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Announcements

Weekly Announcements - June 17, 2013

By: Rosanna Norwood, Jun 17, 2013 1:26 PM

Member2Member is LIVE!!!

By: Arlene Moss, Jun 13, 2013 11:51 AM

I know you read this in the announcements, but today is the day! It's been FAST once we gave the go ahead, so I am as busy as a one armed wallpaper hanger, as they say.

I beg of you to reach out if you are having trouble finding things, but if you search for the name of a file IN QUOTES you should get there pretty quickly.

BrainTrust file links... View Archive

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Member Blogs

Not Getting Married? Cohabitation Still Requires Financial Planning

6/18/2013 8:43:02 AM

Couples that plan to live together and not marry don’t really get the same kind of financial planning advice that couples that plan to marry do, but this is changing. Some people used to call it “shacking up” but as finance columnist Dee Lee of CBS Boston observes “the PC term is cohabitation.” Whatever you call [...]

© Clarity Financial Planning. Not Getting Married? Cohabitation Still Requires Financial Planning is a post from: Bring Clarity to Your Finances™

Create Your Desired Life

6/18/2013 7:21:59 AM

I’m pretty sure at least one person reading this blog has a magnet or card hung at her desk with …

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4 Ways to Calculate Your Retirement Number – Yahoo! Finance

6/18/2013 7:19:59 AM

When it comes to retirement planning, most of us are consumed by figuring out “the number” – that elusive savings …

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Build Trust, Prepare Family for Inheritance

6/17/2013 8:22:46 PM

As usual – Rick Kahler has written a great article with some powerful ideas worth thinking about – asking whether …

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To Pay or Not to Pay? The Drama Around Paying Off a Mortgage

6/14/2013 10:24:52 AM

In working with clients who have achieved a fairly high level of financial security, often times it is assumed that paying off the mortgage is a “badge of honor” as it relates to personal finance. More specifically, not having to write a check to the bank every month sounds very enticing and may even engender… Continue

More Member Blogs

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Resource Corner

SHAREDOC of the WEEK: 

Cash Flow Spending Guide from John Dulmage,  an excel spreadsheet to help clients figure out "how much is enough" or what their spending is for use in the Retirement Analyzer in the ACA tool kit.

Each week we will highlight a new Advisor Sharedoc or a classic you may have forgotten about. Suggestions? Send them to arlenem@acaplanners.org 

RESOURCES of the MONTH for June: 

To help you keep up with new or revised resources we will highlight three per month in Practice Management, Financial Planning and Marketing.

Financial Planning
ACA System (TM) Refresher - Functional Asset Allocation and the Financial Life Cycle - In this all member call Ross Schmidt reviews these powerful ACA Core Concepts.

Practice Management
Comparing Advisors to Jim Cramer: Measuring your Professional Alpha - Bill Cuthbertson posted this article by Bob Veres that covers information that quantifies the value a holistic advisor.brings to clients.

Client Acquisition and Retention
Client Retention - In this all member call Rob Reed reviews the core ACA tools and tips used in client retention, followed by open discussion.

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