Cambridge Advisors, Inc.--Advisors in the News
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Advisors in the News

Our members are frequently recognized as financial planning experts by the press and by their peers. We are proud to share a sampling of the coverage they receive.

   
Awards & Recognition
December 2002 Congratulations to Chris Currin, recognized by D Magazine as one of the Best Financial Planners in Dallas 2002. VIEW»
9/1/2002 Six Cambridge Advisors named to Mutual Funds Magazine 100 Great Planner list for 2002. Congratulations to Judy Stewart (Carlsbad, CA), Susan Strasbaugh (Colorado Springs, CO), Jo Anne Paynter (Hilliard, OH), Donna Skeels Cygan (Albuquerque, NM), Jill Gianola (Worthington, OH) and Bert Whitehead (Franklin, MI)  
7/01/2002 Congratulations, Bert Whitehead! Once again Bert has been selected by Worth Magazine as one of the best financial advisors in the country. Bert has received this honor every year since 1994.  
5/18/2002 Cambridge founder Bert Whitehead receives Lifetime Achievement Award from the National Association of Personal Financial Advisors in recognition of his outstanding contributions to advancing the mission of fee-only financial planning.  
9/1/2001 Five Cambridge Advisors named to Mutual Funds Magazine list of 100 Great Planners. Congratulations to Jill Gianola (Worthington, OH), Donna Skeels Cygan (Albuquerque, NM), Jo Anne Paynter (Hilliard, OH), Bert Whitehead (Franklin, MI) and Kathleen Rehl (Lutz, FL)  

Money Makeovers
04/03/2005 Advisor Dana Levit of Newton, Massachusetts gives a money makeover to a newly married gay couple in "Married, with questions" by Lynn Asinof in the Boston Sunday Globe, April 3, 2005, K(4). "What same-sex marriage did in Massachusetts was create a way for same-sex couples to inherit from each other and create a way to divorce," says Levit. But when the federal government gets involved, she notes, things get complicated. Dana recommends the followin: (1) recognize that income tax will require extra paperwork (2 sets) for state filing jointly and federal filing individually; (2) update estate plan documents to reflect the new married status; (3) keep track of mortgage payments to avoid possible gift taxes; (4) fully diversify each spouse's retirement portfolio as a protection in case of divorce.  
7/28/2003 Rochester Hills, Michigan Cambridge Advisor Doug Degain, CFP helps a young couple get the right start on their financial future in this Money Makeover in the Money & Life section of The Detroit News. VIEW»
11/10/2002 What do you do when your dreams - and your dream home - collapse? Money Central asks Ken Robinson. VIEW»
8/15/2002 Did they follow Ken Robinson's advice? Money Central follows up. VIEW»
11/9/2001 Karin McKerahan performs a money makeover for the Los Angeles Times. VIEW»
6/1/2001 Ken Robinson helps plot strategy at the Big 4-Oh on MSN Money Central. VIEW»
2/1/2001 Ken Robinson answers the question "Can we really buy our own home?" on MSN Money Central VIEW»
9/1/2000 Karin McKerahan does a Reality Check for MoneyCentral. VIEW»

Profiles & Feature Articles
06/01/2004 Kathleen Rehl of Land O' Lakes, Florida discusses ethical wills in "Help Your Clients Preserve Values, Tell Life Stories and Share the 'Voice of Their Hearts' Through Ethical Wills" in the June, 2004 Journal of Practical Estate Planning. "Life transitions may encourage the writing of an ethical will," says Kathleen. Her client was looking for a way to pass on treasures to her children and grandchildren that she felt would be worth far more than physical possessions and financial assets. Putting her stories and values down on paper, she felt, would help her family remember "who and what" she really was. VIEW»
6/30/2003 Ross Schmidt of Oakland, CA and Cambridge founder Bert Whitehead of Franklin, MI offered college funding advice to Bloomberg News columnist John F. Wasik. For the article "Put Kids to Work for College Funds, Save on Taxes", Ross and Bert both illustrated the benefits of hiring your children and other creative strategies. "The idea is to shift income and assets to the child as much as possible before (the parents') taxable income or tax deferred income is used," said Schmidt. "College funding is more a process than an event...It should be reviewed every year based on changes in need, costs, tax code and number of children."  
