NAPFA in the News

To request a news article prior to 2008, please e-mail info@napfa.org

 2009 News Articles

2008 News Articles

5/29/2008 
Financial Planning Stuff You Need to Know (blog) 
NAPFA Conference Report 

5/28/2008 
Forbes.com 
Personal Finance: Don’t worry, be savvy 

5/27/2008 
Bloomberg.com 
U.S. Slowdown Will Be Boon for Arnott's Indexing: John F. Wasik 

5/27/2008 
IndexUniverse.com 
The Long Road: The Other Side of DFA 

5/23/2008 
PrWeb.com 
Financial Organizations are Taking Financial Education on the Road 

5/22/2008 
Kansas.com (The Wichita Eagle) 
Adviser simply offers advice, without selling 

5/22/2008 
DunkinDonutstalk.com 
Jeff Stukey follow up -"fee-only" financial planner 

5/17/2008 
Channelbv.net 
Where Is Your Check Going? 

5/16/2008 
Financial Planning 
Notes from NAPFA - blogging from the Association's 25th Annual National Conference 

5/16/2008 
IndexUniverse.com 
Fee-Only Advisors Taking to ETF's 

5/15/2008 
IndexUniverse.com 
TIPS Market Not Buying CPI Data 

5/15/2008 
InvestmentNews 
Taking Financial Advice on the Road 

5/15/2008 
Investment News Blog 
Taking Financial Advice on the Road 

5/14/2008 
Financial Planning 
New NAPFA Chairwoman Named

5/14/2008 
InvestmentNews 
Lassus named chairwoman of NAPFA 

5/14/2008 
BusinessWire.com 
Jefferson National Hosts Experts to Discuss "Winning the Retirement Income Challenge" 

5/13/2008 
National Post 
Fee-only then, fee-only now 

5/6/2008 
Life Insurance Quote Online (blog) 
Fwd: Adviser to discuss benefits of life-insurance policies (Richmond Times-Dispatch) 

5/5/2008 
InRich.com 
Adviser to discuss benefits of life-insurance policies 

5/5/2008 
The Wall Street Journal 
Taming the Wildness 

5/5/2008 
InvestmentNews 
SEC staff members push for splitting 12(b)-1 fees 

5/1/2008 
The Foothills Focus 
Choose Your Planner Wisely 

5/1/2008 
Health-Garden-Guide (Blog) 
Remember to Fund Your IRA 

5/1/2008 
cggazette.com 
Pareto forms investment management and financial planning firm 

5/1/2008 
Financial Planning 
E & Oh, No 

4/29/2008 
Boston.com 
Money Makeover chat with Jill Boynton 

4/29/2008 
CNNMoney.com 
Recession-proof job: personal financial advisor 

4/29/2008 
ereleases.com 
Use stimulus check or tax rebate to fund job change/loss by starting a 'career asset working capital fund' 

4/29/2008 
Financial Post 
Fee-only must mean just that 

4/28/2008 
HousingWire.com 
Hot now: stocks? Really? 

4/27/2008 
Washington Post 
Investment House?  

4/27/2008 
Coloradoan.com 
Investing amid market turmoil may yield gains 

4/25/2008 
The Colorado Springs Business Journal 
Financial Planning Trends Towrd Fee-Only Services 

4/22/2008 
Millionaire Mommy Next Door (blog) 
Investing Questions Answered 

4/21/2008 
New York Daily News 
Ignorance can cost you plenty 

4/21/2008 
DailyCamera.com 
A chat with…David Gardner 

4/20/2008 
TheStreet.com 
How to Choose a Financial Planner 

4/18/2008 
ElderCare Matters Radio 
ElderCare Matters Radio Chats with Jeff Bernier of TandemGrowth Financial Advisors, LLC. About Investor Behavior: Taming the Brain

4/18/2008 
Financial Advisor Magazine/FA News 
NAPFA Seeks Growth At Its Own Pace 

4/17/2008 
PR Web 
Money Matters on Boomity.com as Bob Goldman, Financial Planner and Journalist Leads Ongoing Discussions with Candor and Humor 

