement Account; Investment in Keogh Plan; Tips on how to increase tax deductions; Sale of underperforming stocks.
- Women still lag in planning their financial futures. M.G. // Christian Science Monitor;11/13/97, Vol. 89 Issue 244, p10
Focuses on the necessity of financial planning by women for their retirement years. Danger of reliance on Social Security as a primary retirement income; Numbers of women at risk of impoverishment; Suggestions for taking control of finances.
- Married women face inequities in Social Security. M.G. // Christian Science Monitor;11/13/97, Vol. 89 Issue 244, p11
Focuses on a survey conducted by the National Policy and Resource Center on Women and Aging at Brandeis University in Waltham, Mass., on women's so-called retirement literacy. Goal of achieving financial security to ensure a comfortable retirement; Numbers of women who are inadequately...