2/16/2003 Bert Whitehead and financial dysfunction are the subject of Ann Perry's Personal Finance column in the San Diego Union-Tribune. VIEW»
2/12/2003 Bert Whitehead interviewed about why smart people do stupid things with money on Bloomberg Business News Radio's "The Money Show" with June Grasso and Charlie Pennett.  
11/27/2002 Tucson, Arizona advisor Sheryl Clark shares her personal journey toward balance in "From Tragedy to Triumph" on MorningstarAdvisor.com. VIEW»
11/13/2002 Rebecca Preston (Providence, RI) and Bill Starnes (Newark, DE) talk with Dave Drucker on MorningstarAdvisor.com about the experience they draw from as successful advisors. VIEW»
8/1/2002 Michigan advisor W. Tedd Oyler is authoring a series of articles on financial planning topics for the Saugatuck Local Observer. Tedd's column will include articles on "Do You Have the Right Financial Advisor?", "Do I Need a Will?", "Real Estate as an Investment", "Taxes", "Goal Setting" and more.  
5/15/2002 Greg Fenton profiled in Morningstar Advisor VIEW»
5/2/2002 Atlanta advisor Robert Hockett receives high marks from his client, Dewayne Seagraves, in an interview with The Washington Post reporter Dori R. Perrucci ("Unsteady Golden Years Ahead?" Sunday, May 5, 2002). "I really trust Robert to look after my best interests", Seagraves said. Seagraves hired Hockett after Robert explained in clear terms the fees and commissions Seagraves was paying his broker - something his broker had not been willing to do. Now Seagraves knows exactly what he pays--one annual retainer fee for as much advice as he requires. "I know that if an issue comes up that needs more time, Robert will give it without having to look at the clock," Seagraves was quoted to say. At another place in the article, Seagraves credits Hockett's asset allocation strategy with putting him ahead $160,000 over his previous advisor.  
5/1/2002 The importance of financial advisors having their own financial advisor is stressed by Cambridge founder Bert Whitehead when interviewed by David Drucker for MorningstarAdvisor.com. Bert has long been an outspoken proponent of this practice and points to it as a hallmark of professionalism. The benefits become clear as Drucker goes on to interview several Cambridge advisors from around the country about how having their own advisor has changed their lives. VIEW»
8/1/2000 Bert Whitehead profiled in Investment Advisor Magazine. VIEW»

Quotations
04/01/2005 David Blain, a C.F.A. and financial planner in New Bern, North Carolina, works with many military families. Blain, a combat veteran, spent 10 years in the Army and served in the first Gulf War. He offers advice to the Orrs in "All Part of the Bargain" by Eryn Brown in Money Magazine, April 2005. Blain says the Orrs are doing most of the right things. But he worries that, like many military families, they are not doing enough to prepare for "stuff like that." His advice falls into three categories. VIEW»
03/20/2005 "Investing Treadmill Pays Off" by Andrew Blackman in The Wall Street Journal, March 20, 2005 quotes Kelly Adams of Novi, Michigan. "I only tell my clients to invest in one lump sum if they have a crystal ball telling them the market's going to go up," says Adams, founder of Harbor Light Planning. "Otherwise, I tell them to invest small amounts regularly over time." Investors who unwaveringly funneled $100 a month into a stock index fund over five years wound up with more money than those who tossed in the whole $6,000 at the market top. VIEW»
01/01/2005 Bert Whitehead of Franklin, Michigan and the Alliance of Cambridge Advisors are noted in Kiplinger's Personal Finance, January 2005, in "Finding the Right Pro" by Anne Kates Smith. Clients can choose to pay an annual retainer for four scheduled meetings per year with one of over 150 Cambridge Advisors, along with ongoing advice, or they can choose to pay a one-time fee for a financial "tune-up" to address two or three specific issues.  
