The newsletter of the ISBA’s Section on Business Advice and Financial Planning
Browse articles by year: 2014 (3)
Newsletter articles from 2003
Oops! We made a glaring error in the April 2003 edition of The Counselor.
The Chairperson has raised various questions about a topic that is neglected by this council.
We are about to rectify an area of neglect. The Section Council is known as Business Advice and Financial Planning.
Enforcement of municipal ordinances—A new, efficient method
Every profession has its own set of regularly occurring frustrating circumstances. For example, a police officer is often forced to abandon an investigation in order to preserve an individual's right of privacy; the teacher is always required to have the simplest curriculum change make its way through a bureaucratic maze before implementation is permitted; or, the administrator is mandated to take a certain tact due to political factors instead of following a higher set of standards
The financial planner
"To the Rescue," an article published in the February 2003 edition of Smart Money Magazine, notes that there are approximately 650,000 in the financial planning field workforce.
Notes from the Chair
In my four years on the section council, little time has been spent on the second part of our name, which is "financial planning."
Reaping the benefits of a financial planner
By working with a trusted financial planner as a partner, you can strengthen your client relationships and provide more insight beyond developing and implementing estate plans.
The story of annuities—Their use and disuse
This article is intended to be a discussion of the advantages and disadvantages of the use of annuities by Financial Planners, and more specifically Certified Financial Planners ("CFP").
Wealth protection planning: An important planning tool
As estate and financial advisors, we are accustomed to the application of traditional planning using estate and wealth transfer planning vehicles, such as the variety of revocable and irrevocable trusts together with life insurance trusts, to mitigate client concerns and accomplish as many of the end-of-life planning objectives as possible.