Genuine Financial

Financial planning? I am planning to move out for my first time and I would like to know about how much do I need to have saved in order to live without worrying?

Financial Planning? I have no experience in financial planning and have no idea what company im want to go with. im in the begining stages of checking into it. If anyone has any tips or information that would help me make a decision, that would be greatly appreciated.

financial planning? to save money iam searching for a best finacial planning solutions

How to market a personal financial planning and family budgeting, investing service on the net? Hi, I want to offer a personal financial planning service for young families, covering analysis of present financial condition, budgeting, investment and insurance planning, retirement planning etc. Would welcome suggestions on marketing this service on the internet and also other media. My client base will be in India. Considering social networking sites, groups, blogs, twitter etc. Marketing costs to be minimal, as this will be a very low fee service.

Career in financial planning in different countries? I am now working as a paraplanner in Australia. However, my husband is working in China and I really want to be with him. But I do not want to give up my career as I believe that financial planning is a great career and I am so happy with my job. I have no idea about the Chinese market. Could I find a financial planning job there? How much will I be paid?

As a manager of a financial planning business you have two financial planner? As a manager of a financial planning business you have two financial planner. In an hour, Phil can produce either one financial statement or answer 10 phone calls, while Francis can iether produce 3 financial statements or answer 12 phone calls. Deoe either person have an absolute advantage in producing both products? Should these two planners be self-sufficient or specialize?

Why do people delay personal financial planning? People need financial planning at every stage of their lives, whether it be debt reduction, buying a house or a car, marriage, divorce, and the biggest concern of most working people ---retirement. Why don't more people realize that the financial decisions they make today have a direct effect on the life they will be able to afford tomorrow?

What is good financial planning software that can be used in confuction with dave ramsey plan (microsoft money? What is good financial planning software that can be used in confuction with dave ramsey plan (microsoft money) or something that is very good

I'm pursuing a career in personal financial planning, where do I start? I have a BS in Business Administration, and now I'm enrolled in a Financial Planning professional development program, for which I will receive a certificate. Where do I start looking for a job to get experience if I haven't received the certificate yet? Where should I look for work with no financial planning experience?

Where & how does one start financial planning for onself? Please suggest an approach / road map, steps to financial planning that is executable by a salaried individual. I would like to avoid any middlemen or agents.

As a manager of a financial planning business you have two financial planners, Phil and Francis. In an ? As a manager of a financial planning business you have two financial planners, Phil and Francis. In an hour, Phil can produce either one financial statement or answer 8 phone calls, while Francis can either produce 4 financial statements or answer 10 phone calls. Does either person have an absolute advantage in producing both products? Should these two planners be self-sufficient (each producing statements and answering phones) or specialize? Be sure to show your work.

How would you encourage women to become more involved in their financial planning? Most Canadian women are disinterested and unprepared when it comes to planning their financial futures, according to a recent survey by TD Waterhouse. If that’s true, how would you suggest encouraging women to become more ‘invested’ in their personal finances? Read more: "Many Canadian women avoid financial planning: study" http://ca.news.yahoo.com/s/reuters/071126/canada/canada_investing_col

What does AAR stand for in relation to financial planning or leadership? I have a test tomorrow on leadership and financial planning and one of the questions is "What does AAR stand for", so if you could tell me then that would be awesome

Is a financial planning position good for a college student majoring in accounting? I'm planning to become a CPA. Currently, I'm in college (1.5yrs left) and work part-time as an accounts payable. Recently I was asked to come work at a CPA firm as an assistant in financial planning. The pay and hours are really good compared to my current job. However, I'm not sure if learning the new things in the financial planning position will stress me out. It's all very new to me. Even though I'm not a brainiac, I am a very hard worker. But is that enough? I just don't want this job to take away too much time away from school. I'll be taking very difficult accounting courses. I was wondering if I should stay at my current job OR take the new job and learn new things. Will this work experience look better on my resume? If i dont take this job, then will there be lots of other opportunities like this after I graduate? Will this get my foot in the door of the CPA world even though I won't be doing any accounting work? EVERY bit of suggestions would be greatly appreciated

Can somebody suggest me a good book on Financial Planning & Taxes? I am an insurance agent and mutual fund distributor. I am a science graduate, and hence know least about concepts of commerce. I am looking for a book which can help me offer better financial planning to my clients. The books should explain the concepts of various investment instruments like Mutual Funds, Stocks, Real Estate etc. It will be great if the books contains chapters on Taxes (and its various sections). In a nutshell, a book for dummies on Financial planning and Taxes. Please suggest. Thanks a ton.

Who is the best company to go with for financial planning? My husband and I have our own business. I have been searching for the best company for financial planning and retirement for us. Any suggestions on who is the best?