01/01/2005 Two members of the Alliance of Cambridge Advisors, Barry Swaim of Winston-Salem, North Carolina and Patricia Konetzny of Maynard, Massachusetts are quoted in "Tools for Fixing Two Busted IRAs" by Jeffery R. Kosnett in the January, 2005 issue of Kiplinger's Personal Finance. The two give advice to an Orlando couple in their 40's on how to overhaul and restructure their IRAs in order to expand their retirement kitty. Barry urges them to "wipe the slate clean" by dismissing their adviser and transferring to low-cost leader Vanguard. Pat suggests they keep six months' living expenses in savings accounts and US savings bonds and then invest the rest in stock funds. She also recommends channeling 10% of their combined incomes into employer 401K plans.  
12/01/2004 Lucas Wagner of Malden, Massachusetts advises that counseling can work for newly married clients who are having financial disagreements in "Let No Man Put Asunder" by David Drucker at Financial-Planning.com (December 1, 2004). Says Wagner, "I turned a negative into a positive by using the client's situation as a marketing opportunity. I tracked down a counselor in my area who specializes in money issues. Then I used part of the client's retainer to send them to a complimentary session with the counselor - my treat. Two sessions was enough to let them at least scratch the surface of their problems. VIEW»
11/24/2004 Christopher Currin of Dallas, Texas is featured in the November 24, 2004 issue of FortWorthWeeklyOnline.com in "Fending Off McDeath" by Jerry W. Hoefer. When Terry McAllister sells "pre-arrangement" funeral services, his customers think they have put their money to good use. Few financial planners would agree. "Unless you already have a terminal illness, a pre-need plan is probably not a good financial choice," says Christopher Currin. "Buying a funeral package can give you a sense of security," Currin says, "but what does it really cost? First there is the cash and interest expense if you finance it. Then there's the opportunity cost - what that cash would have earned for you if invested elsewhere. Finally you give up a lot of flexibility because the contract is illiquid. If you decide you' d actually prefer cremation or burial at sea, you can't get your money back from the funeral provider, and there's no secondary market where the original plan can be sold to somebody else. The best financial decisions give you more options in the future, not less."  
11/17/2004 Advisors encourage tracking your numbers, raising savings, and avoiding credit card debt in "Just Subtract the Fear and Add Some Planning," November 17, 2004, by Andrew Caffrey in The Boston Globe. Advisor David Bross, who owns a financial planning firm in Leominster, Massachusetts, says too often people's own views on savings are influenced by the recency effect. That's when their financial prospects are overwhelmingly shaped by the recent past, which in financial circles means the three-year bear market that ended last year. "That shapes their outlook, more than looking at what the market has done over the past 80 years," he says. Also, finances often change as workers head deeper into middle age and their peak earning years: mortgage payments shrink or disappear, for example, and for some parents tuition payments are ending. "They are coming into a period of life where they will have more discretionary income to sock away for retirement," Bross says.  
11/09/2004 Advisor Bill Starnes of Newark, Delaware provides good advice in "When It Comes To Health, Financial Planning Gets Tricky" by Jennifer Goldbatt in The Delaware News Journal, November 9, 2004. The problem, he says, is that no matter how well or regularly you exercise, how wisely you eat, or how often you knock on wood, you can't plan for cancer or a crippling accident. Most of us don't probe our lifetime caps on our policies each fall, and-even if we do-we don't have any idea how long a lifetime cap will last. The conventional advice to have one year's worth of income on hand is unrealistic for most people, Starnes says. He recommends that consumers who currently aren't saving anything have 10 percent of gross annual income that is fully liquid and 20 percent of gross annual income in an emergency fund that can be cashed out if necessary. Amassing that can be done as easily as buying US Savings bonds on a regular basis. Bonds may not be sexy but they are safe.  
