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Personal Financial Planning : How To Find The Right Estate Planner For You onal Financial Planning : How To Find The Right Estate Planner For You by: News Canada Five must-ask questions (NC)-Beware of estate planners charging little or nothing to draft your estate plan. They are likely earning a commission on the investment products they recommend - which could compromise the objectivity of their advice. And note that competent estate planners should offer a holistic approach to estate planning. That is, an objective and skillful adviser provides more than investment strategies or financial planning advice. When looking for the right adviser, consider these key questions: - What is your previous experience and have you worked with clients like me?
- Do you have in-depth knowledge of relevant legislation such as income tax law, provincial family law and probate acts?
- How do you set your fees? Do you sell life insurance, mutual funds or other investment products?
- I would like to set time lines
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Goldman Sachs closes below IPO priceGoldman Sachs closes below IPO price
By Aaron Siegel
November 20, 2008, 3:49 PM EST
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Shares of The Goldman Sachs Group Inc. closed below their initial offering price of $53 on Thursday, a first since the company went public in ...As Citi nose-dives, Saudi prince buysAs Citi nose-dives, Saudi prince buys
By Andrew Coen
November 20, 2008, 11:57 AM EST
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Citigroup Inc.’s stock price nose-dived 30% today in the steepest percentage decline ever for the Wall Street giant, which has lost more than ...Fidelity shakeup spotlights breakaway brokersFidelity shakeup spotlights breakaway brokers
By Sue Asci
November 20, 2008, 3:09 PM EST
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Fidelity Investment’s decision last week to replace the head of its adviser unit with an executive from Morgan Stanley is another sign ...Paulson: No more ‘too big to fail’Paulson: No more ‘too big to fail’
By Aaron Siegel
November 20, 2008, 3:43 PM EST
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Treasury Secretary Henry Paulson Jr. today outlined a blueprint to reform the regulatory system and correct the flaws that caused the financial c...T. Rowe launches global fundsT. Rowe launches global funds
By Aaron Siegel
November 20, 2008, 3:18 PM EST
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T. Rowe Price Group Inc. of Baltimore has launched two funds aimed at providing investors with exposure to the markets in Europe, Asia and the America...Stocks dive as auto rescue stallsStocks dive as auto rescue stalls
By Isabelle Clary, Pensions & Investments
November 20, 2008, 4:39 PM EST
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US stocks plummeted today as lawmakers said a plan to save the US automotive industry is postponed until next month, ...Economic outlook bleak, index saysEconomic outlook bleak, index says
By Aaron Siegel
November 20, 2008, 12:48 PM EST
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The Conference Board's index of leading indicators, which measures the economic outlook for the next three to six months, fell 0.8% in October ...More insurers set their sights on TARPMore insurers set their sights on TARP
By Darla Mercado
November 20, 2008, 3:29 PM EST
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This week, three more insurers announced their intentions to apply for to the Department of the Treasury’s Capital Purchase Program.
The ...Unemployment claims reach 16-year highUnemployment claims reach 16-year high
By Aaron Siegel
November 20, 2008, 1:02 PM EST
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The number of Americans filing claims for first-time unemployment benefits rose by 27,000 to a seasonally adjusted 542,000 for the week ...Traditional advice will not help retireesTraditional advice will not help retirees
By Charles J. Farrell
November 20, 2008
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Traditional investment advice won’t help retirees deal with the current market environment.
Advisers need to change their strategies to meet ...Ambac to settle $3.5B in mortgage debt exposureAmbac to settle $3.5B in mortgage debt exposure
By Darla Mercado
November 20, 2008, 3:45 PM EST
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Ambac Financial Group Inc. of New York said that it has reached an agreement with its counterparties to terminate $3.5 billion of ...SEC moves to simplify prospectusesSEC moves to simplify prospectuses
By Sara Hansard
November 20, 2008, 10:37 AM EST
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The Securities and Exchange Commission voted unanimously today to require that mutual funds provide investors with simpler, plain-English ...MFS lays off 5% of workersMFS lays off 5% of workers
By Sue Asci
November 20, 2008, 3:55 PM EST
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MFS Investment Management of Boston today announced the firm is cutting 90 jobs, representing about 5% of its work force of about 1800.