Where can I get a real Personal Financial Planning Software? All the Personal Financail Planning software I found just like Personal Accounting or just a Retirement Calculator. Where can I find a real Personal Financial Planning software which covered everything included my clear dept planning, risk protection, education and retirement planning?

What are the better financial planning business in singapore? What are the better financial planning business in singapore?

How to have good Financial Planning for single income? In the uncertainty world it looks dificult to have good financial planning for people who has single income. does anybody share with me?

Any tips on good places to contact 69-85 year olds regarding financial planning? I offer financial planning and consulting to high networth individuals in good health from 69-85. Does anyone have any out of the box ideas on ways to reach out to this age group in an honest and respectful way?

Salespeople in the financial planning industry? What publications do you read about financial planning? I am thinking HBR, National Underwriting Magazine? Are they any others? Please let me know. Thanks.

What's the best financial planning software? I need to do a financial plan for my family inlcuding retirement savings, accounting for various estimates of inflation. My accountant says Quicken financial planner v2 was good, but it can't be found anymore. He also says that the financial planning capabilities of Quicken aren't adequate.

what is the best financial planning software? what is the best financial planning software i can use to guide me through a project for my financial planning course? something intermediate.

What is easier to get into in Australia - Accounting or Financial Planning? Also what is a better and more financially rewarding career? I'm looking at a career change, however it looks like I really need a uni degree for accounting and then start out on relitavly low wages. i was hoping I was wrong about that? Would financial planning be a quicker career to get into and start making decent money? Thank You.

Like mutual funds and financial planning for other people, but I hate cold calling. Any job ideas? I am series 7, 6, 63 licensed and have worked as a registered representative and an internal wholesaler. I have decided that I do not like wholesaling, but really like financial planning and mutual funds. I love sitting down with people and educating them about their finances. The only problem is that I do not like phone work at all. Cold calling is very difficult for me and not something that I wish to do. I also like managing other people and having leadership type roles.

Who are the key stakeholders in the Financial Planning & Accounting Industry Sectors? Who are the key stakeholders in the Financial Planning & Accounting Industry Sectors? And what are the key stakeholders roles and responsibilities within their sectors?

Financial planning - unsure about license when leaving company? I'm employed part-time at a financial planning company and, earlier this year I got my state life insurance license through their "sponsorship." I want to leave but I don't know how it will affect (the ownership of) my license. I've reread the employment contract and it doesn't mention license portability.

I was thinking about a financial planning career. Can someone help me out with the following questions? There are so many different financial planning companies to choose from, how do you pick the right one? Does anyone have an experience with being a financial planner that could give me some insight as to what to expect besides the brochures that the companies supply? Is it worth getting into? It would also be nice to get someones email or contact info to maybe talk more with them. Please someone help me out a little. Thanks

I am MBA and i will like to get Diploma in Financial planning and financial services? I am an Australian and 35 years Old With MBA Degree and Self employed so no work experience under any company , currently pursuing DBA and i have no luck in getting Job any advice, diploma in financial service and planning will help me to get job, anyone with experince please advise me Thank you

Starting my own firm financial planning and investment advisor? Hello I am wanting to start me own firm for financial planning and investment advisor. Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need You would think in college they would have covered this, but they didn’t . Also can you tell me what each series 6-7 etc is exactly for. Thanks for your help in advance. RL

Help with question about financial planning? Wayne and Beth both work full time and have job got married. THey hope to start a family in the near future. Why would good money management and financial planning are both important for Wayne and Beth and what should they consider when managing their everyday spending and making longer term financial plans? Could you please help, even if its just a slight backbone in helping me to answer this.

Financial Planning versus Estate Planning, which is the higher priority? If you had an extra $1000 and all things being equal, which is more important at this moment, meeting with a financial planner or getting your estate planning documents in order (trust-we have one child, will, durable power of attorney and HCPA/AMD) for my wife and I? The idea being that on average a good fee-only financial planner or attorney to do either thing will cost $250-$300/hour (in the Washington DC area). As far as financial background, we have life insurance, we contribute monthly to a 401K and Roth IRA and I have a defined benefit pension (yes they still exist). We are paying down debt, but I still feel that we could use a good financial review (not to sure about our allocations in the Roth and IRA's). We DO NOT HAVE A WILL or other estate planning documents... and this is beginning to concern me... should it??? Any suggestions for finding a good family attorney in Northern Virginia will be very much welcome. Thanks for you help. FF

Is financial planning a wise career choice? tomorrow i am registering for bcom financial planning at my university. I'm wondering if it is a wise choice with plenty of career oppertunities, good pay etc..

I need a financial planning company? I just got married a few months ago and my husband and I wanted to find a financial planner. We are both 24 but we want to save up for our retirement, college for future children, investments, buying a home, etc.... We don't have much money to start with because we just cleared all of our debt. Does anyone know what's the best place for us to start? We're looking for a financial planning company or financial planner in Los Angeles. Thank you.

