Retirement planning advisor : Retirement Planning Advisors - Financial Planning Consultants in Cerritos, CA. Get contact info, directions and more at YELLOWPAGES.COM

Retirement planning advisor : February 27, 2006 -- GREENWICH, Conn. -- This afternoon, at the 401(k) SUMMIT in Orlando, Florida, Nevin Adams, Editor-in-Chief of PLANSPONSOR magazine named Dorann...

Retirement planning advisor : April 9, 2008 -- LOS ANGELES, April 9 /PRNewswire/ -- Capital Gold Group sponsors Christian Financial Advisors in the USA by supporting the "Christian Advisors...

Retirement planning advisor : February 15, 2006 -- Most small businesses haven't set up a retirement plan yet. If your company still lacks one, you're missing out on some attractive benefits. For...

Retirement planning advisor : January 29, 2004 -- To download high-resolution, print-ready JPEG images, click on the thumbnail image above. WARNING: these images are very large (800K+) Click...

Retirement planning advisor : May 6, 2008 -- Lifestyles of Affluent Sixty-Year-Olds Take Hit OAKLAND, Calif. -- The economic slowdown is hitting affluent baby boomers hard, just as they are...

Retirement planning advisor : March 25, 2008 -- eMoney One of Three Top-Rated Software's According to Report CONSHOHOCKEN, Pa., March 25 /PRNewswire/ -- eMoney Advisor,...

Retirement planning advisor : April 29, 2006 -- Local financial professional Gary W. Ott, CLU, ChFC, a financial professional with AXA Advisors L.L.C. in St. Louis, has earned a certificate in...

Retirement planning advisor : April 29, 2006 -- Local financial professional Gary W. Ott, CLU, ChFC, a financialprofessional with AXA Advisors L.L.C. in St. Louis, has earned acertificate in...

Retirement planning advisor : March 1, 2007 -- Susan, your client, visits you in your office. She is 65 and has $1 million saved for retirement. She doesn't like much risk; she has 30% in...

Retirement planning advisor : March 1, 2007 -- Retirement plans for small-business owners may well represent the last frontier of true wealth for bank-based advisors afraid of getting lost in a...

Retirement planning advisor : I am an 18 year old soon to be college student. I recently, recent as in yesterday, was offered employment with US Bank. They offered me a job as a non-exempt 20 hour a week employee meaning I qualify to be a part of the companies benefits packages including 401 (k). I will only be making about $180 dollars a week a figured that if I could invest $40 a month into the plan that it would be an okay start. The company also does a 100% matching program so that after one year of me putting money in

Retirement planning advisor : I am an 18 year old soon to be college student. I recently, recent as in yesterday, was offered employment with US Bank. They offered me a job as a non-exempt 20 hour a week employee meaning I qualify to be a part of the companies benefits packages including 401 (k). I will only be making about $180 dollars a week a figured that if I could invest $40 a month into the plan that it would be an okay start. The company also does a 100% matching program so that after one year of me putting money in

Retirement planning advisor : I just got into a great plan through a financial advisor--by the time I will be 55, my money will have grown from $60,000 to 218,000.

Retirement planning advisor : I am a full time teacher (needless to say I currently have a retirement plan through my school district), and I'd like to find a feasible way to retire in 25 years. I have been teaching for 3 years and I am married (if that makes a difference in how you may answer my question) and we have two children (ages 8 and 1). During my previous career, I did not take advantage of any retirement or investment oppurtunities. We would like to save a reasonable amount toward our sons' college educat

Retirement planning advisor : I am so puzzled as to my family situation, we make about 500k a year and are still living paycheck to paycheck. Mostly i will blame the tax. after 45% tax, we are only left with 320k, after medical insurance and retirement plan savings, we are left with 260k a year. Sounds like a lot, after house/auto insurance, pest control and other necessary cost for the house, we are left with 200k a year. That devides up to 16k a month, we have 2 kids in day care, a hight mortgage, 2 car loans, dry clea

Retirement planning advisor : Location: bay area, CA The company is one of the fortune 100 companies in the world. They are seeking to hire financial advisors to service clients in the banking, investment, and insurance industry. The reason that they are looking for a financial advisors is because there is great need in the east bay area. They are looking to open a new office in Piedmont. As a financial advisor, You will be able to work in 3 sectors. Real estate, Insurance, and Investments. You will be working with abou

Retirement planning advisor : I'm a Retirement Advisor. I help people plan for and invest in their present/future retirement needs (same thing as a Financial Advisor except I like to focus on investments geared towards retirement). I've tried a few different networking groups and have not had much success with them. I've also played the religion card and attempted to join an organization that is through my religion. This approach has turned out to be more religious dating than actual business networking. I'm extre

