LEAWOOD, KS, November 04, 2010 (Press-News.org) Yes, it is important to create and stick to a financial plan. The problem arises in transforming that advice from theory into action. In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth ($24.95, CreateSpace Publishing, October 2010), nine financial professionals affiliated with Securities America, Inc., one of the nation's largest independent broker/dealers, have lent their collective 175 years of industry experience to help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams. Plan of Action explores a wide range of financial planning tools and techniques and offers thought-provoking conversations about money, choices, relationships and life.
The chapters in Plan of Action include:
"This Time Isn't Different, but We Should Be" by Kristopher S. Flammang, CRPC (co-owner of LPF Advisors in Sarasota, FL) proposes a re-definition of wealth, success and happiness. The chapter also discusses what wealth doesn't mean in light of the last few years and what it could and should mean moving forward.
"Balanced Wealth Approach to Planning - for a Truly Rich and Fulfilling Life" by Thomas J. Hine, MBA, CFS, CFP, (managing member of Capital Wealth Management, LLC in Glastonbury, CT) introduces the concept of a balanced approach to financial security, health, lifestyle and relationships in order to achieve a more complete and fulfilling life.
"Taking Care of Business" by Andrew E. Oster (founder and president of Oster Financial Group LLC in Edmond, OK) provides professional advice on a range of business planning issues including establishing the most effective structure, ensuring peak operations, planning for retirement and business succession.
"Planning with the Power of Visual Thinking" by Peggy J. Rouillier, CFP (an investment advisor representative with Securities America in Nashville, TN) examines the use of mind mapping as a means to help individuals grapple with complicated concepts associated with wealth management.
"A Most Essential Portfolio Review" by Howard A. Slater, MBA, ChFC, CLU, CFP (founding principal of Cedar Brook Financial Partners, LLC and a partner in the practice of Mannen, Munday and Slater at Cedar Brook in Cleveland OH) provides a plethora of information about insurance assets, a critical yet often overlooked piece of a total portfolio review.
"Retirement Planning for Couples" by Kirk Hulett (senior vice president of strategy and practice management at Securities America Financial Corporation in Omaha, NE) gets the conversation rolling for couples to begin exploring together their visions for retirement.
"Aligning Your Championship Team of Advisors" by Devery "Rusty" Cagle, CFP, CRPC, CAP (founder and president of ASE Wealth Advisors in Greenville, SC) offers a compelling argument for professional collaboration and its role in increasing the effectiveness of financial management.
"A New Model - and Mindset - for Income Distribution" by Patricia J. Hinds, CFP (founder of Granite Financial, Inc. in Saint Cloud, MN) offers a detailed look at retirement income distribution -- an important process in the second phase of life.
"Living a Life of Passion and Purpose," by Brett S. Ellen, CFP (president and chief executive officer of American Financial Network in Calabasas, CA) imparts his financial planning insights regarding tax-advantaged estate planning ideas, educating the next generation and leaving a legacy.
Plan of Action is written in accessible language and is designed to engage any reader seeking sound advice about a variety of financial planning issues appropriate for any economic environment.
Plan of Action: Strategies to Help You Build and Preserve Wealth ($24.95, 192 pages, paperback, ISBN: 978-1-4537-8851-6) is now available at amazon.com.
About Securities America
Headquartered in Omaha, Nebraska, Securities America, Inc. has more than 1,900 financial professionals nationwide with more than $34 billion in client assets under their supervision. Securities America Advisors, Inc. is an SEC-Registered Investment Advisory firm with more than $11.2 billion in assets under management and administration that offers investment management, financial advice and financial planning through financial advisors. As the business growth expert, Securities America's mission is to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Additional information is available at www.securitiesamerica.com.
Creating a Financial Plan of Action: New Book by Consortium of Securities America, Inc. Advisors Provides Financial Planning Tools for Improved Decision-Making
In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.
2010-11-04
ELSE PRESS RELEASES FROM THIS DATE:
Top Tips for Traders with iQuote Insurance
2010-11-04
When you purchase a Traders Insurance policy, we are committed to providing you with the most competitive deal on your Traders policy. Because you are covering your livelihood and vehicle stock, you shouldn't purchase insurance cover purely on price. You should also consider the level of cover required and whether you require additional benefits such as premises or indemnity cover.
We have listed some handy tips designed to save you money on Motor Trade insurance:
- Make sure that any additional drivers you add to your Traders policy are over 25 years of age. Any ...
Michaels Launches Holiday "Six Weeks of Inspiration"
2010-11-04
Michaels, North America's largest arts and crafts specialty retailer, announces "Six Weeks of Inspiration" for the 2010 holiday season, featuring free and low-cost gift and decor-making workshops in all U.S. and Canada stores. Events begin with a holiday open house on Saturday, Nov. 13, from 10 a.m. to 3 p.m. and will continue through December to help customers create personalized gifts and decorations.
In the retailer's annual holiday customer survey, conducted in October, 63 percent of respondents said they plan on making gifts to save money this year. Seventy-five ...
George Wein Announces Sponsorship Opportunities for 2011 Newport Jazz Festival
2010-11-04
For the second time in 25 years, the world-famous Newport Jazz Festival is available for title sponsorship. Founded by George Wein in 1954, the festival was sponsored by JVC for 23 years, followed by CareFusion for the past two years.
CareFusion also sponsored the New York festival in 2010, and a sponsorship package is available for both events. For more information on various packages, contact New Festival Productions at sponsor@newfestivalproductions.com.
"I am grateful for the two years that CareFusion sponsored the Newport Jazz Festival as well as their one ...
Comprehensive nutrition services vital to children's health
2010-11-03
INDIANAPOLIS, IN, November 1, 2010 – School meal programs play a significant role in keeping children healthy and are "the anchor" of comprehensive school nutrition services that improve children's nutritional status, health and academic performance, according to an updated joint position paper from the Society for Nutrition Education (SNE), American Dietetic Association (ADA) and the School Nutrition Association (SNA).
The updated position paper, published in the November/December issue of the Journal of Nutrition Education and Behavior (JNEB), represents the official ...
X-ray crystallography reveals structure of precursor to blood-clotting protein
2010-11-03
ST. LOUIS – Using state-of-the-art robotic and x-ray crystallographic equipment, researchers at Saint Louis University have revealed for the first time the molecular structure of the zymogen, or inactive, form of a blood-clotting enzyme.
In an article published in Proceedings of the National Academy of Sciences, Enrico Di Cera, M.D., chair of the department of biochemistry and molecular biology at Saint Louis University School of Medicine and lead researcher of the study, said the NIH-funded research offers important information about the protein.
"This research is ...
Fox Chase researchers identify risk factors for the spread of breast cancer to lymph nodes
2010-11-03
SAN DIEGO, CA (November 1, 2010)—Breast cancer, one of the most prevalent cancers in women, afflicts an additional 200,000 women each year and causes about 40,000 deaths annually. The disease often extends to neighboring lymph nodes, in part, through lymphovascular invasion (LVI)—a process in which cancer cells invade blood vessels or the lymphatic system—and can often translate into a poor prognosis for patients. Some scientists argue that evidence of LVI does not necessarily mean that the disease will recur in the lymph nodes after radiation to the breast alone, but ...
Radically simple technique developed to grow conducting polymer thin films
2010-11-03
Oil and water don't mix, but add in some nanofibers and all bets are off.
A team of UCLA chemists and engineers has developed a new method for coating large surfaces with nanofiber thin films that are both transparent and electrically conductive. Their method involves the vigorous agitation of water, dense oil and polymer nanofibers. After this solution is sufficiently agitated it spreads over virtually any surface, creating a film.
"The beauty of this method lies in its simplicity and versatility," said California NanoSystems Institute (CNSI) researcher Richard ...
Einstein launches SuperAgers.com to spotlight aging research
2010-11-03
VIDEO:
SuperAgers.com website features aging research and video portraits of centenarians.
Click here for more information.
November 1, 2010 – (BRONX, NY) – Albert Einstein College of Medicine of Yeshiva University has launched SuperAgers.com, a new website that features the latest information on more than a decade of aging research at Einstein.
The SuperAgers.com website highlights the work of Nir Barzilai, M.D., director of the Institute for Aging Research and a team of ...
Lombardi research: Robotic radiosurgery offers palliative care for hilar lung tumors
2010-11-03
Washington, DC – Patients report decreased pain and improved breathing following treatment of their hilar tumors with robotic radiosurgery, but researchers say the therapy falls short of improving survival. Still, the study, conducted by researchers at Georgetown Lombardi Comprehensive Cancer Center and presented today at the annual meeting of the American College of Chest Physicians in Vancouver, BC, represents the first of its kind to document the use of radiosurgery for hilar tumors and presents a novel therapy option.
For the study, researchers reviewed the ...
In flies, a search for the essence of obesity
2010-11-03
Fruit flies that grow obese after eating a diet loaded with fat could lead the way to the core elements of obesity, according to researchers who report their findings in the November issue of Cell Metabolism, a Cell Press publication.
The findings also get at obesity's origins. The demonstration that flies do become obese on a high-fat diet (HFD), much as humans do, indicates that the ability to become obese goes way, way back, the researchers say.
"The capacity for obesity is evolutionarily ancient," said Sean Oldham of the Sanford-Burnham Medical Research Institute. ...
LAST 30 PRESS RELEASES:
Students with multiple marginalized identities face barriers to sports participation
Purdue deep-learning innovation secures semiconductors against counterfeit chips
Will digital health meet precision medicine? A new systematic review says it is about time
Improving eye tracking to assess brain disorders
Hebrew University’s professor Haitham Amal is among a large $17 million grant consortium for pioneering autism research
Scientists mix sky’s splendid hues to reset circadian clocks
Society for Neuroscience 2024 Outstanding Career and Research Achievements
Society for Neuroscience 2024 Early Career Scientists’ Achievements and Research Awards
Society for Neuroscience 2024 Education and Outreach Awards
Society for Neuroscience 2024 Promotion of Women in Neuroscience Awards
Baek conducting air quality monitoring & simulation analysis
Albanese receives funding for scholarship grant program
Generative AI model study shows no racial or sex differences in opioid recommendations for treating pain
New study links neighborhood food access to child obesity risk
Efficacy and safety of erenumab for nonopioid medication overuse headache in chronic migraine
Air pollution and Parkinson disease in a population-based study
Neighborhood food access in early life and trajectories of child BMI and obesity
Real-time exposure to negative news media and suicidal ideation intensity among LGBTQ+ young adults
Study finds food insecurity increases hospital stays and odds of readmission
Food insecurity in early life, pregnancy may be linked to higher chance of obesity in children, NIH-funded study finds
NIH study links neighborhood environment to prostate cancer risk in men with West African genetic ancestry
New study reveals changes in the brain throughout pregnancy
15-minute city: Why time shouldn’t be the only factor in future city planning
Applied Microbiology International teams up with SelectScience
Montefiore Einstein Comprehensive Cancer Center establishes new immunotherapy institute
New research solves Crystal Palace mystery
Shedding light on superconducting disorder
Setting the stage for the “Frankfurt Alliance”
Alliance presents final results from phase III CABINET pivotal trial evaluating cabozantinib in advanced neuroendocrine tumors at ESMO 2024 and published in New England Journal of Medicine
X.J. Meng receives prestigious MERIT Award to study hepatitis E virus
[Press-News.org] Creating a Financial Plan of Action: New Book by Consortium of Securities America, Inc. Advisors Provides Financial Planning Tools for Improved Decision-MakingIn the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.