HELP! What are the financial planning requirements for a FUNERAL? What are the financial planning requirements for a funeral?

Career change to accounting or personal financial planning. How? I am thinking about a career change and I am considering accounting. I have a Bachelor of Science in Communications though. How can I get into the field and sit for the CPA exam if I didn't major in business? Are certificate programs worth it or should I go to grad school? What about Personal Financial Planning?

What is a Financial Planning Company? What are they doing? Hi, I need to know what a Financial Planning Company is and what exactly those companies are doing.... thanks

Purchase a family owned financial planning practice? I am in the financial services business, and have been doing this on my own full-time for 1 year, but have done internships and other work experience in this industry since 2002. My wife's father has a very successful financial planning practice that he is wanting to slowly sell to me. He currently has about 800 families that he works with along with a large amount of 401(k) and health insurance that he manages. He wants to only work with his top 50 clients which would leave a lot of clients that I could service and work with. In other words an immediate client base plus I will get 20% of whatever business he produces to insure that I stick around. This would double my income next year and more than double it in coming years. I am good at what I do, but having an established clientele base would be huge for my career. My concerns are living close to family and having potential problems down the road with him and having a falling out. Any advice?

Looking for a good E-book for financial planning? Im coming off a bankruptcy this year and I vow to get my finances in order. Is there any good E-books out there for financial planning?

Help with college assignment - main elements and sequence of financial planning process? I have a college assignment to but really stuck on a question, so any help would be great. the exact question is describe the main elements of the financial planning process in an engineering business and the sequence in which the planning takes place. you can ignore the engineer bit if you want to - just a general idea to help me out would be good and ill incorporate the engineering bit later

which one to choose, MBA or Financial planning? I'm dissatisfied with my job, thinking of doing further studies. I can not decide between an MBA or Financial planning. Which one is better for job prospects since I'm 36?

7 elements of financial planning? I have heard mentioned on financial radio shows "The 7 elements of financial planning". Does anyone know what these are?

Post Graduate Diploma in Advanced Financial Planning and wealth management? Hi! I am Raj from Delhi and i had done Graduation from G.G.S.I.P. University and want to do Post Graduate Diploma in Advanced Financial Planning and wealth management from Indian Institute of Financial Planning (IIFP). I want to know that is this course worth. Will this course help me to build a career in Finance Sector. Please Suggest me. I am in great trouble.

Please help me find an example of a business who has failed/succeeded due to financial planning!!? I'm doing an essay on why financial planning is important (pro) and I need an example. I can't find one! Does anyone know of any good (or bad) examples, PLEASE? Thanks heaps.

Career in financial planning? I'm debating toward an "ol faithful" government job or a career as a financial planner. I'm graduating with a degree in financial planning in less than a year. I've always been interested in helping people with their finances. I'm a little worried about how difficult it will be to acquire new clients. I'm not agressive and don't like bothering people. Also, what happens if the country goes in a recession while I'm trying to start out. I'm planning on living/working around Grand Rapids, Michigan or a close city that is about half the size. I've heard good and bad things about different firms, what do you think? I know that only I can decide which to do, but I would like some input from some current financial planners. Thanks! Also, with today's online society, can you be a financial planner "on the side" part-time. Is there a way have all the necessary resources without being affiliated with a firm?

Has anyone used the Financial Planning service from Primerica? I was wondering if anyone has used the financial planning service offered by Primerica. Has anyone had a positive or negative experience with them? I'm hesitant because of their whole recruiting representatives thing in their presentation makes me question things. This is just regarding their financial planning service...not employment. If you're a Primerica rep, please don't answer this. Thanks

I have to write 8-10 page paper on financial planning.? I was wondering what the easiest topic would be to write this paper on? Retirement planning, buying a house, or even financial planning in general?

why is paying online donations with a credit card a bad financial planning? I dont get it, someone just told me this. what financial plan? I donated some money and next month I'll pay for the credit card from my account (well the bank will automatically do this).

Financial planning suggestions? I manage my college expenses with 3 credit cards and pay my credit bills with them. This is cumbersome and I can’t remember if there’s enough cash to pay the bills at that point of time. I badly need to do some financial planning. Any idea / suggestions?

Can I get detailed personal financial planning as per life goals & objective free through some secured portal.? Baja Capital and Itrust charge fees for detailed financial planning. Please advice some portal to get the detailed analysis for free?

where to go to get financial planning help? are there any free websites where i could get help with financial planning..you know like budgeting money to pay bills ang buy needed things and so on please help

What are you charged for financial planning or investment advice? Many financial services providers tout their financial advice as being for free. But we all know nobody does anything for free. Aparently there are a bewlidering number of ways in which investment advisors make their money such as trading commissions, hourly frees, trailer fees, management fees, performance fees and so on. I would like to hold an online survey to gauge which methods most Y!Answers users come across and their views on each method or which method their prefer most. Thanks for taking the time to answer my question.