Retirement planning advisor : Ithought he was going for Obama http://uncyclopedia.org/wiki/UnNews:Satan_joins_Clinton_campaign_in_Wyoming 8 March 2008 Satan- (pictured in the forefront), offically joined Hillary Clinton's Campaign on March 8, 2008 in Casper Wyoming- (Hillary pictured on rear wall photo.)Casper Wyoming UNN â?? Senator Hillary Rodham Clinton today unveiled her latest secret weapon in her bid to win the Democratic Presidential primary race in her effort to become her party's official candidate in the No

Retirement planning advisor : I have a small stock portfolio that is for my retirement and an individual investment account. But now that the stock market is falling should I just leave the stocks as is and wait for things to rebound or should I sell. It's not a lot of money and I don't plan on withdrawing money for at least 10 - 15 years, so should i just ride it out or should I sell some and invest in bonds or ??? I don't have a financial advisor, I opened these accounts on an individually managed service like share

Retirement planning advisor : I would like to start saving my money for retirment and my company currently doesn't have a 401K. I would like a plan that will give me the most return but will offer the ability to withdrawal from the account if I need it to pay medical bills, improve my home, and similar cases. If your're a financial advisor or have experience, please let me know what is out there.

Retirement planning advisor : So I am not sure who I am supposed to use, or even if there is a difference. I am looking for someone that can put us on a budget, and help us to plan for retirement. Someone who would look over all of our bills and help us form the best plan of action. So who should I be looking for? And how do I know if they are any god or not?

Retirement planning advisor : I am currently planning to leave my current investment advisor as I am unhappy with the level of service and lack of low cost options. I plan to continue having an advisor that will manage two main retirement options (a roth IRA and a rolled over 401K from a prior job). I don't want to put all my eggs in one basket with this one group and would also like to push some discretionary income into an account with Vanguard that I will manage on my own, mostly investing in index funds. is this a rela

Retirement planning advisor : 2) What's your opinion of the role that financial services companies play in helping people plan for their future. 3) Do you have a financial security program (investment,retirement,insurance,disability & health)? If so, why did you set up your program? 4) Do you have a financial advisor? If so, what role does he/she play in your financial security planning? 5) I would like to extend this survey to several people unknown to me. Would you help by referring me to a few people to whom I mi

Retirement planning advisor : Iâ??m moving to Boston and possibly pursuing a job as a Mutual Fund wholesaler. I love my current job and really want to work as a financial advisor like I am doing now assisting people High Net Worth Clients with a retirement strategy and estate planning but unfortunately between expenses and loans I am in the red ever pay period.

Retirement planning advisor : My husband and I just bought a house, have a minimal amount of credit card debt, college loans, want to have a nice retirement fund, go on vacations...all that good stuff people want to do in their later years. Can anyone recommend a good financial advising firm (we live in Eugene Oregon) that can help us get a plan together to both pay off our debt and to save money for rainy days and sunny days alike?

Retirement planning advisor : i am a teacher in long island area, iam interested in helping myself and others in planning for retirement.

Retirement planning advisor : I'm doing some research on retirement plans for a company that has about 100 employees, average age 40. They are considering offering 401K, and would like some answers on: 1. % of employers that â??matchâ?� ? 2. typical percentage or amount matched 3. Do they do it at so many years or immediately? 4. Do you have to be fully vested prior to matching? 5. Any employers that do it right away/ at one year, etc If YOU own a business with similiar demographics or are the advisor to one, w

Retirement planning advisor : After checking many Financial Advisor search websites, I have determined that there are no good financial advisors in my area, so, I am looking for a remote (online) financial advisor that is licensed to practice in California. Most financial planners I have called, either: (1) do not return my phone calls. (2) do not want to offer remote financial advice, or (3) require a minimum net worth of more than 500K (which I do not have). I need to be able to correspond with the financial advisor b

Retirement planning advisor : I went to an AXA financial advisor to plan for my retirement and he insists i get an flexible variable life insurance policy from AXA? Anyone have this insurance from AXA and how does it work? I personally want to put money on IRA's, but he is saying this is a better option for me. I am 29 and single. What do you think?

Retirement planning advisor : I'm trying to set up a retirement plan with my financial advisor. i make a real good salary and don't qualify for the roth IRA or other tax exempt retirement programs. I'm maxing out my 401K. My advisor suggests to open a universal life insurance policy. He points to the tax benefits of these policies as his reasoning in choosing it. I've got good term insurance and don't really need the extra coverage, but when he compared the tax savings on the universal life policy vs things like mutua

Retirement planning advisor : I recently took another job with a better retirement/benefit plan. I had worked for 10 years at another place and wanted to know what should I do with the money that had been put into my retirement plan. I want to roll it over to something else seeing as I'm not contributing to it anymore. I do have a financial advisor, but wanted some other opinions as well.

Retirement planning advisor : to purchase life insurance for investment reasons and retirement planning. Is this a good idea?

