Fee-only financial planners also cite their ability to offer advice unrelated to commissions they might receive for doing so. "Our approach is not automatically a product solution," said Peg Downey, a Silver Spring, Md., planner and chairman of the.
“They have no idea how much money comes in, how much goes out. All they know is that there is no money left at the end of the year,” said Peg Downey, a financial planner with Money Plans in Silver Spring, Md. Part of the problem is the growing use of.
And it doesn’t just go up 10 cents. It goes up 30 bucks. It’s really difficult.” Peg Downey, a 68-year-old retired financial planner, said the small inflation adjustment could mean that some seniors might have to do some more belt-tightening.
When it comes to planning for the future, Lynch's instincts are right on the money, said Peg Downey, a fee-only certified financial planner with Money Plans Inc. in Silver Spring, Md. Yet before he embarks on an ambitious financial plan, he needs to step.
We have had a good handful of clients where the wife has called up separately and said, `I want you to tell my husband that he can't retire,' " says Peg Downey, a financial planner in Silver Spring, Md. Too often, spouses don't discuss their retirement.
In Vigo County, outside of the city of Terre Haute, it is also necessary to obtain a “mining overlay,” something ultimately granted by the County Commissioners after review by the county's Area Plan Commission, said Ryan Wickens, general planner for.
PLANT CITY — A Plant City insurance agent and financial advisor will serve at least 21 months in prison on a charge she defrauded elderly clients of $200,000, officials say. Paula Kampf Albertson, 53, made her own family the beneficiaries of her.
She's debating whether to pay for it in full or pay the mortgage monthly to get the tax benefits ... in the long term while keeping the deduction for a little while. Peg Downey, a financial planner in Silver Spring: While her taxes with both a mortgage.
Denise Leish and Peg Downey, certified financial planners and partners in the firm Money Plans in Silver Spring, Md., also weighed in. They pointed out that as a federal government employee, Dickinson is in pretty good shape. "Tom will earn a generous.
Ballentine advised the executive to have a back-up. Peg Downey, a certified financial planner of Silver Spring, Md., helped her reservist clients get their affairs in order and suggested a power of attorney. But F. Daniel Bell of Raleigh, N.C., an attorney.
Peg Downey, a nationally known financial planner from Chevy Chase, Md., and two colleagues are starting to train financial advisers on how to better communicate and serve women clients. Finances should be a women's issue. On average women earn less than.
“I find women are more comfortable with a large emergency fund,” says Peg Downey , a fee-only financial planner and co-founder of Directions for Women, a financial advisory firm based in McLean, Va. The size of your emergency savings should be relative.
Financial planners say clients often have the same questions ... someone dependent on your income or you want the proceeds to pay your estate taxes, said Peg Downey, a certified financial planner with Money Plans in Silver Spring, Md.
“The millennium generation isn't interested in moving out to the FishHawks and Brandons,” said Stephen Griffin, a planner with the Hillsborough City County Planning Commission. “They want to be closer to work.” The IRS numbers break down Tampa-area .