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Articles 1-64 out of 64 article(s) Title Author Type Date Words When a client leaves or loses a job: these 10 planning considerations can help clients manage finances through periods of unemployment. Aloi, Michael J. Feb 1, 2012 2574 The team you need for your year-end financial checkup: here's how to assemble a group of professionals to give you expert advice. Thomas, Karen Dec 1, 2011 1366 Personal financial planning: strategies for the social security safety net. Sarenski, Theodore J. Dec 1, 2011 1734 Ponzi-scheme losses: indirect investor and state tax issues: IRS guidance provides little tax benefit for thefts that hit retirement funds. Nichols, Nancy B.; VanDenburgh, William M.; Betancourt, Luis Feb 1, 2011 3978 Owners often make the call: some decisions have no clear answer. Nellis, Jim Jul 1, 2010 697 Drafting a financial plan: Dion and Sherrunda Adkins aim to build a solid future for their family. Nance-Nash, Sheryl Apr 1, 2010 1038 Can you meet the 'lockbox' challenge? Sedoric, Tom Jan 15, 2010 808 An affordable proposal for guardianship: the special needs tax credit bill. Vogel, Jaret L. Nov 1, 2009 1073 Money-smart marriages: use individual goals as a foundation for healthy financial planning. Stuberg, Robert Viewpoint essay Sep 1, 2009 1259 Protecting assets for longer life is even more critical today. Johnson, Robby Sep 1, 2009 1340 Planting the seed: when successful businesses teach others how to compete in the marketplace, everybody wins. Anderson, Amy Feb 1, 2009 2067 Now what? Stop living the recession and choose a wealth mindset. Robbins, Mel Feb 1, 2009 1179 Social Security for two: CPA personal financial advisers should run the numbers on Social Security, and for their married clients, that goes double. Thomas, Francis C. Jan 1, 2009 2932 Public stewardship: building a long-term funding policy for infrastructure maintenance. Miller, Marilyn; Browne, Margaret Dec 1, 2008 2254 A capital opportunity: options are plentiful to manage and grow wealth in Utah. Brief article Oct 1, 2008 83 Retirement planning, OTC drugs, career fairs. Stone, Angela Jun 1, 2008 1115 Securing your family's financial future. Gruszkos, Joanne M. Nov 1, 2007 1354 New research provides a snapshot of parents with children who have special needs: 'you get the best information from other parents'. Tillisch, Deanna Nov 1, 2007 1443 Choose the right health care account: stay well - and well-financed - with an array of savings options. Siegel, Bart H. Mar 1, 2007 2476 Are you ready to start taking care of your parents? Toye, James Column Jan 5, 2007 757 Sell financial products wisely: manage your risk in this new niche. Mendlowitz, Edward Jan 1, 2007 3285 Family Ties: succession planning for family businesses is a balancing act of family relationships and savvy financial planning. Mirel, Diana Sep 1, 2006 1798 The future of fundraising: looking ahead with scenario planning for your organization. Warwick, Mal Jun 15, 2006 1503 Institute urges government to revive mandatory OFR. Brief article May 1, 2006 162 FEE shares its vision for unification of standards. Brief article May 1, 2006 138 Fiduciary responsibility and opportunity. Gray, Robert L. Apr 1, 2006 1571 Lean management: the term is usually applied to the production line, but the finance function would benefit from getting a bit leaner, too. Coote, Peter; Gould, Stathis Mar 1, 2006 1945 Build customized bond portfolios: take your registered investment advisory practice to the next level. Zimmerman, Stuart Apr 1, 2005 2752 Marketing ElderCare/PrimePlus services. Wright, Debra Apr 1, 2005 1104 In support of CPA financial