“The reduction is ...Traditional advice will not help retireesTraditional advice will not help retireesMavericks’ Cuban blogs his innocenceMavericks’ Cuban blogs his innocence
By Aaron Siegel
November 19, 2008, 12:25 PM EST
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Entrepreneur Mark Cuban, owner of the NBA’s Dallas Mavericks, is defending himself on his website against insider trading charges that the ...Fidelity names new head of RIA unitFidelity names new head of RIA unit
By Sue Asci
November 19, 2008, 5:26 PM EST
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Fidelity Investments of Boston today named Michael Durbin as president of its institutional wealth services division, which provides trading, ...The Detroit solutionThe Detroit solution
By Evan Cooper
November 19, 2008
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It’s taken decades of hard work, but Detroit has managed to ruin the reputation of practically all its brands.
I’m old enough to remember the “forward look” and “extra ...Slow road to recovery, Fed saysSlow road to recovery, Fed says
By Aaron Siegel
November 19, 2008, 5:22 PM EST
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The Federal Reserve significantly cut its outlook for economic growth as the slowdown in growth abroad and incoming information on economic ...Schwab not interested in E*Trade buySchwab not interested in E*Trade buy
By Jed Horowitz
November 19, 2008, 1:39 PM EST
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The Charles Schwab Corp. is not interested in buying competitor E*Trade Financial Corp., at least not before any potential bankruptcy, a ...A suspicious Cuomo eyes AIG bonusesA suspicious Cuomo eyes AIG bonuses
By Darla Mercado
November 19, 2008, 12:23 PM EST
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New York Attorney General Andrew M. Cuomo queried AIG in a letter yesterday about what the insurer was planning to do about bonuses.
Since ...Tamed energy prices prompt 1% CPI dropTamed energy prices prompt 1% CPI drop
By Aaron Siegel
November 19, 2008, 1:30 PM EST
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The consumer price index, a key indicator of inflation, fell 1%, marking the largest monthly decline since the index was first computed in 19...Morningstar database to provide new analyticsMorningstar database to provide new analytics
By Aaron Siegel
November 19, 2008, 2:14 PM EST
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Morningstar is creating a database for US pensions, endowments and foundations, providing the public with insight into private and ...US stocks fall over more recession concernsUS stocks fall over more recession concerns
By Isabelle Clary, Crain's Pensions & Investments
November 19, 2008, 4:38 PM EST
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US stocks plunged today, with the Dow Jones industrial average closing below 8,000 on news that ...State regulators to feds: 'Don't marginalize us'State regulators to feds: 'Don't marginalize us'
By Dan Jamieson
November 19, 2008, 12:56 PM EST
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State securities regulators today warned federal policymakers not to enact regulatory reforms that might cut state powers.
“...FundQuest builds platform for SigmaFundQuest builds platform for Sigma
By Sue Asci
November 19, 2008, 11:38 AM EST
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Sigma Planning Corp. and FundQuest Inc. today announced the launch of a managed account platform for Sigma’s network of 500 advisers.
