Personal Financal Planning Everyone Can Use
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How Should Advisors Dress to Impress Clients?

How Should Advisors Dress to Impress Clients? | Personal Financal Planning Everyone Can Use | Scoop.it

Discovered that I was recently quoted in "Financial Planning" Magazine.  First time I was quoted in a professional publication...hopefully not the last.

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IRS raises 401(k) contribution limit to $17,500

IRS raises 401(k) contribution limit to $17,500 | Personal Financal Planning Everyone Can Use | Scoop.it

Important, albeit minor, adjustment to contribution limits for 2013. Employees can contribute an additional $500 to their retirement plan next year.

 

Its never too late to start saving for tomorrow!

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The Toll Long Hours And Little Sleep Takes On Your Waistline

This is all very true.  People need to remember that THEY are their prime wealth generator and if you readline an engine for too long, eventually it burns out.  There is an important balance between hard work and health that ultimately will allow you to maximize your true production capacity and potential.  

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Cybercrooks Fool Financial Advisers to Steal from Clients

Cybercrooks Fool Financial Advisers to Steal from Clients | Personal Financal Planning Everyone Can Use | Scoop.it

Thiefs are getting more sophisticated each day.  Advisers need to be extra dilligent to protect their clients hard earned money.

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Savvy Year-End Tax Moves

Savvy Year-End Tax Moves | Personal Financal Planning Everyone Can Use | Scoop.it

No one really knows what will happen to Tax Policy in 2013, but there are still some things you can do before the end of the year to help keep the taxman at bay.

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Philadelphia Financial Planning Day

Philadelphia Financial Planning Day | Personal Financal Planning Everyone Can Use | Scoop.it

Excited to be taking part in an important event like this.  Looking forward to working alongside others to try and help people start thinking about personal financial planning.

 

Philadelphia Financial Planning Day

Tuesday, October 9, 2012

3:30 pm - 8:00 pm
Community College of Philadelphia

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Bond Duration and Convexity: Practical Application - TheStreet

A concise and easy to understand explanation of important aspects that effect your fixed income investments.

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25 MORE Ways to Waste Your Money - Kiplinger

25 MORE Ways to Waste Your Money - Kiplinger | Personal Financal Planning Everyone Can Use | Scoop.it

Via Charles Chua C K
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