planners: the AICPA applauds CPAs' professional and volunteer efforts in their communities. Melancon, Barry C. Feb 1, 2005 1579 Coming back from the brink. Aronfeld, Spencer Jan 1, 2005 1219 Financial resolutions for the New Year. Leckey, Andrew Jan 1, 2005 696 Honesty is best policy when dealing with financial adviser. Leckey, Andrew Sep 22, 2004 858 Managing the capital planning cycle: best practice examples of effective capital program management. Westerman, Nicole Jun 1, 2004 3632 Personal finance for executives: typically, the needs are the same for all investment customers. It is simply the scale of available resources that differs. Bonham, Nicole A. Apr 1, 2004 1787 The rich truly are different: very wealthy clients have special goals and objectives. Harrington, Cynthia Apr 1, 2004 3451 Starting over: CPAs can use well-honed skills to help divorcing individuals begin a new chapter on sound financial terms. Burrage, Thomas F. Oct 1, 2003 3910 Aligning strategy with finance: by linking long-term financial planning with strategic planning, governments can increase the likelihood that annual spending plans will accurately reflect organizational mission and values. Oct 1, 2003 945 Taxation of older adults. Schulman, Michael David Jul 1, 2003 1795 Marketing confessions of a financial advisor. Clingan, Eldon R. Jul 1, 2002 1774 The link between valuations and due diligence. Gillman, Luis Frederick May 1, 2002 7035 Salting away pay raises before they can be seen--and spent. (HR update). Brief Article Apr 1, 2002 359 Pass the baton without missing a beat: a succession plan minimizes disruption when a senior partner bows out. Balhoff, William E. Mar 1, 2002 3346 Prepaid tuition - a new estate and gift tax strategy. (Estates, Trusts & Gifts). Koppel, Michael D. Dec 1, 2001 374 Rating your fiscal fitness. (Finance). Dec 1, 2001 1108 Reassessing in the wake of terrorism. (Personal Finances). Brief Article Dec 1, 2001 643 Decisive action. Lefley, Frank Oct 1, 2001 2632 Biggest barriers to effective special needs planning: Part 7 in a series of articles. (Special Advertising Section). Harmon, Dave Aug 1, 2001 1486 Counseling older clients. Hibschweiler, Arlene Apr 1, 2001 4776 A COMPARATIVE ANALYSIS OF THE BUDGET-RELATED ACTIVITIES USED IN THE EVALUATION OF CLINICAL NURSE MANAGERS, CLINICAL SUPERVISORS AND NURSE EXECUTIVES. Carruth, Ann K. Statistical Data Included Jan 1, 2001 5777 One more time ... should small companies attempt strategic planning? Sandberg, William R.; Robinson, Richard; Pearce, John A., II Jan 1, 2001 2495 Who Really Wants to Be a MILLIONAIRE? MARKELS, JAMES N.; SLIVINSKI, STEPHEN A. Nov 1, 2000 1834 HOW ASSET ALLOCATION PAYS. Day, Daniel M. Sep 1, 2000 471 MANAGING FINANCIAL PLANNING RISKS. DODSWORTH, JOHN A. Aug 1, 2000 2319 Participant Statements: Make the Most of a Teaching Opportunity. Brief Article May 1, 2000 244 PFP developments and tools. Phelan, Sarah Jan 1, 2000 1096 Sacrifice now, benefit later. Brown, Carmen L. Brief Article Dec 1, 1999 707 Dollars to Donations. Pellet, Jennifer Oct 1, 1999 1235 Winning over Mrs. Fisher. Curtis, Carol E. Jul 1, 1999 4559 Talking to your PFP client checklist. Feb 1, 1996 236 Once again, don't believe everything you hear. Weinstein, Steven B. Mar 1, 1995 1218 Choosing the REIT stuff: here's how to find opportunity in a down market. Bergsman, Steve Feb 1, 1995 810 Starting fresh in 94: what you need to know before making any career, financial and business moves this year. Cover Story Jan 1, 1994 2904 Long-term catastrophic care: a financial planning perspective. Bacon, Peter W.; Gitman, Lawrence J.; Ahmad, Khurshid; Ainina, M. Fall Mar 1, 1989 2885