Mississippi Business Journal » financial planning

TROTTER: Spenders and savers are linked by asset conservation

Ike Trotter — Fri, 03 May 2013 20:44:18 +0000

For this article, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed [...]

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Organization keeps planners, advisers up to date on regulatory changes

Lynn Lofton — Fri, 03 May 2013 20:41:27 +0000

Keeping members up to date with changes that affect their profession is a large part of what the Mississippi Chapter of the Financial Planning Association does. Members and other professionals gathered recently to earn four hours of continuing education credits as they learned how changes in the regulatory landscape will affect them. More quarterly forums [...]

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It’s time to take stock of your financial situation

Nancy Anderson — Fri, 03 May 2013 20:37:24 +0000

The best advice is worth repeating until people take it to heart and follow it. For your waistline, it’s something like, “eat less, exercise more.” The best advice for your wallet might well be “spend less, save more.” Nancy Lottridge Anderson, a chartered financial analyst, offers advice to clients at New Perspectives Inc., her investing [...]

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A nice tax surprise for April

Ike Trotter — Sat, 09 Feb 2013 00:39:28 +0000

Anytime I write about financial products that are also offered through my practice, I run the risk with this column of taking what some may view as unfair advantage of promoting products I also happen to write. While I think my many years of writing a financial column has dispelled this notion, I am sensitive [...]

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Financial Planning: Tax-managed portfolios can mean percentage points

Contributing Columnist — Sun, 06 May 2012 06:01:12 +0000

By Stan Purvis The ongoing public policy debate on federal income and estate taxes has increased investor concerns. Investors are concerned about the uncertainty of new tax laws and the impact the tax increases will have on their lives and family. The ballooning federal annual deficit and federal debt and how to best deal with [...]

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Read May 7 issue of the MBJ

MBJ Staff — Fri, 04 May 2012 06:01:03 +0000

>> REAL ESTATE Large stores specifying whom they must have as neighbors— By Ted Carter Also in this week’s paper: >> KEMPER UPDATE Independent monitor: Kemper contingency 91 percent gone— By Clay Chandler >> Q&A David Carn, Baker Donelson— By Clay Chandler >> MARTY WISEMAN Redistricting a consequence of 2012 election >> NANCY ANDERSON Figuring [...]

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Strategic Financial Partners opens new office

Wally Northway — Fri, 25 Feb 2011 00:13:41 +0000

OXFORD — Memphis-based Strategic Financial Partners is pleased has opened a new office location in Oxford. The new office is located on the Square in Oxford at 103 North Lamar Boulevard, Suite 202. The local Oxford office will be anchored by financial advisor W. Joel Bell, CFP. Strategic Financial Partners offers a broad array of [...]

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Career change proves fruitful for Phillips

Laura Smith — Sun, 02 May 2010 06:01:51 +0000

Phillips loves the fraternal nature of Woodmen of the World Three years ago, Kenny Phillips was mulling a career change when he had a discussion with a hunting and fishing buddy he admired who was a state manager for Woodmen of the World. He’d recently begun asking himself some tough questions: where he saw [...]

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Families re-evaluating investment plans

Laura Smith — Sun, 02 May 2010 06:01:43 +0000

Ridgeway: The right thing to do in this economic climate is counter to the intuitive thing to do Mississippi families are reevaluating their investments and coming to understand the importance of savings due to the economic decline, financial advisors said. “Families are getting rid of some of their discretionary spending and are beefing up [...]

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