Brett Danko - Resources for Certified Financial Plannes


 

Thank You

Thank you to those that came out for the Continuing Education Extravaganza in Philadelphia yesterday.

As always, it was fun for me and great for me to see some former students again and meet some new colleagues.  I appreciate the engagement, participation, and thoughtful questions.  I hope you enjoyed it too.

Reminder:  

I Don't Think I Can Eat Eight

Allow me to go off-topic for a post.  I've been busy teaching this week but I didn't want the week to go by without acknowledging the passing of Yogi Berra.

Those of you that know me know that I am a huge baseball fan.  I love the game, but I especially admire the tradition, history, old ballparks, and amazing athletes (and characters) from all the teams that graced the game throughout the decades.  Yogi was certainly one of them.

Last Call: Day-Long CFP CE Session in Philly is One Week Away

Just a reminder, folks, that my one day CFP Continuing Education Extravaganza in Philadelphia is next week, September 29th.  And, I have been asked this a lot recently, yes, Pope-Ageddon will be over by then and all of the road closures and restrictions in and around the city will be reopened.

We have a full day of speakers and classes planned and with that you will earn:

What Will Happen IF the Fed Raises Rates? Not Much.

Read this article in The Wall Street Journal yesterday (Sept. 15, 2015) and I agree with its overall assessment – what’s going to happen IF the Fed raises rates this week?  Probably not much.

Investors Look Beyond Fed Meeting, See Low Rates

No matter what happens this week, slow global growth is expected to be key factor for long term

Cement Client Bonds in Times of Market Volatility

We all are well aware that over the past several weeks the market has taken a wild ride – and it is not over yet.  As an advisor, what are you telling your clients when they look to you to explain the recent market volatility and how it will effect their portfolio?

CFP CE "Extravaganza" Coming to Philly, Boston

I wanted to announce that I will be holding two, full-day CFP Continuing Education Extravaganzas soon.  The first is September 29th in Philadelphia, PA; the second is October 21st in Boston (Norwood), MA.

Both are worth 10 CFP CE credit hours and 2 hours of CFP® Ethics CE credits, as well as 10 Insurance CE credit hours for MA, PA, NJ, DE, MD, VA, and DC at the Philadelphia event, and CT, RI, VT, and NH in Boston (Insurance licensees only).

The Financial Aid Game: A Review

As we begin another school year, many of your clients (and maybe you as parents) are either dealing with student aid or getting ready to decide where your children will go to college.  Plus, several Presidential candidates have also been vocal about their plans to help students pay for higher education, so I want to discuss college aid and how to navigate the maze of paying for it.

The Biggest Social Security Mistake Women Make

Is 62 too young to claim for women to claim Social Security?

That is the age at which both women and men are allowed to claim, and sure enough, 40.8 percent of the women who were newly awarded Social Security retirement benefits in 2014 were aged 62. Some 65 percent were below their full retirement age, typically 66. And just 2.8 percent of the women were 70 or older, the age at which they receive their maximum Social Security retirement benefits, according to Social Security Administration data.

Keep China in Perspective

A few weeks ago I wrote about the situation in Greece (Keep the Greece Situation in Perspective).  I am getting questions now about China and my thoughts on that market.  My opinion, again, is to keep it in perspective.

When Financial Aid Is Taxable

By Bill Bischoff
Published: July 28, 2015 on MarketWatch

Costs to attend some colleges are approaching astronomical levels.

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