The ...Citigroup's fall from grace: no longer No. 1Citigroup's fall from grace: no longer No. 1
By Aaron Elstein, Crain's New York Business
November 19, 2008, 4:48 PM EST
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Citigroup Inc., which not long ago ranked as the largest bank in the world, as of Wednesday slipped to ...Bettinger: Schwab layoffs could continueBettinger: Schwab layoffs could continue
By Jed Horowitz
November 19, 2008, 1:47 PM EST
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The financial services industry’s problems have not yet reached bottom, Charles Schwab, the founder and chairman of the eponymous San Franc...Consumer-directed health plans gain tractionConsumer-directed health plans gain traction
By Darla Mercado
November 18, 2008, 2:01 PM EST
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There are more enrollees in consumer-directed health plans this year than last, and those individuals are more likely to have higher ...Index annuities see third-quarter uptickIndex annuities see third-quarter uptick
By Darla Mercado
November 18, 2008, 6:01 AM EST
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Index annuity sales crept up during the third quarter, hitting $6.7 billion, according to data from AnnuitySpecs.com of Pleasant Hill, Iow...Barclays hops on no-bonus bandwagonBarclays hops on no-bonus bandwagon
By Aaron Siegel
November 18, 2008, 12:11 PM EST
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Barclays PLC said that it won’t pay its top executives an annual bonus this year, following similar announcements by the The Goldman Sachs ...Oppenheimer & Co. charged with ARS fraudOppenheimer & Co. charged with ARS fraud
By Sue Asci
November 18, 2008, 2:34 PM EST
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Massachusetts Secretary of the Commonwealth William Galvin today charged Oppenheimer & Co. Inc. with fraud and unethical conduct in the sales ...Execs charged with multimillion-dollar fraudExecs charged with multimillion-dollar fraud
By Andrew Coen
November 18, 2008, 3:18 PM EST
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The Securities and Exchange Commission today charged four financial services workers with engaging in a fraudulent scheme to overvalue ...Yearend tax issuesYearend tax issues
By Michael Eisenberg
November 18, 2008
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Situation:This is the perfect time for your clients to fine-tune their 2008 tax situation and make certain moves to save money. As the end of the calendar-year approache...Bummed builders look to government for aidBummed builders look to government for aid
By Janet Morrissey
November 18, 2008, 3:36 PM EST
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Homebuilder sentiment in November sank its lowest level since January 1985, as shaken builders seek assistance from a higher power.
...Paulson nixes Big Three bailoutPaulson nixes Big Three bailout
By Andrew Coen
November 18, 2008, 12:55 PM EST
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The federal government’s Troubled Asset Relief Program should not be used to pull back America’s top three automakers from the brink of bankruptcy, ...BlackRock latest firm to slash jobsBlackRock latest firm to slash jobs
By Aaron Siegel
November 18, 2008, 2:03 PM EST
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BlackRock Inc. will cut jobs this week for the first time in the company's 20-year history, making it the latest asset management firm to ...Art with a wine twistArt with a wine twist
By Maureen Wilke
November 17, 2008
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Background: This month, we’ve been concentrating on giving thanks by giving back. Our focus, specifically, is on holiday events that give back to your communities and ...Putnam shakes up lagging equity divisionPutnam shakes up lagging equity division
By Sue Asci
November 17, 2008, 12:29 PM EST
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In a bid to boost its lagging fund performance, Putnam Investments of Boston announced today that they are merging six equity funds, moving ...Stocks drop on recession fears, Citigroup cutsStocks drop on recession fears, Citigroup cuts
By Isabelle Clary, Pensions & Investments
November 17, 2008, 4:41 PM EST
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US stocks fell today on fears of a global recession while Citigroup Inc. announced plans to cut 52,000 jobs...Wall Street giants' estimates slashedWall Street giants' estimates slashed
By Andrew Coen
November 17, 2008, 3:09 PM EST
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Morgan Stanley and The Goldman Sachs Group Inc. both had their fourth-quarter estimates cut by analysts in research notes published today.