4/16/2008 
Financial Planning 
Discovery Expands Relationship with NAPFA

4/16/2008 
InvestmentNews 
NAPFA acts to lure members 

4/14/2008 
Courier-Journal.com 
Premium growth (Flat-fee, low-cost annuities boost Jefferson National)

4/11/2008 
ClarkHoward.com 
Change your driving habits for better fuel economy (websites/phone numbers mentioned) 

4/7/2008 
InvestmentNews 
Advisers gear up to battle Treasury 

4/7/2008 
CNNMoney.com 
Ask the expert: Cracking the mysterious code of financial advisers 

4/2/2008 
Inc.com 
How to Launch Your Company's 401(k) plan 

4/1/2008 
Financial Planning 
Take Cover 

4/1/2008 
Financial Planning 
The Myths of Our Age 

3/31/2008 
The Baltimore Sun 
Avoidable blunders and how to spot them 

3/31/2008 
Pr-inside.com 
"Test the True Power of Tax-Deferral" with Jefferson National's Flat-Insurance Fee VA 

3/26/2008 
The Community Press (Cincinnati) 
Business honored internationally 

3/24/2008 
InvestmentNews 
When physicians are your target 

3/24/2008 
Gaylon Laboa (blog) 
NAPFA National Conference 

3/22/2008 
St. Petersburg Times 
Tough economy spurs more ways to spend less 

3/21/2008 
Bored Finance (blog) 
How to Determine the Amount of Life Insurance You Need 

3/20/2008 
CNNMoney.com 
Don't Let Midlife Pressure Squeeze Your Nest Egg 

3/20/2008 
iBerkshires.com 
Independent Investor: Need Some Advice? 

3/18/2008 
ABC News 
David McPherson Answers Your Questions About the Credit Crisis 

3/17/2008 
Marotta On Money 
Life Insurance: Determining Your Need 

3/16/2008 
Telegram.com 
Over the counter 

3/16/2008 
CourierNewsOnline.com 
Business: Motley Fool: The ABC's of OTC 

3/14/2008 
Cameronpsychezsw's Weblog 
Money: The Key to Happiness? 

3/10/2008 
InvestmentNews 
At the Bell 

3/10/2008 
InvestmentNews 
Round Table: Regulation - Will Rand report force the SEC's hand? 

3/10/2008 
InvestmentNews 
Round Table: Regulation - Financial advisory industry at odds over Rand report 

3/10/2008 
InvestmentNews 
SEC's summary-prospectus proposal seen short on details 

3/10/2008 
Marotta On Money 
Remember to Fund Your Roth IRA 

3/10/2008 
Mens News Daily 
Remember to Fund Your Roth IRA 

3/8/2008 
www.Chron.com (Houston Chronicle) 
Business - Money, Retirement & Emotional Well Being Educational Class 

3/7/2008 
Physician Entrepreneur 
Financial Planners - Choosing the Right One for Your Needs 

3/3/2008 
Coloradoan.com 
Telegraph operator invented ticker tape 

3/3/2008 
InvestmentNews 
Tom Orecchio - NAPFA chief takes aim at Rand report, SRO idea, 12(b)-1 fees, advisory tax 

3/1/2008 
Financial Planning 
Deconstructing Rand 

3/1/2008 
Financial Planning 
Women's Work 

2/29/2008 
On Wall Street 
Debating the Rand Report 

2/29/2008 
The Star-Ledger 
Don't just take someone's word 

2/26/2008 
Beacon Financial Advisors, LLC 
What to do wih your tax refund or other "found money" 

2/25/2008 
The Clark Howard Show 
Save more, spend less, and avoid rip-offs 

2/21/2008 
KSU Foundation 
Tucson, Ariz., alumna establishes scholarships for College of Human Ecology 

2/21/2008 
Delaware Online 
Business People 

2/21/2008 
The Wall Street Journal
The Value of 'No'; Terri's Mom Changes Her Mind About Helping With Children's Financial Woes 

2/18/2008 
InvestmentNews 
It's time for advisers to control LTC plans 

2/14/2008 
Onalaska Community Life 
Coulee Consumer: Take care choosing a financial planner 

