Financial Planning

Fritz Meyer And Bob Keebler Post-Election Guidance To Advisors

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by agluck     November 10, 2016      0.0 (0) Fritz Meyer and Bob Keebler delivered a post-election analysis at a hastily-scheduled webinar on Advisors4Advisors the day after the election of Donald J. Trump as the next U.S. President. Keebler, a CPA who has educated legal and accounting professionals for three decades, opens this timely webinar by speaking about the expected direction of

Goal Or Financial Decision?

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by SherylCPA     September 02, 2014      0.0 (0) I've been asked some puzzling questions during my career. Most of these fall into a category that I call "goal or financial decision." Once, when I volunteered for a financial planning hotline, I was asked if it was better financially to buy a house or have a baby! I was flabbergasted. My inner voice wanted to answer, "If yo

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Protecting The Innocent

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by SherylCPA     June 29, 2014      0.0 (0) I've written about the "evils of annuities" before. What is amazing to me is that annuity-pushers are still ripping people off and getting away with it! Here's a case in point. A friend of mine emailed me that her parents were talked into buying an annuity. They were invited to a "free" steak dinner by a "financial plan

How To Use Behavioral Finance Techniques To Generate “Advisor Alpha” In Financial Planning Relationships

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by agluck     April 12, 2014      0.0 (0) Scott Burns and Uri Pomerantz, who have designed an app to help financial advice professionals capture the three-percentage points of return annually squandered by consumers on common behavioral finance mistakes, spoke yesterday at an A4A continuing professional education webinar entitled, Applying Behavioral Finance Research To Mass-Affluent Fina

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Beware Elder Fraud!

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by SherylCPA     March 02, 2014      0.0 (0) It might seem trite to bring up "elder fraud" again. Trite as it might seem, it is real and happening NOW! A good friend called me last week, upset after finding out about her parents' experience. It went like this:

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