...Four carriers take refuge under TARPFour carriers take refuge under TARP
By Darla Mercado
November 17, 2008, 11:24 AM EST
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Four more insurers have lined up to become banks in the hopes of qualifying for some money from the Treasury’s Troubled Asset Relief Program...Merril reps overwhelmingly go for BofA dealMerril reps overwhelmingly go for BofA deal
By Dan Jamieson
November 17, 2008, 5:06 PM EST
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More than 90% of Merrill Lynch & Co. Inc. of New York reps who were offered a retention bonus by Bank of America Corp. of Charlotte, NC ...Citi's Pandit to ax 52,000 jobsCiti's Pandit to ax 52,000 jobs
By Aaron Siegel
November 17, 2008, 11:32 AM EST
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Citigroup Inc., the financial services behemoth, will cut up to 50,000 jobs as the company aims to lighten its balance sheet amid poor credit ...Schwab’s Goldman exits as RIA unit reorganizesSchwab’s Goldman exits as RIA unit reorganizes
By Jed Horowitz
November 17, 2008, 1:54 PM EST
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Charles Goldman, 47, executive vice president of Schwab Institutional, who has run the registered investment adviser business of The ...PeoplePeople
November 16, 2008, 6:01 AM EST
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Transamerica Retirement Services of Los Angeles has named Jennifer Giampaolo, 32, regional vice president of the New England office, which is based in Needham, Mass. She has more than 10 yea...Investor and adviser viewpointsInvestor and adviser viewpoints
November 16, 2008, 6:01 AM EST
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Surveys conducted between Nov. 3, 2008 and Nov. 12, 2008. Investor data was gathered by an unaffiliated third party, TNS Custom Research, Inc., on behalf of ...Tax-managed funds ranked by YTD performanceNovember 16, 2008
Tax-managed funds ranked by YTD performance
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Rank
Fund
Ticker
Assets ($M)
% change YTD
% change 1-year
% change 3-year
Expense ratio
Toll-free number
Portfolio manager
1
Alpine ...Redefining long-term diversificationRedefining long-term diversification
The market slump forces financial advisers to rethink retirement allocationsSEC takes a step backward on disclosureSEC takes a step backward on disclosure
November 16, 2008
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In a move that has received scant public attention, the SEC this month put into place changes that could harm investors. Specifically, an SEC interpretive release on ...Investing for social impact lures investorsInvesting for social impact lures investors
Aim is to identify underserved communities in the United States and internationally
By Scott J. Budde
November 16, 2008
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Community and proactive investing refers to [socially ...
and how can you help me meet those deadlines? Can you refer me to other professionals, as needed, such as a lawyer or an accountant?For more information, visit www.GrantThornton.ca. Grant Thornton LLP is a leading Canadian firm of chartered accountants and management consultants. About The Author
News Canada provides a wide selection of current, ready-to-use copyright free news stories and ideas for Television, Print, Radio, and the Web. News Canada is a niche service in public relations, offering access to print, radio, television, and now the Internet media, with ready-to-use, editorial "fill" items. Monitoring and analysis are two more of our primary services. The service supplies access to the national media for marketers in the private, the public, and the not-for-profit sectors. Your corporate and product news, consumer tips and information are packaged in a variety of ready-to-use formats and are made available to every Canadian media organization including weekly and daily newspapers, cable and commercial television stations, radio stations, as well as the Web sites Canadians visit most often. Visit News Canada and learn more about the NC services. In recent industry surveys (FP500, Bottom Line), Grant Thornton ranks among the top five largest firms of chartered accountants and management consultants in Canada.
Here are some more estate planning articles...
Panama's Real Estate Boom
By Steven Rich, MBA
PANAMA’S NEW REAL ESTATE BOOMBy: Steven Rich, MBAMarketing Manager forPanama Offshore Legal Serviceshttp://www.panama-offshore-services.comDONALD TRUMP can't be wrong, Read more...
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Forever Changing The St. Louis Real Estate Landscape
By John Smith
A new company has emerged in the St. Louis Real Estate market. On June 15, 2006, Jim Hurley and findingstlouishomes.com began carving out a niche as the premier website for Expert Realtors in Metro Read more...
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Take the Team Approach to Estate Planning
By Courtesy of ARA Content
(ARA) - When it comes to planning a party, most people are sticklers for details. They make sure they have enough food, the right music and the perfect theme; yet when it comes to estate planning, Read more...
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At Home With Bank Foreclosure Procedures: Advantages Of Staying Informed
By David Yuri
Those with a preference for dealing with a bank foreclosure rather than with other types of foreclosures have got their good reasons. A real estate owned house (REO) is a foreclosure real estate Read more...
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