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ARCHIVES
2004
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If
you have been in the news recently, send us your name, company, and
information about the article (including date published) to admin@fpama.org
and we will post it here. |
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| December
20, 2004 - Mark Passacantando and Steve Wightman,
both members of FPA-MA, are interviewed in Investment
News regarding their pro-bono efforts for military families.
Along with 41 volunteers, the two are providing education to
members of the armed forces on military benefits, insurance,
estate, and budget planning. They hope to make a difference
by answering questions from service men and women by e-mail,
phone, and one-on-one sessions. http://www.investmentnews.com/article.cms?articleId=51735
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Financial
Planning Association™ of Massachusetts Names Scholarship
to Honor Colleague's Memory
The Financial
Planning Association of Massachusetts Names Scholarship the
Anthony F. Farma, CFP® Scholarship
Framingham,
MA, December 1, 2004: The Financial Planning Association
of Massachusetts has announced that it is naming its scholarship
the Anthony F. Farma, CFP® Scholarship to honor the memory
of Anthony (Tony) Farma, who died over the weekend.
Tony, an active FPA member, teacher, mentor and friend was
just elected to the 2005 Board of Directors. "Tony embodied
the spirit of adult education and was a wonderful educator
and mentor. He has touched many lives and will be missed by
many people", said Debra Neiman, CFP®, President.
Read
more...
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| November
17, 2004 - Stephen Doucette, CFP®, Lexington/Bridgewater
Wealth Management was quoted in The
Boston Globe Article Just Subtract the Fear, And
Add Some Planning. Read
more. |
| November
2004 - Lisa Cremonini, MBA, CFP®, of Jane Siegel &
Associates, was I was quoted in the November 2004 edition of
Bloomberg
Wealth Manager. The article was written by Elayne Robertson
Demby and it’s titled “Get That in Writing” regarding
new SEC regulations mandating that financial-advisory firms
adopt formal codes of ethics to reinforce the importance of
advisers’ fiduciary obligations. Page 37 of magazine. |
| September/October
2004 -
Al Wroblewski, CFP®, was quoted in the article Adult
Children and Money, by Jon J. Gallo and Eileen Gallo, Ph.D.,
which was published in the September/October 2004 Vol. 18 No.
5 issue of Probate
and Property. |
| September/October
2004 - Senior
members of FPA® MA Platinum Partner Thornburg Investment
Management growth equity management team have recently become
on-air “regulars” on Boston’s Business Radio,
WBIX, 1060 AM on the Market Wrap show with Mark Mills, on Wednesday
afternoon at 4 PM EST. Every third Wed. Alex Motola, Portfolio
Manager of Thornburg’s Core Growth Fund and Associate Portfolio
Manager, Connor Browne will be asked to comment on the day’s
market activities and key financial trends of the day. Alex
will next appear on September 15 and October 1. Connor will
be on September 1 and September 22. The interview segment will
last between 5 and 10 minutes, and can also be heard live on
“streaming radio” which can be found on the Internet
at www.business1060.com. Tune in and let us know what you think. |
| September
2004 - In
September, we awarded two more $500 Merit Scholarships to FPA™
MA members. They were to Christopher Chouinard (Boston
University) and Lucas Wagner (Merrimack College). The
FPA™ MA will be offering four $500 scholarships per year
(two in the fall and two in the winter). They are awarded to
FPA™ MA members who are enrolled in a local CFP® Program
registered and approved by the CFP Board of Standards. The application
deadline for the next two scholarship awards will be December
31, 2004. Click
here for more information. |
| September
17, 2004 - Daniel J. Galli , CFP®,
of Boston 128 Companies, Inc. in Rockland, was quoted in The
Boston Globe written by Charles Stein on Friday September
17, 2004 in an article on the American Funds. |
| August
25, 2004 - Daniel J. Galli , CFP®, of Boston
128 Companies, Inc. in Rockland, was also quoted in The
Boston Globe on August 25, in an article by Andrew Caffrey
on Putnam Funds. |
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August
2004 - Debra Neiman, CFP®, with Neiman &
Associates Financial Services, LLC, was interviewed in the
article "The
Post-Nuclear Age" by Kristen French, Financial
Planning.
You know
the statistics: only 24% of the 105 million U.S. households
consist of married couples with kids--and some of those people
are remarried with blended kids. The message: financial planners
should be prepared to work with divorced single parents, adoptive
parents, blended families, same-gender partners, grandparents
caring for grandchildren and adult children caring for aging
parents.
From there,
the article offers some mini-case studies of nontraditional
clients and their advisors.
Debra
Neiman, of Wakefield, MA is working with two women who were
recently married under Massachusetts law. Alas, most of the
1,400 rights and benefits of marriage at the federal and state
levels are still not available to them, so the goal is to
plug the gaps. The couple won't be able to use survivor benefits
to transfer assets tax-free, so Neiman has raised their life
insurance coverage by 40%. They have opened jointly funded
accounts to avoid triggering the gift tax. Despite the marriage,
they still have to file separate returns for federal and state
taxes, plus a "phantom" federal return that says
they're married so they can calculate their state tax obligations
correctly. The lesson here, not explicitly stated, is: don't
try this at home. If you aren't skilled or trained in this
area, then bring in planning, estate and tax professionals
who can plug the gaps. The article recommends the Pride Planners
network of financial planners as a place to start.
