Personal Finance, Financial Planning, and Investment Management tidbits
Posted in Events, NAPFA, Risk Management on Nov 2nd, 2009
Risk management is a integral part of a comprehensive financial plan. Your health, family, and home are important and need to be kept safe. Join NAPFA-Registered Financial Advisor Roseann Bove, CFP, CLU in a NAPFA consumer education webinar on November 6th, 2009 at 11am pacific. Roseann will provide information on how you can protect the [...]
Jason Zweig is a highly respected personal finance writer and editor of The Intelligent Investor column in the Wall Street Journal. He raises the issue of a “fiduciary standard” versus a “suitability standard” in his most recent column.
One of the key differences between a NAPFA Fee-Only advisor and a broker is that NAPFA advisors serve [...]
Posted in Events, NAPFA, Uncategorized on Mar 17th, 2009
As part of the Money Bus tour, NAPFA is sponsoring a free workshop at the Beaverton City Library on March 26th from 6:00pm to 8:00pm in the Conference Room. The agenda includes a short presentation on the basics of personal finance and a Q & A session. If you can’t make it downtown during the day, [...]
The NAPFA Your Money Bus tour is making a stop in Portland on March 26th at Pioneer Courthouse Square from 10:00am to 3:00pm. NAPFA volunteers will be distributing basic information about budgeting, taxes, debt management and savings. They will also be available to answer general questions relating to individual finances.
You’re probably thinking “what’s the catch”, [...]
Posted in In the news on Dec 6th, 2008
I’m featured on the National Association of Personal Financial Advisors (NAPFA) website, with a Tips from the Top message about Medicare open enrollment. Check it out at www.napfa.org