How to get financial planning certificate in the UK? Where do you study for that? I want to work within the financial industry? Any Universities that offer that in London?

Is it possible to start your own Financial Planning business? I'm looking to do this part-time after my regular 7-4 job. What kind of software do I need to purchase? Or is everything available online? I would start with friends and family, then eventually expand. I would really appreciate some input from people currently in the financial industry. Thanks in advance.

Have you heard about financial planning product from iTrust? Hi, My name is Amit and I am a software engineer in a s/w company in Mumbai. I generally find myself ill equipped to handle my finances. But I recently met someone from a company called iTrust he told me that they do some planning which will help me a lot with my finances. Initially I was OK but I am hesitant about the fee that they are charging. Has anybody through this exercise before? Please share your experience, if it is worth it or not?

What are the desired skills for a Financial Planning Services agent? I am a candidate for a Jr. Agent position with MetLife Financial Serivices. I can imagine as we all can, the list of desired skills like companies search for. However I'm looking for answers specifically from professionals in the business holding managerial positions or individuals that had to take: Company Questionnaires Candidate Profiles Cognitive ability Profiles Any additional pointers are welcomed. Thank you, thank you! A sure 10 points and weight of my shoulders for the best answer. :)

I am trying to move from a Sales and Marketing career to one in Financial Planning. Where do I start? I am planning to start by studying and taking some of the NASD Series tests while I am still with my current employer, but I don't know where to start.

Should I go for a financial planning position at Waddell and Reed? I would have to pay for my licenses to make me eligible for the job (which I don't know what their costs are). The job starts out at 2,000 a month for 12 months plus I will be eligible to receive escrowed commissions as well as applicable bonuses and service fees. Does this sound like the real deal (how a financial planner usually starts out)? What's up with the offer?

Has anyone ever used Ameriprise Financial for financial planning? I'm debating on signing with Ameriprise Financial and would like to have some feedback on whether or not they are any good.

What documents for financial planning do you keep, where to store, and when to shred? It just seems over the years I have accumulated a mass of paperwork thru financial services, such as divorce decree, household inventory, military discharge, veterans papers, birth certificates, cemetery deeds, real estate deeds, diplomas, tax documents and investment documents, and etc. I would like to know what do I keep in a safety deposit box, and where do I store the other things, and what is it that I can discard and when?

Financial planning question--How do you determine the amount for safety cushion? For a household in their mid thirties with: 160,000 salary 40,000 loans to pay 40,000 living expense per year How much would you say to put aside for safety cushion? How do you determine that? Should it be all in cash or can it be in other forms?

What are the best resources for personal financial planning and organization? I'm wondering about books, web sites, software, magazines, etc. We have Macs at home, own rental properties, currently keep finances on customized spreadsheets in Appleworks. Would like better sync with online banking for a more comprehensive and integrated picture. Also want to have a comprehensive source for information so that we consider all the key elements of our finances without letting things fall through the cracks. Thanks.

Do you think ‘Personal Financial Planning’ is essential in today’s fluctuating economy? All about where to invest and how to invest our money/wealth.

Is financial planning more important to: a millionaire or an individual who lives from paycheck to paycheck?

What is the best slogan for a Financial Planning firm? A tagline or slogan with a strong emphasis on preserving and growing wealth while maintaining stronger client relations is key.

how do I get started in the financial planning/analyst field? I see ads in my local newspaper of firms looking for trainees, no exp. necessary, sponsorship for the series seven , and I wonder if this is the best weay to get started?

What is the difference between financial planning and wealth management?

Anyone ever use the FP transitions site to buy or sell a financial advisor or financial planning practice? I want to know what you think of the site and how useful it is for buying or selling a book of business.

Someone called me asking to meet with me for financial planning, what is a great way to respond? I just said that I would have to figure out my firm's billing rates and get back to him. He will call me back. What else can I say? I need some good ideas! The person that wanted to meet me is a financial planner himself.

Could I start my own personal financial planning services? I don't want to be an investment advisor, get commission, etc. But help individuals seeking help with personal finances, developing budgets, getting ride of debt, etc. Possibly charge a per hour rate....is this possible to do??

What are some tips for obtaining clients in the financial planning industry? I am very efficient about serving the clients that I have and do not have trouble maintaining the relationship once it is established, however I have a lot of difficulty in obtaining new clients, does anyone have any sales or marketing advice that could help with this problem?

How can financial planning help a person selling/buying a home/real estate? i.e. set budget for new cash flow help with tax issues In other words, if a financial planner wanted to explain to a real estate agent ways a financial planner could be helpful to their client, what are those ?

Has anyone used Edward Jones for financial planning and investing? If you have used Edward Jones, could you tell me a little about your experience. I am considering using them. Thanks.