Articles on Financial Planning

Law firm financial management: Practical tips and suggestions—Part 2 of a multi-part series By John W. Olmstead Law Office Management and Economics, Standing Committee on, May 2018 Part two of a multi-part series of practice tips and suggestions for effective financial management.
The financial planner By Cindy Menker Business Advice and Financial Planning, September 2003 "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.
The story of annuities—Their use and disuse By Robert M. Eberhardt Business Advice and Financial Planning, September 2003 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 By William A. Ensing Business Advice and Financial Planning, April 2003 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.
Sample Year 2000 readiness disclosure statement Business Advice and Financial Planning, March 1999 Our Company is providing this update to our Year 2000 preparedness status to keep you informed of our progress.

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