2/13/2008 
OnWallStreet.com 
Turn Prospects Into Clients 

2/13/2008 
AzStarBiz 
Humberto Cruz: Rolling over 401(k) balance into IRA can offer more investment options 

2/12/2008 
Cape Cod Times 
A little research goes a long way in choosing a financial planner 

2/11/2008 
Gaylon Laboa (blog) 
A little more on NAPFA 

2/11/2008 
WebCPA.com 
Financial Planning Grants Go Out 

2/8/2008 
IndexUniverse.com 
The Long Road: Advisors Not Always Evil 

2/8/2008 
CCH Wall Street 
SEC probes money market funds 

2/8/2008 
USA Today 
Five ways to sheild your money from recession 

2/4/2008 
All Squared Away (blog) 
Choose a reliable financial advisor 

2/4/2008 
Marotta On Money 
Market volatility is back 

2/2/2008 
Millionaire Mommy Next Door (blog) 
My 2007 Investment Portfolio Performance 

1/31/2008 
City5nc.com (blog) 
Beacon Financial Strategies' Chip Hymiller, CFP® selected for membership into National Association of Personal Financial Advisors 

1/31/2008 
Triangle dbusiness news 
Beacon Financial Strategies' Chip Hymiller, CFP® selected for membership into National Association of Personal Financial Advisors 

1/29/2008 
Leonard Wealth Management 
My Experience With Kiplinger's "Jump Start Your Retirement" 

1/29/2008 
No Debt Plan (blog) 
Who I am, Where I Stand 

1/29/2008 
PR-USA.NET 
Michael Finer, CFP of Major League Investments Inc. and Finer, Greenberg & Co., CPAs provides an up 

1/28/2008 
InvestmentNews 
Trade groups urge the SEC to scrutinize money funds 

1/28/2008 
Sun-Sentinel.com 
Rolling over 401(k) into IRA is your best retirement bet 

1/27/2008 
ingaberg here (blog) 
Estate Planning Isn't All About Lawyers 

1/25/2008 
Free Money Finance 
Free financial planning advice today 

1/24/2008 
Leonard Wealth Management 
I'm gonna help some folks jump start their retirement!  

1/24/2008 
The Boomer Chronicles (blog) 
Get your free retirement advice here 

1/23/2008 
Cash Money Life 
Free professional finance advice at Kiplinger's 

1/23/2008 
Businessc.com 
"Don’t freak out", advisers tell Oregonians worried about economy, markets

1/23/2008 
Ad-hoc-news 
Exchange traded funds for dummies helps novice and experienced investors understand these funds and profit from this popular new product 

1/22/2008 
Fabulous Financials v2.0 
Free advice from a licensed financial planner 

1/22/2008 
Single Guy Money (blog) 
Free financial advice 

1/22/2008 
The Oregonian - OregonLive.com 
"Don’t freak out", advisers tell Oregonians worried about economy, markets 

1/22/2008 
Askaboutrealestate.net 8 
Money moves you must make at 50 

1/22/2008 
The Seattle Times 
5 things to do (instead of panicking) 

1/22/2008 
Prweb 
Michael Finer, CFP of Major League Investments, Inc. and Finer, Greenberg & Co., CPAs Provides an Update of his Combat Tour in Iraq

1/21/2008 
Anything But Taxes (blog) 
Extra! Extra! Hey look at the headline 

1/21/2008 
FFA E-Mail News (blog) 
Keeping Your Money Safe 

1/21/2008 
Mutual Fund Scandal Watch 
NAPFA urges transparency for 12(b)1 fees 

1/21/2008 
InvestmentNews 
Rand report asked wrong questions, reached wrong conclusions 

1/21/2008 
InvestmentNews 
Dually registered and RIA channels are growing 

1/21/2008 
About.com: Retirement Planning 
Jenny & Patrick's Retirement Planning Blog - Jump Start Your Retirement 

1/20/2008 
HeraldTimesOnline 
Plan your future - with help 

1/20/2008 
Study: Storeads influence shoppers' goals 
Free planning assistance 

1/20/2008 
SeniorsSpace.com (blog) 
Jump Start Your Retirement 

1/19/2008 
Go to the ant (blog) 
Free financial advice on the 25th 

1/18/2008 
The Captain is out to Lunch (blog) 
Free retirement advice from kiplinger's 

1/18/2008 
The honest dollar 
More free professional tax advice 

1/18/2008 
FinancialAidPodcast.com 
FAP718: Save hundreds of dollars in free stuff Friday 

1/18/2008 
Gaylon Laboa (blog) 
A look at NAPFA…. 

