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By Staff Writer |
May 1, 2007
The IA 25 marks its fifth anniversary in 2007, and each year it gets harder to limit the number of influential people to just 25....
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By Marie Swift |
March 1, 2007
Try asking these questions at a social gathering: "How much money will you need to enjoy a comfortable retirement? How much does that mean you...
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By Kara P. Stapleton |
November 1, 2006
The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and...
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By Norman M. Boone |
June 1, 2006
Most people today spend very little time thinking about their own future. The immediate demands of work, family, organizations, friends and life in general take...
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By Melanie Waddell, AdvisorOne |
April 1, 2006
David Maurice and Lois Carrier are strong believers in making sure clients are financially and emotionally prepared for retirement. "People have to emotionally adjust to...
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By Staff Writer |
May 1, 2005
Groucho Marx once famously proclaimed that he wouldn't care to join any club that would include him as a member. So what are we to...
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By Staff Writer |
April 1, 2005
"The Great Divide" (February 2005) made strong assertions about the current state of financial planning. I am a 22-year-old newly-minted fee-only financial planner and while...
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By Staff Writer |
February 1, 2005
It's December and there's snow on the ground outside George Kinder's office, a couple of blocks from Harvard Square in Cambridge, Massachusetts. So you can't...
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By Staff Writer |
September 13, 2002
Back in May of 1999, George Kinder became known as the author of The Seven Stages of Money Maturity (Dell); since then he's parlayed that...
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By Staff Writer |
September 1, 2002
Back in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...