Members In The News

financialplanning March 1, 2013 – Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC shared his daughter’s college housing experience in “College Housing for Clients’ Kids?.”
wallstreetjournal February 23, 2013 – In “A Couple Aims to Buy a New House and Plan for the Future,” Abby Kovach of Abby Kovach Financial Planning, LLC made suggestions to a young couple on buying a new home.
wallstreetjournal February 21, 2013 – Lea Ann Knight, CFP® of Garrison/Knight Financial Planning, Buz Livingston, CFP® of Livingston Financial Planning, Inc, Eileen Freiburger, CFP® of ESF Financial Planning Group, and Eric Korbitz, CPA, CFP® of Korbitz Financial Planning gave advice on college savings plans in “How to Pick a 529 Plan.”
February 18, 2013 – Alan Moore, MS, CFP® of Serenity Financial Consulting, Theresa Wan, CFP®, CFA of TCW Financial Planning and Louise Schroeder, CFP® of Personal Financial Solutions, Inc. contributed ideas on saving for retirement and setting expectations with family in “Balancing retirement with supporting adult children.”
wallstreetjournal January 30, 2013 – In “Voices: Kent Grealish, on Investment Policy Statements,” Kent Grealish, CFP®, AIF® of Quacera LLC discussed the fundamental reasons why an Investment Policy Statement is a prerequisite for investment success.
January 24, 2013 – Alan Moore, MS, CFP® of Serenity Financial Consulting, Tracy St. John, CRPS® of Financial Avenues, LLC and Frank Boucher, CEBS, CFP® of Boucher Financial Planning Services discussed the importance of balancing and reconciling a checking account in “Why balance your checking account?.”
December 26, 2012 – Alan Moore, MS, CFP® of Serenity Financial Consulting discussed financial advisors for the younger generation in “Not Your Momma’s Financial Advisor.”
November 20, 2012 – In “Quiet Trusts Popular Amid Gifting Boom,” Alan Moore, MS, CFP® of Serenity Financial Consulting discussed issues with financial secrecy between parents and children. 
November 13, 2012 – In “Is my portfolio on the right track?,” Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC gave advice on retirement funds.
November 9, 2012 – Robert Stanley, CFP® of R.W. Stanley Investment Planning, Mary Brooks, MA, CFP® of Brooks Financial Planning and Celia Brugge, CFP®, MBA of Dogwood Financial Planning gave tips on saving for retirement in “Retirement planning if you’re broke.”
November 6, 2012 – Mary Lacey Gibson, CFP® of MLG Financial Planning and Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC shared retirement tips in “Retirement Planning Tips for Couples.”
November 5, 2012 – In “Meeting With a Financial Adviser? Read this First.,” Alan Moore, MS, CFP® of Serenity Financial Consulting, Frank Boucher, CEBS, CFP® of Boucher Financial Planning Services, Leslie Corcoran, CFP®, CCPS of Family First Financial Planning and John Belluardo, ChFC® of Stewardship Financial Services gave pointers on meeting with a financial advisor.
October 26, 2012 – “There are so many insurances that a person can buy, it seems you could spend your entire income protecting yourself in case 'something' happens," said Alan Moore, MS, CFP® of Serenity Financial Consulting in “8 Often-Ignored Insurance Policies That You Really Shouldn’t Pass Up.”
October 19, 2012 – In “ Getting the Most from Social Security,” the book, A Social Security Owner’s Manual written by Jim Blankenship, CFP® of Blankenship Financial Planning, Ltd. was recommended as a user-friendly source for Social Security guidance. 
October 10, 2012 - Alan Moore, MS, CFP® of Serenity Financial Consulting discussed potential opportunities after a job loss to still have financial security in “Retirement planning moves after a job loss.”
October 9, 2012 - Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC suggested “starting your search by looking for an adviser who works with people in your income bracket and whose expertise matches up with the financial issues you want to address,” in “How can I find a financial planner?.”
October 5, 2012 – In “How Much Should I Save for a Rainy Day Fund?,” Alan Moore, MS, CFP® of Serenity Financial Consulting discussed options for saving.
