It's been a time of great change for the CFP Board over the past few years, and especially the past 12 months or so. The responsilibity for managing all of this change in the organization lies on the shoulders of one man - Kevin Keller. The only catch - he's also the new kid on the block.
Continue reading "So who is Kevin Keller?" »Tuesday, April 29. 2008
So who is Kevin Keller?
Thursday, April 24. 2008
Rigorous Analysis of Pension Options Done Right!
Many financial planners are faced with the client question: "Which pension option should I choose?" Comparing various lump sum and annual pension payout choices based on client life expectancies has often been mathematically intensive and quite difficult - at least, up until now.
Continue reading "Rigorous Analysis of Pension ... »
Friday, April 11. 2008
It's Financial Literacy Month - and we need to step it up!
April is Financial Literacy Month - a time
for us to reflect on what we're doing to promote and support financial literacy
in the United States, and hopefully focus on making improvements. But a recent
survey indicates that we need to try harder - and we might even be losing
ground!
Thursday, April 3. 2008
Should you be doing 2008 tax planning for your rebate check?
With the Economic Stimulus Act rebate checks set to start mailing out to taxpayers next month, based on their 2007 tax filings, many believe that no tax planning remains for the rebate checks. However, for the many individuals who will receive less than the full maximum of the rebate check (or possibly as little as nothing), tax planning opportunities do remain!
Continue reading "Should you be doing 2008 tax ... »
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