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  • Financial advice for young grads
    The Seattle Times
    Financial planners say there are steps young adults can take to minimize the disadvantages of starting out in the heart of a recession. By Sanjay Bhatt In "The Recession Generation," The Seattle Times explores the experiences of young people who ...


  • Sydney Morning Herald


  • Business Today


  • Financial plan is a guided missile
    Indian Express
    One day, one of our planners came up and said that she was upset that her client's goal milestone was not met at the time of reviewing the plan. She started questioning the process of planning and our claim that getting a financial plan done will ...


  • RICK KAHLER: A few suggestions before setting up a financial trust
    Rapid City Journal
    Trusts are effective financial planning tools based on a structure that is simpler than it may seem. The creator of the trust contributes something of value into the trust and creates instructions as to how it will be managed and eventually disbursed.


  • Working hard to live within her means
    The Seattle Times
    A single mom who makes a living helping others gets some much-needed help from a financial planner who takes aim at her debt and attitude toward money. By Suzanne Monson Shelley Dooley, who works in social services, enjoys going to her son's Little ...


  • No easy fix to withdrawal rates in retirement
    InvestmentNews
    Introduced by noted financial planner Bill Bengen almost 20 years ago, this percentage has long been considered safe. More recent recommendations range anywhere from 7% (The Retirement Management Journal) to 1.8% (Journal of Financial Planning ...


  • Forbes


  • Financial Planning Association's National Capital Chapter to Host "Helping ...
    MarketWatch (press release)
    HERNDON, Va., May 17, 2012 /PRNewswire via COMTEX/ -- The Financial Planning Association of the National Capital Area (FPA NCA) will stage its day-long Spring Symposium for financial planners and advisors, "Helping Clients Make the Best Choices in ...

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  • Taking care of aging parents
    Boston.com
    “The fact that parents are living longer makes it more and more likely that children are going to have to have some presence,'' said Bob Mauterstock of Brewster, a retired financial adviser who has written a book about planning for the care of aging ...

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