Financial Planners-A Good Return for the Money

September 2008
Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, Special section p5
Academic Journal
The article discusses a survey taken for the Financial Planning Association (FPA) regarding consumer attitudes about the value of financial planners. Details of the consumer responses to various questions are presented. Topics include people who have little money that can benefit from the services of a financial planner, a financial planner who will be a good return on money, and the peace of mind that a financial planner will bring a client. Also discussed is the chance of losing money if using a financial planner.


Related Articles

  • Counseling Insights from the Last Lap of Life. Hughes, Bonnie A. // Journal of Financial Planning;Jan2009, Vol. 22 Issue 1, p34 

    The article discusses the way in which financial planners can use the experiences of their older clients to educate their younger clients regarding investment decisions. Questions that have been raised regarding the way in which financial planners should counsel their clients are discussed. The...

  • A SPREADSHEET FOR CALCULATING INCOME REPLACEMENT RATIO. Tezel, Ahmet // Journal of Personal Finance;2007, Vol. 6 Issue 2/3, p76 

    It is widely accepted to calculate income replacement ratios for measuring how much wealth is needed at retirement and for assessing retirement readiness of individuals. This paper presents a model to estimate income replacement ratios under a variety of savings rate assumptions and other...

  • Retirement plans vs. a retirement plan. Grill Jr., Norman G. // Westchester County Business Journal;5/12/2008, Vol. 47 Issue 19, p23 

    The article illustrates the difference between a retirement plan and planning for retirement. The author presents a situation which depicts the life of a busy executive who needs the assistance of a financial advisor. He mentions that a retirement plan should be unique and must reflect the age,...

  • On Helping Your Retirees. Duska, Ronald F. // Journal of Financial Service Professionals;Jan2011, Vol. 65 Issue 1, p24 

    Aside from encouraging your client to plan, is there more you should do? As a professional advisor, you are necessarily concerned about looking out for the interest of the advisee. However, how far must that concern go? Need it go past the concern for the financial interest? What sorts of...

  • In Search of the Magic Number. Miller, Mark // REP.;Mar2013, Vol. 37 Issue 3, p60 

    The article discusses the safe withdrawal rate in retirement in the U.S. It notes that the expected answer, which has been four percent, adjusted annually for inflation, has been reconsidered by a growing number of financial planning experts. According to a research by Morningstar, an initial...

  • Retirement Account Options When Beginning a Career. Geisler, Gregory G.; Stern, Jerrold J. // Journal of Financial Service Professionals;May2014, Vol. 68 Issue 3, p45 

    When college graduates begin their careers, they face a number of financial choices and obligations. Their choices typically include one or more retirement account options. The options generally include individual retirement accounts (IRAs) (Roth and/or traditional), 401(k) plans (Roth and/or...

  • MARKETING TO CONSUMERS: Attracting Your Ideal Client by Focusing on Topics of Interest. King, Rebeca // Journal of Financial Planning;Mar2010, Vol. 23 Issue 3, Special section p1 

    The article offers information on the marketing strategy for financial planners, which is focusing the topics of interest to attract the ideal clients. It mentions that the personal finance topics in which the consumers are interested in are usually retirement planning, budgeting and money...

  • Smarter Ways to Work With the Stars. Vasan, Paula // Financial-planning.com;12/5/2014, p1 

    The article discusses strategies that can be used by financial advisors working with celebrities, particularly the benefactors of sudden, overnight wealth. It stresses the importance for advisors to educate their clients about the flow of their wealth. It notes on the importance for advisors to...

  • A Marathon, Not a Sprint. Dubes, Mike // CPA Wealth Provider;Oct2006, p14 

    The article reflects on the author's view on the need for financial planners to protect core assets against big losses in advising their clients on wealth management. According to the author, seeking superior returns should be a secondary consideration in retirement planning and that capital...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics