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Tag Archives: financial planning

FINANCIAL PLANNING: Do you really know what time it is?

Michael Denny

By BECKY GILLETTE It used to be that most people retired at the age of 65. But, today, there are options for retiring earlier, and higher benefits from Social Security for retiring later. The timing of retirement can make a big difference in how much financial freedom someone has during retirement. The number one question when deciding when to retire is, ...

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GENERATION Y: Planners learning to adjust

When it comes to doing business with Millennials, it’s best to be as comfortable using technology as they are. And they were born to it. Pew Research calls Millennials “digital natives.” In a social trends report published in March on Millennials in Adulthood, Pew researchers said Millennials are “at the leading edge of this social phenomenon. They have also taken ...

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TROTTER: Spenders and savers are linked by asset conservation

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 behind. And, it is an ...

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Organization keeps planners, advisers up to date on regulatory changes

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 are being planned for the ...

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It’s time to take stock of your financial situation

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 service and financial planning firm ...

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A nice tax surprise for April

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 to this criticism and do ...

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Financial Planning: Tax-managed portfolios can mean percentage points

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 it has a big impact ...

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Read May 7 issue of the MBJ

>> 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 out the Tunica way >> ...

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Strategic Financial Partners opens new office

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 financial products and services that ...

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Career change proves fruitful for Phillips

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 himself in five years, where ...

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