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1. Top 11 financial moves investors should make in 2011
(Money/Economy)

... me protected against severe market declines? Jerry Miccolis, CFA®, CFP®, and Fellow of the Casualty Actuarial Society (FCAS), is a senior financial advisor, Chief Investment Officer, and co-owner ...

2. New Jersey’s business climate: Still not good
(Money/Economy)

... create jobs." Paul Mladjenovic, CFP, author of two "Dummies" books, advised young people to start businesses, focusing on fulfilling human needs. But "It's difficult to start a business in New Jersey," ...

3. Frank financial advice for young people
(Money/Economy)

... a failure. ♦♦♦ Comments: From Eve Kaplan, CFP, of Berkeley Heights "Begin putting earned money into Roth IRAs to let the money grow forever. If young folks can afford to set aside some money (e.g., ...

4. Protecting your investment portfolio against contagion
(Money/Economy)

... losing. Jerry Miccolis, CFA®, CFP®, and Fellow of the Casualty Actuarial Society (FCAS), is a senior financial advisor, Chief Investment Officer, and co-owner of Brinton Eaton, a boutique wealth ...

5. Why doctors positively stink as investors
(Money/Economy)

... with a high IQ. 2. Doctors are the targets of almost everyone selling anything — because salespeople know that doctors in particular are rich and gullible. Says J. Brent Beene, CFP, a financial planner ...

6. Number one risk to your investment portfolio is you
(Money/Economy)

...  CFA®, CFP®, and Fellow of the Casualty Actuarial Society (FCAS), is a senior financial advisor, Chief Investment Officer, and co-owner of Brinton Eaton, a boutique wealth advisory firm in Madison, N.J., ...

7. What to expect by inaction on Bush tax cuts
(Money/Economy)

...  Robert J. DiQuollo, CFP®, CPA, is founder, president and senior financial advisor of Brinton Eaton, a wealth advisory firm in Madison, NJ. He specializes in financial planning, tax planning, ...

8. Life Settlements
(Comments/Unsorted comments)

I hope that the CFPs are including life settlements as part of their discussions. Life settlements have been so vilified that often times advisors choose not to bring up the topic even when it makes sense ...

9. Free financial planning advice from experts!
(Money/Economy)

... down your questions, too – so you don't leave out important details. And bring along your kids – they may learn a lot. What horrendous mistakes might you avoid? I asked Marylou Reeves, CFP, president ...

10. Financial tips for young investors
(Money/Economy)

... Certified Financial Planner may be just the ticket. Go to www.napfa.org for names. If you have a specific problem, look for an hourly CFP. 25. An excellent book about personal finance is "Smart and Simple ...

11. Forget about buying, holding, and hoping
(Money/Economy)

... of $250,000 or more. NJNR: Who else is on your staff? JP: Felicia Parks is director of client services; Richard Kjetsaa, Ph.D., CFP, is coordinator of portfolio review and wealth management; and Susan ...

12. Five N.J. financial advisers judged tops by Barron’s
(Money/Economy)

... Cordaro, CFA, CFP, of RegentAtlantic Capital in Morristown, who did not make the cut last year. No. 23 was Mitchell Eichen, JD, founder and CEO with The MDE Group in Morristown, number 15 last year. ...

13. Another stock market optimist in New Jersey!
(Money/Economy)

... a volatile market." As a CFP, he will give his clients advice about taxes, insurance, and other matters. What does he think of annuities? "They cost too much. And they're complicated." Whole life ...

14. ETFs: The hottest investment around
(Money/Economy)

... at Schwab; Benjamin Fulton, managing director of Invesco Powershares; Michael Iachini, CFA, CFP, director, investment management research, Charles Schwab Investment Advisory; Tom Lydon, editor, ETF Trends ...

15. Estate planning tips: Next best thing to taking it with you
(Money/Economy)

... JD, CFA, CFP, president and chief investment strategist at Point View Financial Services in Summit, thinks this may be a good time to buy. "We are favorably disposed to J&J," he tells me. "It's got ...

16. What it's really like to be retired
(Money/Economy)

... – like Johnson & Johnson, which, alas, has been misbehaving of late. I sold my house in Bergen County just before the market crashed (thanks to advice from my CFP), and I now live in an apartment ...

17. Retirees need to plan for longer life expectancies
(Money/Economy)

...  Actuarial information is from 2000 and is provided by the Society of Actuaries. Jerry Miccolis, CFA®, CFP®, and Fellow of the Casualty Actuarial Society (FCAS), is a senior financial advisor, Chief ...

18. Good reasons to sell your stocks after a market decline
(Money/Economy)

... data indicate that we're in the process of a gradual global economic recovery." Eve Kaplan, CFP, Kaplan Financial Advisors, Berkeley Heights: "I hate to be so predictable and bland, but predictable and ...

19. Investors: Should you sell, buy or sit still?
(Money/Economy)

... the mutual fund guru at Morningstar in Chicago, the publishing house, advised: "Buckle up, and stay on board." Said Scott P. Noyes, CFA, CFP, of Noyes Capital Management in New Vernon, "It is too late ...

20. How to earn a higher income — safely
(Money/Economy)

BY WARREN BOROSON NEWJERSEYNEWSROOM.COM BOROSON ON MONEY Interest rates are the lowest she's seen in 30 years, says Marylou Reeves, CFP, of Thomas Mack Associates in Rockaway. But she believes that ...