10/01/2004 In FeePlanningNetwork.com Vol. 6, Issue 4, 2004 Christopher Currin is featured in "An Introduction to Special Needs Planning." "Creating an estate plan for a family with a disabled child is just like doing estate planning for a typical family, except that it must be done upside down and backwards, with one hand tied behind your back. To understand what I mean, just ask yourself how often you start an estate planning process by recommending that the client's most vulnerable child be disinherited? Despite the apparent contradiction, disinheriting a child with a disability is often a key element in creating an appropriate plan for their lifelong support," says Currin. VIEW»
09/05/2004 Kathleen Rehl of Land O'Lakes, Florida advises on adult children returning home in "They're Baaaack! Series" Helen Huntly, St. Petersburg Times, September 5, 2004 (1D). Rehl says that "setting clear expectations in the beginning made the difference between success and failure for some of her clients whose adult children moved back." VIEW»
08/15/2004 Bert Whitehead of Franklin, Michigan shared some of his "Ideas for Managing 401(k) Investments" with Harriet Johnson Brackey of The Miami Herald (August 15, 2004; Final Edition, Business section, page 2E). He suggests that those just starting out put as much as possible into their 401(k). In addition to the traditional reasons for this, he finds that this can help some clients purchase their first home more quickly. "Owning a home is the key element in financial independence," says Bert. When there are no other sources of funding, clients can borrow against their 401(k) for their down payment. After they have their house and have completed the other fundamentals of fiscal fitness, clients should follow an asset allocation strategy appropriate for their stage in the financial life cycle. For many clients, this is a 50% stock/50% bond allocation in their 401(k) until their nest egg is three times their annual income (which usually happens during their 30s and 40s). Then they move to 60% stock/40% bond until retirement.  
07/19/2004 "Nine Financial Tips For New Parents" by Luisa Kroll in Forbes, July 19, 2004 quotes William Starnes of Newark, Delaware, who points out that unless you are already super wealthy, you can't have it all. "You can't fully fund retirement, fully fund college, up your insurance coverage, maintain your lifestyle and afford for one spouse to stop working," says Starnes. VIEW»
07/18/2004 "401(k) Foresight Series" by Helen Huntly, St. Petersburg Times, July 18, 2004 (1D), quotes Kathleen Rehl of Land O' Lakes, Florida on 401(k) plans. "Some new folks coming to me will have had the same allocation throughout the years," Rehl says. "Maybe it was appropriate when they were younger, but now it's not." VIEW»
06/18/2004 Pat Konetzny of Maynard, Massachusetts is featured in "Teaching Your Kids About Money," by Rick Sauder in Fidelity Investments e-News Letter, (June 18, 2004). "Parents seem to be saving less and less and using credit more and more," says Pat Konetzny. "If they want to teach their children good financial habits, they're going to have to do a better job themselves." VIEW»
05/01/2004 Advisor Bill Starnes of Newark, Delaware is featured in Kiplinger's Personal Finance, May 2004, in "Smart Choices For Future Scholars" by Kristin Davis. This article discusses the best ways to save for college (taking into consideration the newest changes in tax laws) by comparing 529 college savings plans, Coverdell education-savings accounts, and custodial accounts and by discussing tax-efficient investments such as index mutual funds and exchange-traded funds. Bill Starnes favors the Coverdell education-savings account. There's no booby trap in the law that might take away Coverdell's tax-free earnings. The account works more like an IRA, because you can choose any investment. You can use the proceeds not only for college expenses but also for a private elementary or high school or even for other "educational" expenditures like computers or a camp, says Starnes.  
