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ARCHIVES
2001
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Saving
plan lacking focus - December 30, 2001
Boston Herald/www.businesstoday.com
- Money solution by David Bross, CFP®, founder of
Leominster's DS Bross Financial Advisory. |
MIDSTREAM;
Beware: Your Generosity is Suspect- December 23,
2001
Al Wroblewski, CFP®, was quoted in the December 23
Edition of the New York Times article on charitable giving.
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Trading
habits drain savings- December 23, 2001
Boston Herald/www.businesstoday.com
- Money solution by Deb Maloy, CFP®, Neiman Maloy
Financial Group Inc. |
| December
20, 2001 - Planners Lisette Smith and Tanya
Rapacz use their family office backgrounds to enhance their
new financial planning practice. Read Dave Drucker's profile
here. |
Serving
Gay Clients - December 2001 edition - Registered
Representative magazine
Members Sandy Reynolds, John LeBlanc and Deb Neiman
talk about the nuts and bolts of dealing with this segment of
the population. |
December
20, 2001
Deb Neiman,CFP®, Neiman Maloy Financial Group Inc.
was featured on Business 1060 AM radio’s The Boston Business
Journal AM Edition with Dave Anthony and FPA of MA members Bonnie
and Brad Bleidt. Deb talked about financial planning strategies
for year-end and 2002. |
School
loans cutting into home savings: Retirement a concern too -
December 16, 2001
Boston Herald/www.businesstoday.com
- Money solution by Art Ford, CFP®, CPA, of Sullivan
Bille & Co. |
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Couple
wants to keep more of sole salary- December
9, 2001
Boston Herald/www.businesstoday.com
- Money solution by Philip Sagan, CFP®, CPA, of
Philip J. Sagan Financial Consulting
I provided
advice to a young, married couple with two children. The husband
and wife do not have any debt. However, they have not begun
to save for retirement. I recommended the start of either
Roth or Traditional IRAs. Money that had been placed in UTMAs
should be discontinued. The family income is low enough to
make financial aid a strong possibility. UTMAs would undermine
effective financial aid planning.
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Divorce
makes home buy hard- December 2, 2001
Boston Herald/www.businesstoday.com
- Money solution by Rick Fingerman, CFP®, Financial
Planning Solutions |
November
27, 2001
Marc Freedman, CFP, was a moderator on CNNMONEY.com and
hosted a chat room on year-end tax planning strategies. |
Student
loans, credit cards compound debt - November 25,
2001
Boston Herald/www.businesstoday.com
- Money solution by Nick Fichter, CFP®, Fichter and
Co. |
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Spending
habits contribute to lack of savings- November
18, 2001
Boston Herald/www.businesstoday.com
- Money solution by Dan Galli, CFP®, Boston 128
Companies Inc.
This case
involves a young couple in their thirties who enjoy sufficient
income but seem unable to save any money. I projected their
retirement need and suggested beginning 401(k) plans as well
as 529 plans for their children's education, using automatic
monthly withdrawals from their checking account.
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| November
13, 2001 - Sharon Rich of Womoney and PridePlanners was
cited in The Los Angeles Times; Nov 13, 2001, "Money
Makeover; Future Teacher Knows Frugality" by Mark
Sachs |
Growing
debt - unforeseen bills hinder savings - November
11, 2001
Boston Herald/www.businesstoday.com - Money solution
by Christiane Delessert, CFP®, Delessert Financial
Services |
November
11, 2001
Dee Lee headlined at the Money Conference for Women.
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Couple
wonders whether they can retire - November 4,
2001
Boston Herald/www.businesstoday.com
- Money solution by Matt Fitzpatrick, CFP®, Enterprise
Bank and Trust.
My Herald
piece described the financial status of a couple in their
40's who were in a relatively solid situation. Due to their
moderate lifestyle, they were honing in on an asset building
program that should adequately support their retirement goals.
However, their one exposure was their severe case of "portfolio
overlap". Like many do-it-yourselfers, they were heavily invested
in the large cap growth sector, which of course, has experienced
a severe downturn. I recommended some portfolio rebalancing
among other suggestions.
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Well
off but worried about retiring soon - October
28, 2001
Boston Herald/www.businesstoday.com
- Money solution by Al Wroblewski, CFP®
Paul,58,
and his wife, Mary, 68, pondered when Paul should retire.
Paul had an income of $87,500 and Mary was drawing social
security of $5,000. What I liked about their situation was
the multiple income sources available in retirement. In addition
to each of their social security payments, they had rental
property, and Paul would receive proceeds from two pensions
plus retirement savings. (I love multiple income sources!)
Much of what they needed to do was tidying up: view their
stock portfolio as an investment not a collection of certificates,
revisit their mortgage situation and set up a cash-flow structure
to manage their income stream and taxes in retirement. It
was a good experience.
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October
28, 2001
Boston Herald/www.businesstoday.com
- Money solution by Sharon Rich, Womoney. |
October
27, 2001
Dee Lee headlined at the Money Conference for Women.
