Review your primary and contingent beneficiary designations as well and seek the advice of an attorney if you have not coordinated your estate planning ... irs-pdf/p969.pdf. Until next time, “Be proactive, not reactive and make the best of your financial.
Keeping documents or copies off site is one solution, but anything in your safe deposit box or lawyer’s office could be compromised by the same disaster that wrecks your home, says financial planner ... with your estate planning documents.
Radon Stancil, a Certified Financial Planner at Diversified Estate Services in Raleigh ... director of the personal financial planning program at Georgia State University’s Robinson College of Business. “Demographically 12 out of 13 widowed people.
She is collateral damage from policies embraced by politicians since Expo ’86 — the selling of Vancouver as a green, safe real estate investment for global ... academics and urban planners since just a few years after I arrived in the city in 1991.
NEW JERSEY – AKRF, Inc., a leading environmental, planning and consulting ... projects to maximize financial, environmental and community benefits,” Ritchie said. “The New Jersey Developers’ Green Infrastructure Guide provides developers access.
FP Solutions Advanced creates detailed income projections, advanced net worth cash flow projections, includes a planning assistant and allows planners to show how plan changes affect a client’s financial position. FP Solutions Business covers estate.
Unlike other professions that require a degree, financial advisers don’t have to earn one. So look for certifications such as certified financial planner ... such as planning for retirement, investing, taxes, insurance, estate planning or business.
BUSINESS WIRE)--Award-winning financial services firm Pickler Wealth Advisors (PWA ... the full spectrum of financial planning services, including portfolio management, strategic asset allocation, income strategies, estate management, tax planning.
“Mr. Saade works with a savvy team of knowledgeable professionals to help wealthy multi-generational families manage their financial lives.” Theodore E. Saade, CFP®, AIF®, CMFC, is a Senior Partner with Signature Estate & Investment.
A real estate agent ... Word 2013 to create a custom PDF template as well. For graphics heavy templates, I prefer PowerPoint over Word for three reasons. Apart from converting the slide into a PDF template, I can review my planner as a slideshow.