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Tag: financial planning
Stock trades, financial planning lead to big profit jump at Raymond James
2014-07-24 13:44:03| Apparel - Topix.net
The St. Petersburg-based financial services firm reported net income of $122.7 million, or 85 cents a share, for the three months ended June 30, compared to net income of $83.9 million, or 59 cents a share, in the same quarter a year ago.
Kenneth Petersen, Financial Planning: Should I name my estate as my IRA beneficiary?
2014-06-12 20:05:27| Footwear - Topix.net
Q About 5 years ago I changed beneficiaries on my IRA's. Things keep changing as time goes on and I am wondering if I remove the named beneficiaries and just list "Estate" or nothing at all on my beneficiary forms would the distribution upon my passing be governed by my current Will? I ask because updating a Will is simple and easy and I don't need ... (more)
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Financial Planning Software offers progressive tax analysis.
2014-02-18 14:33:37| Industrial Newsroom - All News for Today
Supporting cash-flow based financial planning, AdvisorVision™ enables advisors to analyze cash in-flows and out-flows over client's lifetime, across all financial goals, and expose risk and debt in single, illustrative view. Advisors can also model lifetime tax impact of investment decisions with program's progressive tax engine, providing greater insight to help clients control amount or timing of plan contributions, withdrawals, deductions, conversions, gifts, and donations. This story is related to the following:ServicesSearch for suppliers of: Accounting & Financial Software |
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NAR takes stake in financial planning tool, Planwise
2014-01-23 06:23:49| Real Estate - Topix.net
Real estate startup Planwise has closed a funding round with an investment from Second Century Ventures, a 5-year-old venture capital fund of the National Association of Realtors.
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2012 Financial Planning Survey
2013-09-06 22:36:30| PortlandOnline
Prior to the creation of the City Budget Office the Financial Planning section of OMF conducted a customer survey using SurveyMonkey related to the budget development process. For more information contact Jeramy Patton at 503-823-6961 PDF Document, 34kbCategory: City Budget Office
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financial planning