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.
Family gift trust
By Patrick F. Daly
Business Advice and Financial Planning,
June 2000
As the advisor to our personal and business clients we are called upon to give estate planning advice in the broadest sense.
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