Retirement planning advisor : I have a background that allows me to do financial consulting in more than one area including investment advisor / retirement planner, business valuations and business plans. Is it a bad idea to run these all as one consulting shop? Or should I have a seperate DBA for each? Should I not tell my customers I have more than one area of consulting. It makes good sense to offer a multitude of services since I have a masters in finance and undergrauate degree in business, banking experience and

Retirement planning advisor : I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world's jargon (ETF's, IRA's, SIMPLE Plan, etc.) and also how to go about researching stocks. Where would I start? I really don't have any knowledge of these things besides tid bits I picked up around the office. Any book suggestions for a beginner or any links?

Retirement planning advisor : I currently have $50K earning 5% in a money market. I am 32 years old and an officer in the Marine Corps. I also have about 5K in retirement plan of a prior employer. I would like to roll that money into my own retirement plan but am not sure how to do it. My main concern at the moment is that I know I can get a much better return on my savings but I'm not sure how to do it. Because of my job I don't have access to a financial advisor during normal working hours. I am looking for low to

Retirement planning advisor : My wife and I recently started variable universal life insurance policies. We are paying about $600 a month toward the policy on top of what we are each contributing to our 401k plans. We are both under 30 yrs. old, and are trying to get a good start on our retirement. Should we be investing in IRA's or something else instead? We both supported ourselves before we got married, so do we even need life insurance right now since we don't have children yet? Our advisor works for New York Life

Retirement planning advisor : I do not know of any 401K or IRA available investments in any of the plans I have from 3 jobs that would have provided an actual return any where near 8-9% compounded interest per year over the past 10 years. What real investments would have done this well among commercially available mutual funds (growth, small cap, bond, etc), and how do I pick one of those? I've never seen one. The good picks are break even over that time period, and the absolute best choices may have increased by 50% in

Retirement planning advisor : Don't get me wrong. I believe in saving for the future and I max out my 401(k), however it seems like companies, advisors, and planners stress you should be saving more because you "won't have enough" when you retire. I want to enjoy some of it now and still plan for the future, yet my advisor warns me that I'll still fall way short. All the financial publications seem so worried about not having enough. Is this overblown? Or should I sock it all away and live minimally?

Retirement planning advisor : I really would like to manage my money more efficiently, however, every time I try to find a financial advisor, it's someone who helps with decisions about investment portfolios and retirement plans. That's great, but I'm not at that point yet. I need help with the basics: paying down student loans, straightening out credit issues, setting a budget, and so on. What type of professional do I need?

Retirement planning advisor : I am a junior in college majoring in Banking and Finance. I am highly interested in working in investments and helping people plan for retirement. I aced a class project dealing with this and my teacher, as well as the whole class, said I found my niche. However, besides doing well in school, what are some steps or career paths I can follow to become a financial analyst. I am really passionate about helping people plan for retirement and I also see that it pays great money but you have to have

Retirement planning advisor : I'm 40 and plan to pay my 2 kids (approx $1200/year) for helping in the family business. My financial advisor suggested putting their money into a RothIRA. Advantage: RothIRA's can be used for college or saved for retirement if they don't attend college. But the salesperson thinks that's nuts, if the kids do attend college the 529s are much better. Well, I do expect they will attend college; which alternative is better? Now, if I choose the RothIRA, I would open the accounts in their names. B

Retirement planning advisor : I am a thirty something M.B.A. with ten years corporate experience considering two job offers. The first offer is for an office manager for a doctors office (good pay, crappy benefits, no retirement plan, low to medium stress, pays $45k annually); the second offer is for a huge bank (A.V.P. position, high stress, high pay $60k annually, long hours, excellent benefits, 401k., medium to high employee turnover and burnout, etc.) a.) Which one should I take? b.) How soon should I accept the offe

Retirement planning advisor : working with my retirement advisor work sheet to figure my retirement goals and needs and they ask for rate of return

Retirement planning advisor : I am a thirty something M.B.A. with ten years corporate experience considering two job offers. The first offer is for an office manager for a doctors office (good pay, crappy benefits, no retirement plan, low to medium stress, pays $45k annually); the second offer is for a huge bank (A.V.P. position, high stress, high pay $55k annually, long hours, excellent benefits, 401k., medium to high employee turnover and burnout, etc.) a.) Which one should I take? b.) How soon should I accept the o

Retirement planning advisor : My share of an inheritance from my mom will be $135,000. Her financial advisor says that if paid to me in a lump sum, about $50-55,000 will be taxable as ordinary income. I took a 2nd mortgage last year on my house to buy a vacation home that needs some work in order to be usable for myself and as a seasonal rental. I owe $95,000 on the 6.5% loan; repairs and upgrades will run about $35,000. Getting this house in order is a top priority. I hope to retire next year, and planned to sell the

Retirement planning advisor : I have a question about early withdrawal from Roth IRA account. I have been investing money from my Roth IRA account tax free for 3 months now, I see some growth in it, and plan to do more aggressive investment to grow the money.... I know it is not a good decision to make because I might lose them all, again, I am only 26, I afford to lose that $2000 and start from scratch again.... Anyway, I plan to invest and grow my $2000 to $30,000 in 2-5 years. There are several exception to touch the