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    Apr 28, 2013 |Column| Orlando Sentinel
  1. Roth IRA rules based on income

    Q: My company has a defined pension plan that it funds entirely. In addition, I contribute 16 percent of my salary to its matching 401(k) plan. Can I also contribute to a Roth account? If so, how much? <em>&mdash; J. E., Davenport</em>
    Q: My company has a defined pension plan that it funds entirely. In addition, I contribute 16 percent of my salary to its matching 401(k) plan. Can I also contribute to a Roth account? If so, how much? — J. E., Davenport A: For individual Roth...

    Tags: 401K, Politics, Interior Policy, Pension and Welfare

  2. May 9, 2013 |Story| Chicago Tribune
  3. Oak Brook attorney, radio host suspended

    The Illinois Supreme Court has suspended an Oak Brook attorney, author and former radio host accused of misappropriating more than $2 million from a client.
    The Illinois Supreme Court has suspended an Oak Brook attorney, author and former radio host accused of misappropriating more than $2 million from a client. The court this week suspended indefinitely Kathleen Niew's license to practice law while her...

    Tags: Illinois Supreme Court, Crime, Law and Justice, Radio, Laws, Entertainment

  4. May 8, 2013 |Story| Reuters
  5. Should you write a book?

    Reuters
    NEW YORK (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation of authorship, but at...

    Tags: Computing and Information Technology Industry, Marketing, McGraw-Hill Incorporated, Authors, Personal Finance

  6. May 8, 2013 |Story| Reuters
  7. YOUR PRACTICE-Should you write a book?

    Reuters
    By Chelsea Emery NEW YORK, May 8 (Reuters) - Wealth managers who think that writing a book will bring them influence and a flood of new clients may want to think again. A nice hardback could bring some respect, say advisers who gave in to the temptation...

    Tags: Computing and Information Technology Industry, Chelsea (Manhattan, New York), Marketing, McGraw-Hill Incorporated, Personal Finance

  8. May 8, 2013 |Story| Chicago Tribune
  9. Oak Brook attorney suspended by state Supreme Court

    The Illinois Supreme Court has suspended an Oak Brook attorney, author and former radio host accused of misappropriating more than $2 million from her clients.
    Tribune reporter
    The Illinois Supreme Court has suspended an Oak Brook attorney, author and former radio host accused of misappropriating more than $2 million from her clients. The court indefinitely suspended Kathleen Niew’s license to practice Tuesday while her...

    Tags: Illinois Supreme Court, Breach of Contract, Trials, Finance, Laws

  10. May 8, 2013 |Story| Hartford Courant
  11. READER SUBMITTED: Simsbury Bank Provides Funds For Improvements To Simsbury Memorial park

    Simsbury
    Simsbury Bank is very pleased to announce that it is the lead sponsor of the Simsbury Little League's capital initiatives, providing $25,000 for improvements and renovations to the Little League facilities at Simsbury Memorial Park. The improvements...

    Tags: Mortgages, Finance, Banking, Economy, Business and Finance, Bloomfield (Hartford, Connecticut)

  12. May 7, 2013 |Story| Los Angeles Times
  13. Many Americans say they can't retire until their 70s or 80s

    It&rsquo;s the new retirement: More than four in 10 Americans think they&rsquo;ll have to work into their 70s or 80s because they can&rsquo;t afford to retire, according to a new survey.
    It’s the new retirement: More than four in 10 Americans think they’ll have to work into their 70s or 80s because they can’t afford to retire, according to a new survey. One in 10 people expects to toil into their 80s, while 32%...
  14. May 6, 2013 |Story| Daily Press
  15. First Command receives Hampton Roads readers' choice award

    For the third consecutive year, First Command Financial Planning has been awarded Hampton Roads Magazine's readers' choice award as &quot;Best Financial Planners" in the region.
    For the third consecutive year, First Command Financial Planning has been awarded Hampton Roads Magazine's readers' choice award as "Best Financial Planners" in the region. This award is a result of the magazine’s annual survey of its readers,...

    Tags: Newport News (Newport News, Virginia), Hampton Roads

  16. May 6, 2013 |Story| Daily Press
  17. USAA plans to move employees to Chesapeake

    USAA plans to move more than 500 employees from its Norfolk regional office to Battlefield Technology Center in Chesapeake, Inside Business reported. Read the full Inside Business story here. The banking services and insurance provider also recently...

    Tags: Norfolk (Norfolk, Virginia), Petroleum Industry, Chesapeake (Chesapeake, Virginia), Banking, Employees

  18. May 5, 2013 |Column| Orlando Sentinel
  19. Family loan must be formalized

    Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when he can. What are the tax consequences with this arrangement? <em>&ndash; T.M., Orlando</em>
    Q: My son graduated from law school in 2006 and owes about $206,000. I want him to pay off one of his loans (about $50,000 with the interest rate of 8.25 percent). I want to give him $13,000 and loan the rest with the condition that he pays it back when...

    Tags: Money and Monetary Policy, Personal Finance, Finance, Economy, Business and Finance

  20. May 5, 2013 |Story| Herald Mail
  21. Business people - May 5

    <span style=&quot;font-size: medium;"><strong>Christian Caine</strong></span>
    Christian Caine SHEPHERDSTOWN, W.Va. — Jennifer Blackford Fountain has been promoted to general manager at Christian Caine in Shepherdstown. In her new position, Fountain is responsible for overseeing all store operations and staffing....

    Tags: University of Missouri , Allegheny Energy Inc., FirstEnergy Corp., Hagerstown (Washington, Maryland), Finance

  22. May 3, 2013 |Story| Reuters
  23. CORRECTED-COMPLY-Regulators eye troubling credentials for advising seniors

    Reuters
    (Corrects that CRPC designation is available from College for Financial Planning, not the Certified Financial Planner Board of Standards) By Suzanne Barlyn NEW YORK, May 2 (Reuters) - Financial advisers may need to be more careful then ever when using...

    Tags: Regulatory Policy and Organizations, Personal Finance, Financial and Business Services, Securities, Finance

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Financial Planning Photos
First Command Financial Planning has been awarded Hampt...
(May 6, 2013)
 First Command Financial Planning has been awarded Hampton Roads Magazine¿s readers¿ choice award as ¿Best Financial Planners¿ in the region. District Advisor Rick Batten accepts this year¿s plaque from Hampton Roads Magazine¿s Brenda Whitlow.
Pierre Galicia, 28, works in accounting What brought yo...
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American Junkie
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$14,954,551* |  Patricia A. Woertz, chairman, president and chief executive , ADM