05/01/2004 Nancy Opiela's article "Power to Spend: Helping Clients Build a Workable Budget," in the May 2004 issue of Journal of Financial Planning, features John Scherer of Madison, Wiconsin, who works with clients on budgeting by using a six-month record of their expenditures. He finds "looking back at what happened is more effective in modifying behavior than trying to impose future limitations without a good record of what's been done in the past." VIEW»
05/01/2004 Cambridge Advisors Ted Roman of San Diego, California; Robert Walsh of Redbank, New Jersey; and Tedd Oyler of Saugatuck, Michigan, are the Masterminds featured in "Profiles in Coaching" by David J. Drucker in Financial Advisor's May 2004 issue. Their MastermindYourIdeal program is helping financial advisors, including fellow Cambridge members Kelly Adams of Novi, Michigan and Kathleen Rehl of Lutz, Florida, identify and build their dream practices. VIEW»
02/09/2004 Doug DeGain, CFP of Rochester Hills, Michigan is quoted in The Detroit News. February 9, 2004 in "Joint Return Can Be Financial Primer, Too: Newlyweds Reap Refund, Learn About Tax Credits," by Melissa Preddy. "Tax planning is about learning what to expect - so you can adjust and avoid surprises," DeGain says. "I can't tell you how valuable that lesson is." VIEW»
01/01/2004 In "Mortgage Payoff Attracts Heated Debate" at TheStreet.com, Ann Perry discusses whether paying off a mortgage as quickly as possible makes financial sense. Bert Whitehead of Franklin, MI, founder of the Cambridge System, advocates keeping the mortgage. VIEW»
01/01/2004 Advisor Robert Reed of Cleveland, Ohio knows "The Basics" as mentioned in M.P. Dunleavy's article at MoneyCentral.MSN.com. Maintaining a well-oiled money machine includes "spending time with your money at least once a week, or it will start to feel neglected and might decide to leave you. Once a month isn't enough," says Reed. VIEW»
12/03/2003 "Broaching the Philanthropy Barrier" by Mark Klimek in The Dallas Foundation, December, 2003, features Kathleen Rehl of Land O'Lakes, Florida. Advisors often say they're uncomfortable bringing up charitable giving because they worry that the topic is too personal or that they'll appear unprofessional by questioning a client's charitable causes and interests. Others fear that clients will assume their advisor is pushing them toward a specific charity. That's why advisors who do tackle the topic usually steer the discussion to donors' secondary concerns: the technical aspects of tax avoidance and specific vehicles such as charitable trusts and annuities. "That's putting the cart before the horse," says advisor Kathleen Rehl of Rehl Financial Advisors. "Tax concerns are important, of course, but they're usually not the driving force behind a successful charitable giving plan."  
11/10/2003 In the November 10, 2003 edition of the Christian Science Monitor.com David Bross of Leominster, Massachusetts is quoted in "How to Minimize Taxes When It's Time to Draw from Your IRA." Bross recommends taking as much from your retirement account as you can now without exceeding the 15 percent bracket. This would not only take advantage of current expanded tax brackets but would also reduce the size of future required minimum distributions. VIEW»
09/05/2003 September 5, 2003 in The Boston Globe, Advisor David Bross of Leominster, Massachusetts is quoted in "For Ordinary Investors, Timing is Risky Business," by Andrew Caffrey. As more details come out about the Massachusetts and New York investigations into late trading and market timing of mutual funds, it's growing clear that to regulators a main issue is one of fairness. It looks like big investors got something that little ones did not. The quick trading of large sums can also force a fund manager to make decisions he or she wouldn't ordinarily make, according to David Bross. "It makes it difficult for the investment manager to buy and hold stocks if he or she has to constantly sell shares to meet redemptions or put cash to work when you know it potentially" is going to be withdrawn by investors in a few day or weeks, he said.  
8/5/2003 Les Merrithew is one of two financial advisors quoted in the San Diego Union-Tribune's Personal Finance Article New tax law offers little in long-term relief by Ann Perry. "They're taxes on a yo-yo," says Les, referring to the temporary nature of many of the changes. Of two of the changes discussed in the article--marriage penalty relief and Alternative Minimum Tax relief - Les says he is seeing little impact on his clients.  
08/01/2003 San Diego-area Cambridge Advisors Les Merrithew puts his clients' needs first when selecting mutual funds. He is one of three advisors profiled in this article by David Drucker, which explores how independent advisors choose from such a large universe of funds. VIEW»
5/1/2003 Mike Lynch (Roseville, CA) was one of three advisors interviewed by Jonathan Clements in his article "How Would You Like to Pay for This?" Mike points out that while paying an annual retainer may initially appear expensive, his fee is easily offset by lower tax bills, investment costs, mortgage rates, insurance premiums and legal fees.  
