Advisers weigh in: Financial planning during and after a pandemic

Leading financial advisers weigh in on some of the issues their high-net-worth clients are concerned about, and offered advice for readers in various stages of the retirement and estate planning process......»»

Category: topSource: bizjournalsMay 25th, 2020

How to pay for college during a pandemic

Will colleges reopen campuses? Should you still fund a 529 plan? The covid-19 pandemic has made financial planning for higher education even harder......»»

Category: topSource: washpostMay 17th, 2020

Op-Ed: It"s not time to panic, it"s time to plan your finances during coronavirus pandemic

Proactive planning can aid you in achieving short- and long-term financial needs and goals, especially in times of hardship like the current coronavirus pandemic......»»

Category: realestateSource: cnbcApr 30th, 2020

CSX pulls financial forecasts as profit and U.S. railroad volumes fall

U.S. railroad operator CSX Corp on Wednesday withdrew its financial forecasts and said it was evaluating future spending as business shutdowns triggered by the COVID-19 pandemic weigh on the U.S. economy......»»

Category: topSource: reutersApr 22nd, 2020

CSX profit falls as coal, automotive declines weigh on results

U.S. railroad operator CSX Corp on Wednesday withdrew its financial forecasts and said it was evaluating future spending as business shutdowns because of the COVID-19 pandemic weigh on the U.S. economy......»»

Category: topSource: reutersApr 22nd, 2020

Current Financial Planning Opportunities

While the Coronavirus pandemic has brought its share of fear a.....»»

Category: blogSource: valuewalkApr 15th, 2020

The "tire kickers" are gone: Metro Atlanta realtors, homebuilders brace for tough financial months

A recent national report found metro Atlanta could stave off a severe housing market downturn compared to other parts of the country during the coronavirus pandemic. But that doesn't mean it will be easy......»»

Category: topSource: bizjournalsApr 7th, 2020

Financial Advisors Find Silver Lining In Gilead Sciences, Moderna Amid Coronavirus Worries

Last week, US stocks dropped firmly and settled in the connection territory as threat from the coronavirus pandemic wreaked havoc among investo.....»»

Category: topSource: insidermonkeyMar 4th, 2020

Fintech poised for growth in financial planning, serving SMBs, capital markets tech

Industry leaders in metro Atlanta shared their perspective on the big takeaway of 2019, what's ahead in 2020 and which sectors are most poised to grow......»»

Category: topSource: bizjournalsFeb 16th, 2020

Estate planning in Tennessee: Could you benefit from a community property trust?

In our 35 years of practice as financial planners and investment advisors, we have observed a few universal truths. Consistently topping that list is the fact that clients prefer to reduce taxes. This should come as no surprise; our country was founded .....»»

Category: topSource: bizjournalsSep 4th, 2019

THE LIST: Charlotte"s largest financial-planning, wealth-management firms

This week’s Charlotte Business Journal lists Charlotte’s financial-planning firms, ranked by number of Certified Financial Planners. Wells Fargo Advisors PCG tops the list with 34 Certified Financial Planners in its Charlotte-area offices, followe.....»»

Category: topSource: bizjournalsApr 26th, 2019

This is the top issue keeping you from inheriting a windfall

Prickly family dynamics are getting in the way of your inheritance. Close to 80 percent of financial advisors polled by Key Private Bank said the biggest estate planning challenge is navigating your relationships with your relatives......»»

Category: topSource: moneycentralMar 18th, 2019

How are tax reforms impacting Nashville businesses? Financial pros weigh in

As part of our new special report on wealth and investing, out in this week's edition of the Nashville Business Journal, we asked financial planning executives, ".....»»

Category: topSource: bizjournalsOct 5th, 2018

Personalities of Pittsburgh: Bob Fragasso, Fragasso Financial Advisors

Bob Fragasso, who has been a financial planner for nearly five decades, founded Fragasso Financial Advisors, a fee-based investment management and financial planning firm based downtown, in 1972. He is a tireless and ubiquitous presence in Pittsb.....»»

Category: topSource: bizjournalsDec 9th, 2018

What"s The Next Technological Leap For Financial Advisors?

The Fintech Focus podcast is taking another look at the changing world of financial planning this week, and how technology is redefining the way advisors work with their clients. read more.....»»

Category: blogSource: benzingaDec 26th, 2018

Hanson McClain changes name to Allworth to go nationwide

Sacramento retirement planning firm Hanson McClain Advisors is changing its name to Allworth Financial this spring as it seeks to create a nationwide brand. The company went through a few months of brand consulting with Sequel Studio in New York .....»»

Category: topSource: bizjournalsFeb 6th, 2019

Mercer Advisors CEO hopes to create the "Mayo Clinic" of wealth management

Mercer Advisors aspires to bring the center's integrated level of care to financial planning......»»

Category: topSource: bizjournalsFeb 7th, 2019

2019 Insights into Women in Finance

Q: What are some of the special considerations for women when it comes to planning their financial futures? Tracy Bell (Executive Vice President and Director of Equity Strategies, IBERIA Wealth Advisors): There are many, and they can compound on each ot.....»»

Category: topSource: bizjournalsFeb 28th, 2019

CPS leaves options open as financial uncertainty looms

The board of trustees for CPS Energy gave CEO Paula Gold-Williams approval Wednesday to enter into over $1 billion in debt negotiations as the utility looks to remain flexible during market uncertainty caused by the Covid-19 pandemic. The only fina.....»»

Category: topSource: bizjournals7 hr. 21 min. ago

A financial planner shares 3 ways to use your extra cash to build wealth and support your community during the pandemic

MoMo Productions/Getty Images   Millions of Americans are out of work because of the coronavirus, but others still have plenty of cash on hand.  As a financial planner, many of my clients are doi.....»»

Category: topSource: businessinsider7 hr. 51 min. ago