findyourindependentadvisor.com
Find a Local Advisor
http://www.findyourindependentadvisor.com//FindAdvisor
INDEPENDENT ADVISOR LEARNING CENTER. Choosing the Right Advisor. Find a local advisor. Choosing the Right Advisor. Find A Local Advisor. The IARD/CRD# is used by the Securities and Exchange Commission to provide background information on a firm. Click here. To research a firm. Terms and Conditions ×. By clicking I Agree below, you agree that you:. Understand the purpose and limitations of the Directory. Acknowledge that Schwab is not referring you to an RIA and is not endorsing or recommending any RIA.
financialplanningmtrs.com
Financial Planning Matters
http://www.financialplanningmtrs.com/value.php
191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. The FPM Value Difference. Clients seeking financial advice have many alternatives from which to choose. FPM is interested in serving clients who find the following combination. FPM receives no commissions or referral fees and has no products to sell. We assess each situation and provide fee-only advice that is solely based on the needs of each client. Focus on the needs of retirees and those planning for retirement.
financialplanningmtrs.com
Financial Planning Matters
http://www.financialplanningmtrs.com/client-services.php
191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Even in normal economic times, each transition to a new stage in life carries with it financial implications along with the new roles and responsibilities. Common planning opportunities include:. 1 Newly Married /Parents of Young Children. Budgeting and debt management. Savings strategies, including college planning. Making initial insurance decisions-life, disability. 2 Middle Age and Later Adulthood. Funding decisions for college. 6 How We Ca...
financialplanningmtrs.com
Financial Planning Matters
http://www.financialplanningmtrs.com/who-we-are.php
191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Joseph Goodman, CFP , CPA. Company President Joseph L. Goodman founded Financial Planning Matters to offer an independent perspective for individuals and small businesses. Planning for the financial challenges of today's economic environment. Joe's commitment to excellence and financial management services. As well as his interest in the needs of seniors and other individuals facing life transitions, is reflected in his credentials and education.
financialplanningmtrs.com
Financial Planning Matters
http://www.financialplanningmtrs.com/index.php
191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Retirement Planning in Uncertain Times. It is always a good time to take stock of your current financial situation and readiness to meet your retirement needs and other financial goals. Are you on track for a comfortable retirement? Is early retirement a possibility? Can you afford to retire at all? Do you have questions about the best time to take Social Security Benefits? Are you confused by your health care choices? Let Financial Planning Ma...
deerfieldfa.com
Disclosure | Deerfield Financial Advisors Inc.
http://www.deerfieldfa.com/disclosure
Deerfield Financial Advisors, Inc. ("Deerfield") is an SEC registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Deerfield maintains clients. Deerfield may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Deerfield's web site is limited ...
simmerfinancial.com
Links
http://www.simmerfinancial.com/id15.html
Simmer Financial Planning, LLC. NAPFA – The National Association of Personal Financial Advisors. Http:/ www.napfa.org/. Http:/ www.focusonfiduciary.com/. FPA - The Financial Planning Association. Http:/ www.fpanet.org/. DFI - Washington State Department of Financial Institutions. Http:/ www.dfi.wa.gov/. Certified Financial Planner Board of Standards. Http:/ www.cfp.net/learn/. Simmer Financial Planning, LLC. Simmer Financial Planning, LLC. Is a registered investment adviser in the State of Washington.
jillonmoney.com
Jill On Money | #230 Celebrating Social Security’s 80th Birthday - Jill On Money
http://www.jillonmoney.com/230-celebrating-social-securitys-80th-birthday
230 Celebrating Social Security’s 80th Birthday. Nationally recognized expert in Social Security Mary Beth Franklin. Joins the show to celebrate the 80. Birthday of Social Security. Mary Beth is a contributing editor at InvestmentNews and writes regularly about the latest research and thought leadership on retirement income planning. You can follow her on Twitter here. Download the podcast on. Download the podcast on feedburner. Download this week’s show ( MP3. Increase SS Full Retirement Age. Wonders ho...
jillonmoney.com
Jill On Money |
http://www.jillonmoney.com/blog
286: “Equity” and Women on Wall Street. It’s official: “Equity” is a now my new favorite movie about Wall Street. Sure, “Trading Places” was a classic, but there has never been a film about Wall Street where not only are women the main characters, but they also populate every role behind the camera. Guest Alysia Reiner (she plays Fig on “Orange is the New Black” and starred. Posted by Jill Schlesinger. Why You Should Work Longer. Posted by Jill Schlesinger. Posted by Jill Schlesinger. Inspired by her own...
jillonmoney.com
Jill On Money | #231 Retirement in August - Jill On Money
http://www.jillonmoney.com/231-retirement-in-august
231 Retirement in August. It’s hot across much of the country, but we cool down with dreams of retirement. Whether you are thinking about early retirement, tinkering with your asset allocation, considering an annuity, weighing lump sum or stream of income or just starting out, this is the show for you! Download the podcast on. Download the podcast on feedburner. Download this week’s show ( MP3. Thanks to everyone who participated this week, especially Mark. Send an email: askjill@jillonmoney.com. Nationa...
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