04/20/2003 In "Couple's Goals: Pitting Today vs. Tomorrow" by Karin Price Mueller in The Boston Global, April 20, 2003, advisor David Bross of Leominster, Massachusetts gives a good example of a couple fighting the common battle of meeting today's needs vs. saving for tomorrow. Carol and Carl want to know if they are putting away enough for the future, as they contemplate how to fund some short-term goals. While the couple is saving for retirement and for college educations for their two children, ages 4 and 1, they'd like to start some renovations to their southern Massachusetts home. Bross says the couple's good saving habits are on their side. Because they don't abuse credit, especially consumer credit cards, they're ahead of the game. "Home improvements are reasonable," Bross says. "Our money is supposed to be a means to an end, and there are more ends than just retirement. Living in the here and now is important." Their mortgage balance is almost $100,000, and it's a 15-year loan. If the couple is willing to take a 30-year mortgage, they could take out the equity they need for the improvements and still have the same monthly payment they have today.  
04/01/2003 "Converting to Fees" by David J. Drucker in Financial Advisor's April 2003 issue tells the story of how several financial advisors, including Cambridge Adviosrs Ted Roman of San Diego, California; Linda Leitz of Colorado Springs, Colorado; and Judi Martinadale of San Luis Obispo, California successfully made the leap from selling financial products on commission to providing conflict-free, fee-only advice. Read on... VIEW»
02/01/2003 "The biggest thing is peace of mind." says Bill Herman, client of Plantation, Florida Cambridge advisor Elizabeth Barrett. Bill was interviewed in the February 2003 issue of Smart Money (p78). "Had I hired her two years ago, I would have saved thousands of dollars," he adds.  
02/01/2003 Cape Cod advisor Greg Fenton talks about how the Alliance of Cambridge Advisors helps him stay connected with his peers while living and working in a summer-destination area. "We are always on the phone with each other comparing notes about the growth of our practices, the tools we use in our businesses, and client issues," he tells David Drucker in the February 2003 Financial Planning article "Remote Control" (p62-3).  
02/01/2003 Linda Yows Leitz of Pinnacle Financial Concepts in Colorado Springs interviewed in Financial Advisor for their article on long-term care insurance. Linda notes the growing public awareness of long-term care insurance. "My rule of thumb is, if the client is under 50, bring it up and say that we want to address it when they're over 50." For clients inquiring about LTC coverage for aging parents, Linda discusses the strategy of sharing the cost among multiple siblings. VIEW»
01/01/2003 Susan Strasbaugh talks about the satisfaction she feels in making a "genuine difference in clients' lives" in the January 2003 issue of Financial Planning ("Reach Lower", by Ed McCarthy, pp78-81, 103). The article quotes several financial advisors serving the middle income individuals and families traditionally shunned by financial advisors. Strasbaugh also recognizes the role that the Alliance of Cambridge Advisors has played in her success. "Cambridge had the systems in place, which saved me from having to recreate the wheel," she is quoted to say. "My business was profitable six months after I started, which I would have never done on my own."  
12/1/2002 Bert Whitehead discusses the issue of deprivation anxiety with New York Time reporter Ellyn Spragins in Taking Comfort in a New Frugality. VIEW»
11/26/2002 Even those who can get a mortgage to afford more house "are not going to live within their means if it means their neighbors make more money and they feel they must keep up with them in other ways," says David Bross of Leominster, Massachusetts, in the November 2002 issue of Better Homes and Gardens. VIEW»
11/17/2002 Ed Fulbright in the Raleigh-Durham News & Observer article "The Value of Advice." VIEW»
11/1/2002 Susan Strasbaugh is the featured expert on retirement withdrawals in Mutual Funds magazine. When asked if an early retiree can withdraw more than the $17,000 annuitized payout from her IRA to cover her $42,000 annual living expenses, Susan points out that she can withdraw any amount she wants if she's willing to pay the 10% penalty, but that the penalty could be the least of her problems. If there is no other source of income expected, "you're going to run out of money pretty quickly", so lifestyle expectations might need to be adusted.  
11/01/2002 Maynard, MA Cambridge advisor Pat Konetzny made the grade in this month's edition of Kiplingers. In "Tune Up Your Finances", Pat's Money Makeovers were identified as one way consumers can receive quality financial advice for less than $1,000.  
11/01/2002 William Starnes speaks out about Variable Universal Life policies in Bloomberg Wealth Manager. VIEW»
9/4/2002 Dow Jones gets advice from three Cambridge advisors--Jackie Kleinman (San Francisco, CA), Jill Gianola (Columbus, Ohio), and Ken Robinson (Cleveland, Ohio) for its Getting Personal column "To-Do Financial List Before You Remarry".  
