What's new at Family Tax PlanningPlanning Your Financial Future
Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress... (read more)
Senior Life Settlement-Uses and Applications
In a recent article in the National Underwriter (April, 2005) a Senior Life Settlement is depicted as an ingenious financial planning option available to consumers by providing access to secondary life insurance market through life insurance valuation... (read more)
Its High Time for Lifetime Savings Accounts
I'm constantly reading articles on the internet and in financial magazines in which so-called financial planning experts express perplexity as to why about 30% of employees do not... (read more)
Publicity: Show a Reporter You Care by Inviting Them to Fact-Check
Just like a financial planning client fears not having enough money for retirement, reporters fear getting their facts wrong in print.Inaccuracy isn't tolerated in newspapers or magazines... (read more)
The Dreaded Direct Question
(Please have a glass of water within reach before reading this article.)Your personal financial planning is the topic of discussion here today, but not quite yet. First I would like to bring your attention to the issue of bragging... (read more)
Defining Moment
Do you know your audiences? I mean really know them. I?e just been working on a project for a client to help him position his financial planning business and to determine who his key audiences are... (read more)
Financial Planners, Make Sure Reporters Comprehend Your Topic
Don't assume that a reporter understands financial planning. If anything, assume the opposite until proven wrong. See if you can't develop a couple of questions for the reporter that delicately explore their subject-matter knowledge... (read more)
Tips for Financial Planning
The following tips will help get you in gear to start your financial planning. Once you have made financial planning part of your routine, it won? seem so difficult. But getting your financial planning started can be the most difficult thing... (read more)
Optimizing Your Dead Links!
I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
What is Life Insurance?
Life Insurance is an insurance policy that provides an agreed amount of cover over an agreed term, so that should you die during the policy term, a lump sum is paid out. Life insurance is considered as the cornerstone of financial planning... (read more)
Why You Must Have More Than One Niche Sites
Have you heard of diversifying your investment portofilio?No? Well, it's extremely famous in financial planning... (read more)
Financial Planner: Essential Funds
Setting goals for retirement initializes the need for financial planning for most adults. However, retirement is not the only reason you need to set aside funds for the future... (read more)
Affording a Home
Can you really afford a house? If so, how much house can you afford? To determine this answer will take serious financial planning, and the best time to start is at least six months before buying the home... (read more)
Why do Some People Rake in the Dough while Others Spin Their Wheels to No Avail?
Here? the truth: I have read hundreds and hundreds of books about personal finances, from the conventional world of financial planning, to the trendy how-to-get-rich programs to the New Age gurus of money... (read more)
A Marketing Plan Minus Fanfare? What a Concept!
If you are now or ever have been part of a large company or corporation, you are familiar with planning exercises?usiness planning, financial planning, marketing planning, all sorts of planning... (read more)
Protecting Your Expatriate Family
If you and your family relocate overseas, one of your first priorities from a financial planning point of view may very well be establishing health care... (read more)
Optimizing Your Dead Links
I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
Marketing-Minded Financial Planners Piggyback on Topic A to Get Free Publicity
That big story the media pursue each day is what I call Topic A. And even if it doesn't seem to have anything to do with financial planning, it often lead to huge media visibility for you... (read more)
Its High Time for Lifetime Savings Accounts
I'm constantly reading articles on the internet and in financial magazines in which so-called financial planning experts express perplexity as to why about 30% of employees do not participate in their employers?401(k) plans... (read more)
What the Tax Software Companies Dont Want You to Know
Haven? done your taxes yet? No problem. Now there is a new way you can use top tax software programs, like TurboTax and H&R Block, to get your taxes done quickly and easily. And the best part is it won? cost you a thing... (read more)
Stop Planning for Future Retirement, Live Today In Style
For the past 85 years, the financial services industry - banks, financial planning, insurance and stock brokerages have experienced double digit growth by cajoling frightening individuals by the prospects of poverty and lack during retirement... (read more)
Investing and Financial Planning
What exactly is financial planning, and why is it so important? Financial planning is the process of determining how to manage money, investing, present and future financial goals, and... (read more)
Publicity and Marketing Magic For Financial Planners: The Four Mores
Publicity will take your financial planning practice, your business, and your life to the next level. It? going to bring you: more recognition more credibility more value to the marketplace more business It? obvious that getting more publicity... (read more)
Publicity: The Right Way for Marketing-Minded Financial Planners to Follow Up with a Reporter
Let's say you've called a reporter with some ideas for stories about financial planning, and they seemed interested. Congratulations! First, pat yourself on the back. It takes intelligence and gumption to come up with ideas that reporters like... (read more)
What Do You Really Want?
Being a coach is such a rewarding profession. The enormous impact you have on other people's lives always astounds me.Let me share with you John's story?ohn is a partner in a financial planning practice... (read more)
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