September 28, 2012 – “All funds try to beat their benchmarks. But investors should understand how a fund is doing so,” said Nicholas Laverghetta, CFP® of NCM Capital Management, LLC in “Bond Funds Get Aggressive.”
September 20, 2012 – Tim Hayes, CFP®, MBA  of Landmark Financial Services, LLC  discussed many aspects and helpful tips in the financial aid process in “15 Things You Need To Know About Financial Aid.”
September 10, 2012 – In “Longevity casts a long shadow over retirement planning,” Cheryl Krueger, CFP® of Growing Fortunes Financial Partners, LLC was quoted from her presentation on “Understanding Longevity” at the NAPFA West Conference.
September 10, 2012 - Michele Clark, CFP®, CRPC of Clark Hourly Financial Planning, LLC offered tips on making the most of your 401(k) in “10 Strategies to Maximize Your 401(k) Balance.”
September, 10, 2012 – “Focusing on retirement and a little more discipline can pay dividends in quality of life later,” said Gary Good, CFP® of Good Financial Advisors in “Illness – and New Priorities.”
August 30, 2012 – Bob Morrison, CPA of Downing Street Wealth Management and Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC shared tips on saving money in “Lame excuses for not saving.”
August 30, 2012 – “First and foremost is to step back from the immediate agony of the situation and think about how it fits within the larger picture of your life,” said Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC in “Young and Underwater: First-Time Homeowners Struggle for Air.”
August 22, 2012 – In “8 strategies to protect your investments,” Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC said “diversification may provide some benefits, but it isn’t bulletproof.”
July 28, 2012 - Shawn Koch, JD, CFP® of Koch Financial Partners, LLC discussed financial issues nontraditional couples face in “It’s Their Money: Same-Sex status complicates couple’s finances.” 
July 14, 2012 – Jerry Davis, CPA/PFS of Jerry J Davis CPA PC, discussed tax impacts of health care reform in “It’s Only Money: Plan now for tax impacts of health care reform.”
July 8, 2012 – “I tell them to think of their pension fund like a big bond fund, so they can invest the rest a little more aggressively” said Anna Sergunina, CFP®, ChFEBCSM, of MainStreet Financial Planning, Inc. in “Advisers are overlooking ‘shadow millionaires’.
June 26, 2012 – Abby Pons, MBA, CFP® of Capella Financial Services, LLC and Cheryl Krueger, CFP® of Growing Fortunes Financial Partners, LLC discussed the hourly fee model in “Reaching New Segments With Hourly Fee Model.”
June 25, 2012 - Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning offered tips on how to raise financially independent kids in “How to Wean Your Children Off Your Expense Account."
June 15, 2012 - Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC and Bob Morrison, CPA of Downing Street Wealth Management discussed the need to save money for the future in “11 dumb excuses not to save money.” 
May 25, 2012 - “Saving for retirement should be the priority,” said Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC in “Should You Buy or Rent Your Home?.”
  May 16, 2012 – Tom Roberts, CFP®, MBA of A New Approach Financial Planning discussed financial illiteracy in his article, “Financial illiteracy is costing you.”
May 16, 2012 – “Until people have gone through the process they haven't really solidified their goals. Sometimes we go through life and get so busy with the day-to-day stuff. If you don't keep your eyes on the prize, it's tough to get there,” said Will Duncan of Duncan Financial Planning LLC in “A Commonsense Plan To Start Building Wealth.” 
May 15, 2012 – Shawn Koch, JD, CFP® of Koch Financial Partners, LLC discussed planning issues that arise for same-sex couples in “Financial Planning Checklist for Same-Sex Couples.” 
May 2, 2012 - Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning and Leisa Brown Aiken, CFP®, CPA of Veo Financial Counsel, LLC discussed the financial mistakes people make with their kids in “5 dumb ways to spend money on your kids.”
April 25, 2012 – In “House Mulls Changes To Workplace Retirement Plans,” Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC discussed workplace retirement plans. 
  April 23, 2012 - Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC wrote about how to invest in company stock in "Invest in Your Company Stock Like an Executive.”
April 14, 2012 – “We don't recommend filing a return before the end of March for clients with a lot of investment activity,” said Jerry Davis, CPA/PFS of Jerry J Davis CPA PC in “Tax procrastinators, this column’s for you.”