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October
27, 2001
Sandy Reynolds talked about "How to find a financial
planner" at the Money Conference for Women. |
Retirement
plans present many changes - October 21, 2001
Boston Herald/www.businesstoday.com - Money solution
by Linda Homsey, CFP®, Freya Financial |
Woman
wants her life to be debt-free - October 14, 2001
Boston Herald/www.businesstoday.com
- Money solution by Rick Fingerman, CFP®, Financial
Planning Solutions |
October
8, 2001
Heather Dondis was recently highlighted in the October
8 Issue of Mutual Fund Market News (www.mfmarketynews.com).
The article talked about Quantitative Advisors. |
Credit
Card debt may take comfort out of retirement- October
7, 2001
Boston Herald/www.businesstoday.com
- Money solution by Chris Dalto, CFP®, JD, Delessert
Financial Services |
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The
Best Advisors' Best Advice - October, 2001
Worth presents their 2001 list of America's elite financial
advisors - and their strategies for building wealth in any
kind of market. Congratulations to the FPA of MA members listed:
Herbert Daroff, CFP®, JD; Glenn Frank, CFP®,
CPA, PFS, MBA, MST; Robert Glovsky, CFP®, CLU,
JD; Mark Kaizerman, CFP®, ChFC, CPA, PFS; Susan
Kaplan, CFP®, MBA; and Jane King, CFP®.
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| October
2001 - Sharon Rich of Womoney and PridePlanners was cited
in The Boston Globe Magazine, Oct. 2001, "Golden
Illusions," by Kimberly Blanton |
Best
Planners in the Northeast - October, 2001
Congratulations to the Best Financial Planners in the Northeast
highlighted in the October 2001 Issue of Mutual Funds Magazine.
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Heading
West will only add to high debt - September 30,
2001
Boston Herald/www.businesstoday.com
- Money solution by Art von der Linden, CFP®, Wingate
Financial |
Future
tuition may delay dad's retirement day - September
23, 2001
Boston Herald/www.businesstoday.com
- Money solution by Femi Shote, CFP®, Founder of
Asset Harvest Group |
Vacation
home, early retirement in competition - September 16, 2001
Boston Herald/www.businesstoday.com
- Money solution by Linda Homsey, CFP®, Freya Financial |
Marital
Breakup affects finances- September 2, 2001
Boston Herald/www.businesstoday.com
- Money solution by Femi Shote, CFP®, Founder of
Asset Harvest Group l |
| September
2001 - Sharon Rich of Womoney and PridePlanners was cited
in Bloomberg Personal Finance, Sept. 2001, "The
Right Advice," by Lynn Brenner. |
Finding
the best use for stock windfall - August 19, 2001
Boston Herald/www.businesstoday.com
- Money solution by Dan Galli, CFP®, Boston 128 Companies
Inc. |
Bad
debt drags down future plans- August 5, 2001
Boston Herald/www.businesstoday.com
- Money solution by Debra Neiman, CFP®, Neiman Maloy
Financial Group Inc. |
August,
2001 -
Rick Fingerman of Financial Planning Solutions, Inc. appeared
in the Expert Advice column of the August, 2001 edition of Mutual
Funds Magazine. Rick answered a reader’s questions
about repositioning her mutual fund portfolio. |
July
29, 2001 -
Art Ford of Sullivan & Bille, PC appeared in the
July 29 edition of the Boston Herald’s Money Matters
column. Art advised a couple about their personal financial
planning issues, such as cash flow, life insurance needs and
retirement planning. |
July
26, 2001 -
Deb Neiman, of Neiman-Maloy Financial Group, Inc. appeared
on the July 26, 2001 FOX evening news. She talked about the
IRS rebate checks and how stores like Home Depot are encouraging
taxpayers to spend the rebates before they are even received.
Deb suggested that taxpayers first take a hard look at their
own situations and invest in themselves - fund emergency fund,
IRAs and pay down debt rather than spend it. |
| June
2001 - Sharon Rich of Womoney and PridePlanners was cited
in Bloomberg Personal Finance, June 2001, "Retirement
Realities," by Janet Bamford |
| June
2001 - Sharon Rich of Womoney and PridePlanners was cited
in Good Housekeeping, June 2001 "Mission: money
control" by Shira Boss |
| Sandy
Reynolds of Financial Planning Alternatives, Sharon Rich
of Womoney, and Deb Neiman were featured on Provincetown’s
WOMR 92.1 for organizing the first PridePlanners National Conference
for financial advisors who service gay and lesbian clientele.
The trio and the conference also appeared in numerous publications,
including the Boston Globe, Financial Planning magazine,
Financial Planning Interactive, Investment News, Bloomberg Wealth
Manager, Financial Advisor, gfn.com, America On-line, and National
Underwriter. John LeBlanc and Dana Levit of
Back Bay Financial Group, and Charlo Mauror of Peace
of Money helped organize the event. |
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