Financial planners help readers make cash last (Dallas Morning News)



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Financial planners help readers make cash last (Dallas Morning News)

Money market Financial institutions can use short-term savings to lend out in the form of short-term loans: Credit on open account Bank overdraft Short-term loans Bills of exchange Factoring of debtors

Financial planners help readers make cash last (Dallas Morning News)

How to not outlive their money and how to find a financial planner were some of the most common concerns of readers who contacted certified financial planners Sunday during a live Web chat and hotline hosted by the Financial Planning Association and The Dallas Morning News.

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CFP Board Appoints Exam Director (SmartPros Accounting)

Oct. 11, 2007 The Certified Financial Planner Board of Standards, the professional regulatory body for those holding CFP certification, has named Carol Lee Roberts to the position of managing director of examinations and education, effective Nov. 5.

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Go Red for Women Campaign Brings Crowd (WSAZ NewsChannel 3 West Virginia)

Women of all ages colored the Charleston Cultural Center to not only help fight heart disease, but prevent it.

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CFP Board Names Carol Lee Roberts, CFP(R) as Managing Director of Examinations and Education (Business Wire via Yahoo! Finance)

WASHINGTON----Certified Financial Planner Board of Standards, Inc. , the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER certification, has announced that it has named Carol Lee Roberts, CFP® to the position of Managing Director of Examinations and Education, effective November 5.

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Navigating the retirement TRANSITION (Spokane Journal of Business)

For seniors who can see retirement looming on the horizon or who have retired recently, a careful inspection of retirement plans and last-minute fine tuning are critical to ensuring a smooth transition into the twilight years, financial planners here say.

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Every school every Thursday -- Des Moines West (The Altoona Herald-Mitchellville Index)

Fifth-grade students are using planners this year. They were told by teachers Sarah Grady and Makenzie Johnson that planners will help them keep track of their assignments. Teachers explained how they will use planners throughout their lives to keep track of important things.

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Buyouts on the upswing (Akron Beacon Journal)

DALLAS: In the lean, mean environment that companies are operating in today, they don't think twice about shedding staff if it will fatten their bottom line. But instead of using harsh methods, such as layoffs, some companies will take the more innocuous approach of offering a buyout package. Southwest Airlines Co., for example, offered buyouts to about 8,500 eligible employees in July in hopes ...

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Look closely at buyout deal before you leap (The Columbus Dispatch)

DALLAS -- In the lean, mean environment that companies are operating in today, they don't think twice about shedding staff if it will fatten their bottom line.

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Scott Irwin: Reallocate funds or risk getting burned close to retirement (The Shreveport Times)

The old rule of thumb is that you take the number 100 and subtract your age. The remainder is an approximate percentage you should have invested in equities. The point being, as we get older, it is prudent to move some money out of higher risk assets into fixed income.

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Will rate cut be good for the U.S.? (Portsmouth Herald)

The recent half point interest rate cut by the Federal Open Market Committee came as a surprise to most market watchers.

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Financial planners help readers make cash last (Dallas Morning News)

Identification of required expenditure of a public sector entity Source(s) of that entity's revenue The budgeting process Debt issuance (municipal bonds) for public works projects

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