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Financial Planners News

Retirees Have Lost 20%+ on Investments; Financial Planners Haven?t Helped
A Consumer Reports survey of 19,000 online subscribers finds retirees and pre-retirees have lost chunks of their nest eggs. Those who've used financial planners have fared no better than those who haven't.

Financial freeze stalls developers
Seattle planners are reviewing about 150 master-use permit applications that are large enough to require city design review, but many have little hope of getting funding.

Goals Laid Out for Financial Planning Coalition
The Certified Financial Planning Board of Standards (CFP Board), the Financial Planning Association (FPA) and the National Association Personal Financial Advisors (NAPFA) have come together to form the Financial Planning Coalition in order to represent the financial planning industry in Congress' efforts to reform the financial services industry.

FINANCIAL PLANNING
at the mention of the term financial planning. Many people go through their first financial plan only five years, and often two years, before retirement.

Getting your financial house in order for 2009
Another year means an opportunity to get organized, and what better way to do it than to start with the financial aspect. By learning from last year?s spending, one can learn what to do differently preparing for the upcoming tax season.

Financial planners say outlook mixed for 2009
YORK and#8212; While the consensus on Wall Street is that 2009 will be better than 2008, local bankers and financial advisors, though cautiously optimistic, say things still may get worse before they get better.

What you should know before hiring a financial adviser
At the most basic level, they help people create budgets, buy life insurance, get legal documents.

What you should know before hiring a financial adviser
Your retirement account is down 40 percent, your home value has plummeted and the economy has left you jittery about keeping your job. Amid all the negative news, where do you turn for help?

Investing Insights: More Investors Switch Financial Advisers


Financial Planning for New Year: 'Credit Card Debt Has to Go'
We are a week into 2009, and already it's been a roller coaster ride with the economy. We have little or no control over what's happening in Washington and on Wall Street. We do, however, have control over our own wallet.

Financial planners offer advice for new year
Last year was a tough one for investments. Many folks lost thousands out of their retirement accounts and would like to reevaluate their goals for the future.

Baby Boomers Who Planned for Retirement Suffered Worse Losses
Using financial pros gave retirement savers no edge

Excerpt: Is a financial adviser right for you?
A word here about financial advisers. The question is, "Are they worth it?" The answer, not surprisingly, is, "It depends."

Worst Small Towns To Own A Home
Homeowners in these 10 spots spend most on housing costs.

Tax Clients Need PFP Advice
The economic turmoil of the past year presents a unique opportunity for accountants to broaden their practices to include financial planning.

City Shows Support For McDonald House Plan
Planners have reported widespread community support for a proposed transitory home that would house families of locally hospitalized children.

Financial power list 2009
Last year?s Accountancy Age Financial Power List was somewhat overtaken by events, but our predicted biggest players over the year had some part to contribute.

Convention centers expand across the state
Midlands News Service KEARNEY - Not too long ago, Roger Jasnoch says, you could impress meeting and tradeshow planners with a few perks.

Mortgage interest not tax deductible, Supreme Court rules
The Supreme Court of Canada has ruled against a couple who arranged financial transactions in such a way that resulted in the interest payments on their home mortgage being tax deductible.

County planners prepping for land-use bills during upcoming legislative session
While Mountain Maryland officials expect a handful of land use-related bills to be drafted during the upcoming legislative session, at least one of them might receive a warm welcome from this part of the state.

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