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To take a phrase commonly used in general aviation, "flying blind" is not a good thing. With storm clouds all around and visibility severely limited, qualified pilots have to rely on a combination of instrument flight rules and the air traffic control system to safely arrive at their destination. In many respects, estate planning is similar to flying, as the goal of estate planning is to transport your client from one point to another safely and securely without experiencing any major financial problems. Successfully accomplishing this goal requires a formal plan and proper decision-making by the client.
June 15 -
Retirees will need far more money to cover their health care expenses than previously estimated, according to a new study.
June 11 -
BNA Software and Scivantages Financial Guidance division have released BNA Wealth Manager, a wealth management software product designed for use by CPAs.
June 11 -
Treasury Secretary Timothy Geithner described a series of reforms that the Obama administration wants to make to executive compensation practices, including support for say-on-pay legislation that would give investors more input into executive pay packages at public companies.
June 10 -
The recession has not prompted many people to change their behavior and start saving more for retirement, according to a new survey by Charles Schwab.
June 5 -
According to Leon LaBrecque, founder and managing partner of LJPR, LLC, a firm handling more than $300 million in assets, Engineers who are frozen regarding their finances need to know that the financial planning process, at its core, is identical to the five steps they use for their Engineering Design Process. Once they understand this, they are on their way to building their ideal retirement plan.
June 4 -
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There are some classes of software that simply don't change much from year to year, and retirement planning software is one of them."
June 1 -
It has been said repeatedly that the one aspect most investors can really count on is that markets are cyclical.
May 28
