Financial Tunes

Certified Financial Planner News

Roseman: One-day miracles solve complaints for Star readersSaturday, March 13, 2010 @ 3:48AMI call them "one-day miracles," the complaints I can get resolved in hours after readers spend days and weeks failing to get a response.

4 to challenge Roberts for supervisor seatSaturday, March 13, 2010 @ 2:13AMJust nine days ago, it looked like county Supervisor Ron Roberts would cruise to re-election unopposed for the third time in his career.

Candidates file for June ballotFriday, March 12, 2010 @ 10:27PMFriday was the deadline for candidates to file nominating papers for the June election.

Simple and effective estate planning strategiesThursday, March 11, 2010 @ 9:14PMWhy do people do estate planning? There are lots of reasons: maximize the value; minimize the taxes; include or exclude a specific person; support a charity, etc.

The Super Bowl for local runners: The Boston MarathonThursday, March 11, 2010 @ 5:42PMBoston! There is no more famous marathon in the world than the Boston Marathon. There are more challenging courses, there are more picturesque venues and there are more exotic locales.

People on the MoveThursday, March 11, 2010 @ 1:18PMTingwei Chiang has earned the Certified Financial Planner designation. The national comprehensive pass rate was 54 percent for the exam cycle and she was successful in passing on the first attempt. She has worked for Financial Insights Inc. for five years and has a bachelor's degree in economics from the University of Washington.Virginia Bruce CFP has been promoted to chief investment strategist ...

Time for industry groups to merge: MatrixTuesday, March 9, 2010 @ 5:28PMAdviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity.

The benefits of a tax planTuesday, March 9, 2010 @ 5:16PMThis fact of life probably won’t surprise you: the number one expense for nearly every Canadian is … taxes. However, it is very possible to legitimately save on taxes now and in the future with the right tax plan.

7 steps to a 2010 Roth IRA conversionTuesday, March 9, 2010 @ 5:00AMUncle Sam is offering IRA-conversion perks this year. Here's how you can capitalize on them.