 |
|
|
|
|
|
|
|
|
|
|
|
|
| http://frwebgate.access.gpo.gov/cgi-bin/getdoc.cgi?dbname=110_senate_hearings&docid=f:40538.wais.pdf, Free
Statements and comments from the political and financial planning realms on how financial advice is provided to older consumers. |
|
| Dearborn Trade Publishing, 2002, $35.00
Anthony shows financial professionals how to develop a practice using a new and holistic approach to financial planning. |
|
| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf
Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances. |
|
| Active in: USA
Telephone:866-FLP-2007
info@mitchanthony.com
http://www.mitchanthony.com/MA_Tools.html
An organization, founded by Mitch Anthony, focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™. |
|
| http://www.flponline.net/
FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help financial services professionals understand and apply financial life planning into their practices. |
|
| Financial Planning Association
http://www.fpajournal.org/
The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. by providing monthly feature articles, interviews, columns, and peer-reviewed technical contributions. |
|
| Hughes writes about the importance of financial planners serving the middle market, not just the wealthy, and outlines what it takes to be successful at it. |
|
| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf
The author analyzes some of the key issues surrounding planning in CEO succession both for the CEO and for those left behind. |
|
| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf
Lampert reviews how life coaches can supplement and improve the financial planning process. |
|
| The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser. |
|
| The authors offer seven additional recommendations but, more so than in Part 1, these apply mainly to financial advisors. |
|
| Society of Financial Services Professionals
http://www.financialpro.org/adv_mkt/journal/about.cfm
This journal covers applied research in all areas of financial planning, including retirement planning, investments, tax, health care, economics, ethics, information management, and other topics of concern to the holistic financial planner.
|
|
|
|
|
| AARP Public Policy Institute, February 2009, Free
http://assets.aarp.org/rgcenter/econ/i22_saving.pdf
Gist argues that change in net worth, rather than savings rate, is the appropriate measure of financial progress, and he also recommends some policy measures that might improve retirement savings levels. |
|
| U.S. Social Security Administration, April 2010, Free
http://www.socialsecurity.gov/policy/docs/statcomps/income_pop55/2008/index.html
This report provides a broad income picture of a cross section of the population aged 55 or older, with special emphasis on income of the population aged 65 or older. The tabulations focus on the major sources and amounts of income, both separately and combined, for those age groups. |
|
| U.S. Securities and Exchange Commission, September 22, 2008, Free
http://www.sec.gov/spotlight/seniors/seniorspracticesreport092208.pdf
This report examines what financial companies are doing to protect older consumers. |
|
|
|
|
| Designations: B.Com (Hons), CFP
Active in: South Africa
9 Bishoplea Road, Claremont, Cape Town, South Africa
Telephone:021-671-3175
Fax:021-671-8133
gavin.vandyk@fiscal.co.za
Fiscal provides financial planning followed by investment implementation services. We help clients be clearer about what really matters and what resources are available to them. We have a tradition of long term relationships with our clients, providing practical ideas and suitable investments. |
|
| Active in: DC, VA, MD, USA
Available for speaking
Telephone:202-483-2660 Ext 4
moneyharmony@cs.com
http://www.moneyharmony.com/
Olivia Mellan is a speaker, psychotherapist, money coach and business consultant. She conducts teleclasses for advisors, coaches, counselors and psychotherapists on money psychology; and facilitates 3-day retreats with generations of heirs on maximizing communication and legacy. |
|
| Active in: USA, International
1050 Massachusetts Avenue, Cambridge, Massachusetts 02138-5398
Telephone:617-868-3900
Fax:617-868-2742
http://www.nber.org/
A private, nonprofit, nonpartisan research organization dedicated to promoting a greater understanding of how the economy works and committed to undertaking and disseminating unbiased economic research among public policymakers, business professionals, and the academic community. |
|
| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Outlines current threats to family financial security and advocates for responsible advisory practices as part of the solution. |