By Jaeyoung Yang, CFP
What kind of plans and resolutions should a financial planner have for the New Year? A financial planner suggests financial plans to clients and assists them in their implementations, providing continued monitoring. Therefore, he or she ought to continue to develop new plans for clients’ financial planning to incorporate them in his or her portfolio. In a new year, governments revise laws and regulations, some of which concern financial planning.
Continue reading Financial Planning Resolutions: Read the Changes and Walk a Step Forward
By Suresh Sadagopan, CFP
A new year has dawned on us. It’s a relief that 2011 is out of the way! But is 2012 going to be a better year? If you go by what the Mayans want you to believe, you don’t have to worry – as the world will come to an end, anyway! If however you believe that this is just another 1984 scare and nothing more than the periodic Armageddon predictions, then we have work to do.
Continue reading God, Give Us A Better Year in Financial Planning
By Martin Iglesias, CFP
Have you ever heard a Bossa Nova? If the answer is no, I can only tell you one thing: you should. Bossa Nova is a Brazilian rhythm with an unmistakable harmonious melody. Sounds like Jazz, but it´s not Jazz. It sounds like samba, but it’s not. The funny thing is that being Jazz and samba so different it seems impossible that something resembles both simultaneously.
Continue reading Bossa Nova and New Years Resolutions
by Daehong Kwon, CFP
While I personally have many plans and resolutions for the year of 2012, I have culled the followings related to Financial Planning (FP) practice, arranged by their head letter “R”:
Remember the Recession
After the subprime mortgage crises of 2008, we saw some signs of economic recovery in some parts of the world. Then, the fear of a recession swept around the world once again.
Continue reading Six Financial Resolutions Enunciated in 6R
By Warren Ingram, CFP
TZANEEN, SOUTH AFRICA: I believe that 2012 is likely to be another very difficult year in the investment markets. This is going to make financial planners’ lives very difficult as more investors become disillusioned with their savings and investments. In addition, regulatory pressure on advisors is likely to increase as governments try to prevent future financial disasters through over-regulation.
Continue reading 2012: Planning for a Difficult Year
By Junesoo Chang, CFP
2012 is the 6th year since I began financial planning as my second career. Compared to most of my former bank colleagues who completely retired, I work actively enjoying my new career. I am proud of myself, as I have survived in the field for the last five years and I’m confident for the future. The New Year is meaningful to me in the sense that I turn 60 and I’m entitled to a national pension plan.
Continue reading New Year’s Resolutions and Thinking about Retirement
By Tobias Maag, CFP
Resolutions: one word with several possible connotations: In business, politics, law, arts, mathematical logic, our personal life and many other areas which touch the world’s and our personal development on a daily basis.
Certain dates or circumstances seem to be the perfect catalyst for us, as individuals, to set resolutions. For many who follow the Christian calendar this date happens to be New Year’s Eve.
Continue reading Common Sense: The Best New Year’s Resolution
By Mukesh Dedhia, CFP
“There are some people, who live in a dream world, and there are some who face reality; and then there are those who turn one into the other.”
- Douglas H. Everett
As a child, I had always dreamt of having a lavish office and leading my subordinates. I had always dreamt of being a leader and running my own business. Not knowing then, at all how I would get there, but the will within was strong. Today, I am actually living my dream. The journey here has not been a cake walk, as it seemed in the childhood dream, but the pride and satisfaction of
Continue reading New Year’s Resolutions and the Power of Dreaming