1/17/2008 
Green Valley News and Sun 
Local Business in Brief: Leblanc awarded CFP designation 

1/17/2008 
The Frugal Duchess 
Free financial planning advice: Phone and online through Kiplinger's 

1/17/2008 
The Money Update 
The difference between a financial adviser and a broker 

1/16/2008 
Freenancial (blog) 
Free professional financial checkup by phone today only(Personal finance) 

1/16/2008 
Courier Post Online 
Save the date: Financial advice free for one day 

1/16/2008 
Lifehacker.com 
Free professional financial checkup by phone today only 

1/15/2008 
Financialdebtfree.com 
Kiplinger's: Tips for retiring rich: a guest post 

1/15/2008 
Dreamline Savings 
Free Financial Advice from NAPFA 

1/15/2008 
Smart Spending (blog) 
Free retirement-planning advice is available 

1/15/2008 
The online life knowledge experiment (blog) 
Free Personal Finance Checkup by Phone Today Only 

1/15/2008 
Blueprint for Financial Prosperity 
Jump-Start Your Retirement Plan Days: Today! 

1/15/2008 
Free Money Finance 
Free Financial Planning Advice Today 

1/14/2008 
Financial Tip of the Week (blog) 
Free Planning Assistance 

1/14/2008 
More then just work at home people (blog) 
Easy Money  

1/14/2008 
Financialdebtfree.com 
Financial Help for the New Year 

1/14/2008 
Liz Pulliam Weston (blog) 
Easy Money: Simplifying your financial life 

1/13/2008 
OC Register 
Free retirement financial advice Jan. 15 and Jan. 25 

1/12/2008 
The Frugal Duchess (blog) 
Kiplinger's: Tips for Retireing Rich: A guest post 

1/10/2008 
The Honest Dollar (blog) 
More free financial advice from professionals - tax edition 

1/9/2008
InvestmentNews 
NAPFA slams RAND report findings 

1/9/2008 
North County Times 
Free Advice for the Retirement-Minded 

1/9/2008 
Forbes.com 
Starting From Scratch At 50 

1/8/2008 
Millionaire Mommy Next Door (blog) 
After-Tax Investment Performance: More for Me, Less For Uncle Sam 

1/8/2008 
Daily Herald 
Fee-only advisers act in your best interest 

1/8/2008 
Seattle Post-Intelligencer 
Get Free Financial Planning Advice 

1/7/2008 
The Money Update (blog) 
The difference between a financial adviser and a broker 

1/7/2008 
InvestmentNews 
Advisers ponder whether to sell annuities - Guaranteed income is aim, but delivery is the question 

1/7/2008 
InvestmentNews 
SEC to continue assault on fiduciary protection in 2008 

1/6/2008 
Freep.com (powered by Detriot Free Press) 
Health Care: Oakwood, Ford Honored (Finance: Free Retirement Advice) 

1/6/2008 
St. Petersburg Times 
Questions: Job Security Drives Savings Plan - Answers to your personal finance questions 

1/6/2008 
STLtoday.com 
How Do I Find a Good Financial Adviser? 

1/6/2008 
The Honest Dollar (blog) 
Free Financial Advice From Professionals 

1/4/2008
HowToMakeAMillionDollars (blog) 
Concerned About Your Financial Future? 

1/4/2008 
Baby Boomer (blog) 
The Boomer's are Coming - So Be Prepared 

1/2/2008 
Financial Planning For You (blog) 
You Don't Own Me…with apologies to Dusty Springfield 

1/2/2008 
Washington Post 
Financial Futures 

1/2/2008 
Bloomberg.com 
Wrap Account Demise Gives You Two Options 

1/1/2008 
Oprah.com 
Can you be your own financial planner?