The Politics of Noise
- Talking Points. // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p22
Presents an update on issues related to the financial planning sector in the U.S. as of September 2002. Shift in the roles of financial planners; Emergence of the Shedders trend.
- Budget agreement is costly and skewed. Jones, Arthur // National Catholic Reporter;07/18/97, Vol. 33 Issue 34, p3
Opinion. Comments on the 1998 budget reconciliation tax package in the United States. Budget deficits as high as $700 billion over the next 15 years; Tax credits and cuts; Backloading; People who stand to benefit from either the Congress or White House version of the package; Issues of...
- U.S. Spends Too Much on Military. KAUL, DONALD // Progressive Populist;4/15/2011, Vol. 17 Issue 7, p23
The author proposes a three-pronged plan for balancing the U.S. budget which includes increasing taxes on the rich, cutting military spending and making more money by investing in research, schools, libraries and public broadcasting.
- Managing Financial Transitions. Pullen, Courtney; Bradley, Susan // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p35
The article discusses the effects of understanding the aspects of financial transitions towards financial planners in the U.S. It explores on the concepts of the seven-stage model of Financial Transition Planning and mentions on the significance of the planning model. It notes that with a...
- Stay Competitive. Ellis, Rebecca // Advisor Today;Jan2006, Vol. 101 Issue 1, p54
The article presents information on the Financial Services Specialist (FSS) coursework. The FSS curriculum focuses on sales skills and technical knowledge specifically for financial-services professionals. The curriculum is timely, considering the current dynamics of the U.S. financial planning...
- Protection First. Edwards, Jim // Advisor Today;Sep2007, Vol. 102 Issue 9, p16
The article provides information on financial planning in the U.S. According to the author, all financial planning is useless if there is no solid foundation in place. He added that financial planner of LUTCF and CLTC Patrick Shah has stated that financial planning is a two-part process. He...
- Breaking with Tradition. Zultowski, Walter H. // Best's Review;May2008, Vol. 109 Issue 1, p66
The article reports on the issue that several high-net-worth niche markets are underserved by the financial planners in the U.S. The author stated that millions of wealthy niche households are begging for savvy financial advisers. He added that nontraditional and wealthy individuals often...
- It's official: super choice is a fizzer for advisers. Fielding, Zoe // Money Management;10/20/2005, Vol. 19 Issue 39, p1
Reports on the results of a survey concerning financial planners who service corporate super funds in the U.S. Introduction of choice of fund; Percentage of advisers who had received queries about choice of fund; Statistics about the shift into an industry fund or a personal super fund.
- Clueless in Withdrawalâ€¦. // Journal of Financial Planning;Aug2006, Vol. 19 Issue 8, p10
The article focuses on the amount of money that can be safely withdrawn from retirement fund on a yearly basis. The "Journal of Financial Planning" has recommended a withdrawal rate of about 4.5%, and the financial planning industry has adopted a standard of around 4%. A poll by New York Life is...