April 2012 – Derek Kennedy, CFP® of Kennedy Wealth Management, LLC was featured in “Opportunistic Retirement Investing.”
March 21, 2012 – “An urge to quickly take a profit often means you'll miss out on later gains while racking up trading charges,” said Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC in “Make sounds investing decisions at any age.”
March 19, 2012 – “Hiring a fee-only advisor for a second opinion is a great way to get a fresh take on the strengths and weaknesses of your current investment plan,” wrote Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC in “Did You Really Believe Wall Street Looks Out For Your Best Interest?.”
March 15, 2012 – Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC and Lea Ann Knight, CFP® of Garrison/Knight Financial Planning discussed choosing the right 401(k) and preparing for retirement in “Fix Your 401(k).”
March 12, 2012 – "People choose by name rather than the actual composition of the fund. You have to look a little deeper and do some homework before choosing one," said Warren McIntyre, CFP® of VisionQuest Financial Planning LLC in “Do I need to diversify my target date funds?.”
March 12, 2012 – In “The Game Plan,” Shawn Koch, JD, CFP® of Koch Financial Partners, LLC advised a couple on how to make the most of an inheritance.
March 2012 – Kathleen Campbell of Campbell Financial Partners, LLC discussed the pros and cons of home ownership in “Is Home Where The Head Is?.”
March 2012 - “Having an emergency fund locked up in a CD makes it harder to nibble away at it for items that aren’t really emergencies,” says Andy Tilp, MS, CFP® of Trillium Financial Planning, LLC in “Smart Ways to Manage Student Debt.” 
  March 2012 – Tom Nowak, CFP® of Quantum Financial Planning LLC published a book, "Low Fee Socially Responsible Investing: Investing in Your Worldview on Your Terms.  He and the book were recognized in Garrett Marketing Coach Marie Swift’s blog article on “Using Credibility Marketing to Enhance Your Reputation and Build Buzz.” 
 
 February 22, 2012 – Tom Roberts, CFP®, MBA of A New Approach Financial Planning discussed planning for health care in his article, “Careful planning needed to meet retirement health care needs.”
February 21, 2012 – Michael Chamberlain, CFP® of Chamberlain Financial Planning LLC shared an important estate planning lesson in “Dead Man’s Outdated Beneficiary Documents Give $1 Million to Ex-Wife.”
February 14, 2012 – “Finding the right financial advisor is a bit like finding the right doctor,” wrote Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC in “3 Signs Your Financial Advisor Relationship Isn’t Working Out.”
February 8, 2012 – In “Secrets of the 401(k) Millionaires,” Kathleen Campbell of Campbell Financial Partners, LLC explained how some of her clients “maxed out their contributions, and refrained from jumping in and out of investment selections based on the whims of the market.” 
February 6, 2012 - Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning discussed the pros cons of retiring in South Carolina in “Retire Here, Not There: South Carolina.”
January 27, 2012 - Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning performed a money makeover for a young South Carolina engineer to help her attain her goal of starting her own business in “$34,000 in debt, wants to start a business.”
January 25, 2012 – “Over the last year we have seen a wave of companies leave the variable annuity marketplace,” wrote Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC in “The Pitfalls Of Variable Annuities.”
January 12, 2012 - Kathleen Campbell of Campbell Financial Partners, LLC discussed the importance of maximum contributions, long-term selections, and being careful about the amount in company stock in “The 6 most important retirement moves for the young.”
January 9, 2012 – In “Retire Here, Not There: Florida,” Tom Roberts, CFP®, MBA of A New Approach Financial Planning discussed the pros and cons of living in Florida.
January 3, 2012 - Nicholas Laverghetta, CFP® of NCM Capital Management, LLC discussed the Federal Reserve’s plans to release quarterly forecasts for interest rates in “Should Investors Act on Chattier Fed?.”
January/February 2012 – Michele Clark, CFP®, CRPC® of Clark Hourly Financial Planning and Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning completed money makeovers as part of a feature, “Five Families, Five Fixes,” in which five families across the nation received money makeovers. Learn how Michele helped a retired couple in “Laid off and making the retirement savings last.” Learn how Laura advised a young woman in “$34,000 in debt, wants to start a business.”

More..