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| July/August
2004 - Cynthia R. Haddad, CFP®, of Bay Financial
Associates LLC in Waltham, MA, was recently quoted in the July/August
2004 issue of Bloomberg Wealth Manager in an article
by Deborah Jacobs on "Trust & Obey - setting up a special
needs trust for a disabled child requires attention to the letter
and spirit of all the relevant laws and regulations". |
| July
5-12, 2004 - Susan Burns, CFP®, of Snug Harbor Financial
Planning, Inc. and Debra Neiman, CFP®, with Neiman
& Associates Financial Services, LLC, were quoted in the
article "Serving an Empowered Clientele" by Warren
S, Hersch, National Underwriter Life & Health, that
discusses the need for advisors seeking to work with same-sex
couples to be prepared to handle complex financial planning
and an uncertain legal environment. |
| July
10, 2004 - Lisa Cremonini, MBA, CFP®, Jane Siegel &
Associates was quoted in the July 10, 2004 Saturday issue of
the Boston
Herald on page 4. The article was titled “Play
it smart, Geraldine.” Geraldine Williams is the woman who
won the $294 million Mega Millions jackpot. The journalist;
Jay Fitzgerald, was asking planners what advice they would give
her if they had her as a client. |
| July
1, 2004 - Bill Harris, CFP®, WH Cornerstone Investments
in Duxbury, was quoted in the July 1, 2004 edition of the Boston
Herald for the article “Fed’s rake hike means
work for consumers”. |
| June
14, 2004 - Bill Harris, CFP®, WH Cornerstone Investments
in Duxbury, authored the article “Is a real estate individual
retirement account right for you? “ that was published
in the June 14, 2004 edition of Mass High Tech. |
| May
24, 2004 - Marc S. Freedman CFP®, President, Freedman
Financial Associates, Inc. in Peabody, was interviewed for Tomorrow's
Benefits, Yesterday's Beneficiaries by Albert B. Crenshaw
for the Washington
Post. |
| May
20, 2004
- Sharon Rich, Womoney in Belmont, and John
LeBlanc, CFP®, Back Bay Financial in Boston,
were interviewed in the article for Boston.com
called Gay
marriage solves,creates money issues, by Chuck Jaffe. |
| May
18 ,2004 - Susan Burns, CFP®, of Snug Harbor Financial
Planning, Inc. in Marshfield, was highlighted in an article
in the Cape
Cod Times called "For same-sex spouses, finances
only get more complicated" |
| May
13 ,2004 - Susan Burns, CFP®, of Snug Harbor Financial
Planning, Inc. in Marshfield, was a guest speaker on the Delores
Kong Show on Business 1060, discussing financial planning advice
for same sex couples planning to get married. |
May
2004 - FPA Member Cheryl A. Costa, Financial Advisor,
with Family Financial Architects, Inc. of Natick, MA, was quoted
in the May 2004 issue of Child
magazine. The title of that article was "Smart
Advice for Home Buying and Refinancing
How to buy your dream house without breaking the bank."
and that article began on page 119. |
| May
2004 - FPA Member Cheryl A. Costa, Financial Advisor,
with Family Financial Architects, Inc. of Natick, MA, was quoted
in the May 2004 issue of Kiplingers
Personal Finance Magazine, page 70. The title of the
articles was "Smart Choices for Future Scholars".
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| April
12, 2004 - Debra Neiman, CFP®, with Neiman &
Associates Financial Services, LLC, was interviewed live on
CNNfn television to discuss the financial implications of gay
marriage with hosts Ken and Daria Dolan. |
| April
2004 - Bill Harris, CFP®, WH Cornerstone Investments
in Duxbury, is featured with his thoughts on achieving breakthroughs
by leveraging technology in Kip Gregory’s new book, Winning
Clients in a Wired World. |
| March
21, 2004 - FPA
Member Bill Driscoll was quoted on things to watch out
for when interviewing prospective advisors in the article "What
Can I Do Now" which appeared in the March 21, 2004 edition
of The Boston Globe and which was written by reporter,
Andrew Caffrey. In addition, his client was quoted explaining
how Bill gave him good advice on an old investment and didn't
try to churn it for new commissions. |
| March
16, 2004 - Nan Sabel was recently interviewed by Brad Foss
from the AP in a story titled "Baby Boomers Reassessing
Stock Market - Again". The story featured Nan and her client
with his picture, and was picked up by the AP wire on
March 16 through March 23rd, by over 50 papers including CBSnews.com,
Newsday.com, Yahoo!news.com, and newspapers from all over the
United States. Read more ... www.cbsnews.com/stories/2004/03/16/national/main606718.shtml |
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