The Financial Planning Association of Massachusetts
Gold Level Chapter
FPAMA Partners
Managers Investment Group LLC
Bentley College
Poli Mortgage Group
Charles Schwab
Thornburg Investments
TIAA-CREF
William Blair Funds
Chubb Personal Insurance
Virgin Money
FBR Funds
Forward Funds
Pimco Funds
Julius Baer
Lincoln Financial
Laserfiche
Pioneer Investments
First Call Mortgage Company, Inc.
MFS Investment Management
TD Ameritrade
US Wealth Management, LLC
 
         
               
    ARCHIVES 2005  
  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.  
     

 

 
July 2005 - Scott A Farber Esq., CPA, CFP® was quoted in the article Your Next Client May Be A Child by Gregory Bresiger in the July, 2005 issue of Financial Advisor
June 2005 - Scott A. Farber, Esq., CPA, CFP® was quoted in The Rush To Dynasty Trusts by Bruce W. Fraser in Financial Advisor’s June 2005 Issue.
June 2005 - Scott A. Farber, Esq., CPA, CFP® was quoted in Out of Reach - Self-settled asset protection trusts can safeguard assets from potential lawsuits. By David A. Twibell in Financial Planning
May 2005 - Scott A. Farber. Esq., CPA, CFP® was quoted in the article Income Planners Wager That Monte Carlo Testing Is A Safer Bet By Jim Connolly in National Underwriter Company’s Income Planning Online
May 23, 2005 - "Home Economics: Do You Cash Out?" - Nan Sabel, CFP® of Women's Financial Network, Bedford, MA, was quoted in the May 23, 2005 edition of the Christian Science Monitor.
May 5, 2005 - FPA Members Joining Marines - by Steve Wrightman, CFP®, Certified College Planner and NAPFA Registered Financial Advisor.
April 12, 2005 - Elliot Herman,CFP®, CPA, of PRW Associates, Inc. in Quincy, MA, was quoted in the April 2005 Forbes article Financial Planning: Should You Take A Buyout Package? by Scott Reeves.
March 21, 2005 - Mark Passacantando, MBA, managing member and founder of Westwood, MA-based Financial Planning Partners LLC was quoted in the Investment News article Boomers with advisers realistic about retirement by Charles Paikert.
April 2005 - FPA Member Cheryl A. Costa, Financial Advisor, with Family Financial Architects, Inc. of Natick, MA, was quoted in the April 2005 Issue of Kiplingers Personal Finance.
February 2005 - FPA Member Cheryl A. Costa, Financial Advisor, with Family Financial Architects, Inc. of Natick, MA, was quoted in the February 2005 Issue of Bay State Parent Magazine
January 9 2005 - FPA Member Cheryl A. Costa, Financial Advisor, with Family Financial Architects, Inc. of Natick, MA, was quoted in the January 9, 2005 The Boston Globe Money Makeover.

January 2005 - Partners in prosperity - Same-sex couples represent a major growth market for progressive-minded LTCI producers -Both Stuart H. Armstrong II ChFC, CLU was mentioned in this article by David Port, of Senior Market Advisor.

It’s no secret within the financial services and wealth management industries that the aging of the baby boomer generation will provide senior-oriented professionals with unprecedented opportunities to grow their businesses for years to come. Read more...

January 2005 - Patricia A. Konetzny, CFP® EA, from The Practical Planner
in Maynard, MA, was quoted in Kiplinger's January Issue - article Perfect Your Portfolio: Sometimes You Need a Complete Overhaul by Jeffrey R. Kosnet. Read this article.

Archives

Members in the News 2004  
Members in the News 2003  
Members in the News 2002  
Members in the News 2001  
 
 

©2008 Financial Planning Association™ of Massachusetts
Hosted by Ashdown Technologies, Inc.