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Financial Planning

A collection of news and information related to Financial Planning published by this site and its partners.

Top Financial Planning Articles see all

Displaying items 1-5
  • Awards, honors for Lehigh Valley residents

    State Sen. Pat Browne will be honored as Senator of the Year by The Arc of Pennsylvania. The organization honors legislators annually who have demonstrated leadership to address the needs of Pennsylvanians with intellectual and developmental disabilities and their families. Browne, co-chaired the Special Education Funding Commission in 2013. The commission was created with the passage of Act 3, unanimously passed by the Senate and the House of Representatives and signed into law on April 25, 2013. The commission recommends the establishment of a new special education funding formula to ensure that funding is adequately and equitably distributed. Throughout years of advocacy efforts, Browne has been a tireless champion for students and families The Arcs represents.
  • Sen. Warner, Holly Petraeus, talk finances with Norfolk sailors

    Sen. Warner, Holly Petraeus, talk finances with Norfolk sailors
    Sen. Mark R. Warner and Holly Petraeus met with about 150 sailors at Naval Station Norfolk Thursday to talk about personal financial planning and consumer protection. Since last year's data breach at Target that affected millions of consumers, Warner...

    Woman Pioneer in Finances Dies At 72

    Woman Pioneer in Finances Dies At 72
    FARMINGTON — Ednalou Ballard, a financial planner at Ballard Associates and a member of the Farmington Rotary Club, died Feb. 28. She was 72. Ballard, who was originally from Pennsylvania, attended Temple University and graduated with a bachelor's...

    Helping clients choose annuities or lump sums

    (Reuters) - Your client plans to retire soon and his employer's defined benefit plan offers a choice: take a monthly pension or a lump sum distribution that can be rolled over to an Individual Retirement Account. The client wants your input because a good...

    Odysseas Papadimitriou: Consumers, businesses alike to benefit from financial adviser reviews

    America needs better financial advice. From the dot-com bubble to the Great Recession and beyond, we haven't exactly made the best financial decisions in recent years. And we have more than $839 billion in outstanding credit card debt as well as more than...