5/7/2002 Karen Folk quoted in the Wall St. Journal's article "Like Low Inflation? Not if You Own a Certain Savings Bond"  
4/15/2002 Ken Robinson on 457 plans in Kiplinger Personal Finance. VIEW»
3/27/2002 Susan Strasbaugh talks with David Drucker on MorningstarAdvisor.com about the benefits of Quicken for her clients and her practice. VIEW»
1/6/2002 "Waiting for the market to go up before you buy is like waiting until the price of gas returns to $1.50 a gallon to fill your tank" says Cleveland-area advisor Ken Robinson in the Cleveland Plain Dealer.  

Announcements & Press Releases
 
01/01/2005 Ohio's Public Employees Retirement System (OPERS) has just renewed its contract with advisor Ken Robinson of Cleveland, Ohio. Through his seminars and training company, Ken will provide financial planning seminars to public employees in Northeast Ohio on 20 dates scheduled in 2005. Seminars are targeted toward various audiences: those just starting their careers, public employees who have earned enough credit for a retirement benefit, those retiring in two years, and those already retired.  
01/01/2005 Congratulations to Peter Crowhurst of Reno, Nevada who will serve as the 2006 President-Elect for the Financial Planning Association of Northern Nevada.  
01/01/2005 Bert Whitehead of Franklin, Michigan and Ken Robinson of Cleveland, Ohio have just completed Overcoming Financial Dysfunction: How to Make Better Decisions about Money. The 62 page workbook, a companion to Bert's Facing Financial Dysfunction, is in pre-release to 14 members of the Alliance of Cambridge Advisors. Classes in the four-module program are scheduled for early 2005. The workbook will be in full release to the public in the spring of 2005. VIEW»
01/13/2005 On January 13, 2005 Chip Simon of Taconic Advisors, Inc. in Poughkeepsie, New York sponsored the Dutchess County Bar Association's monthly luncheon, which was attended by area attorneys, government officials, and other financial professionals. Chip spoke to the 70 attendees about "NAPFA, Cambridge, and Me," which stressed the importance of a financial planning business model which seeks to avoid conflicts of interest. Referring to consumers who seek non-commissioned financial advisors, he stated, "It's a need out there asking to be served. There are others like them in the community. And it's a preferred method that is gaining momentum around the country."  
01/15/2005 Jeff Broadhurst of Lansdale, Pennsylvania will be speaking at the Bottomless Closet, a New York City charity that helps downtrodden women get back into the working world. Jeff will be providing financial advice for 3-5 of the high achievers who have shown promise and success. He will be speaking to the group as a whole in the fall of 2005.  
12/01/2004 Ken Robinson of Cleveland, Ohio presented his seminar "The Tax-Smart Must-Do List for Ohio Public Employees" in December 2004 to the Northeast Ohio Areawide Coordinating Agency. The seminar describes the most effective techniques Ohio public employees can take to lawfully reduce their income taxes.  
12/01/2004 Congratulations to Richard Salmen of Overland Park, Kansas who, after serving as past president for the Greater Kansas City Chapter of the Financial Planning Association (FPA), is now serving on the Chapter Leadership Resource Council of the FPA. CLRC is the national board that provides leadership to local FPA chapter leaders and serves as a resource to those leaders. Also note that Richard serves on the Trust Education Board of the Kansas/Nebraska Bankers Association; he is currently serving the first year of his second 3-year term.  
10/01/2004 Advisor Chip Simon of Poughkeepsie, New York was sponsored by the Adriance Memorial Library to conduct a series of six workshops that were completed this past fall in September and October of 2004. One was entitled "Seven Mistakes Retirees Make with Their Money." VIEW»
06/01/2003 Advisor Mark Stempel of Tucson, Arizona, along with financial gurus Robert G. Allen and Mark Victor Hansen, co-authored the bestseller Create the Business Breakthrough You Want: Secrets and Strategies from the World's Greatest Mentors. You can obtain an excerpt from the link. VIEW»



Resources
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