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  • The Importance of a Written Financial Plan...(01:45)
  • Financial adviser Ray Lucia discusses the importance of creating a financial plan, especially if you are planning your retirement.
  • Date: February 19, 2012
  • Source: MonkeySee.com - Business
  • Phil McKenzie on How Financial Planning Go...(03:19)
  • In Chapter 19 of 20 in his 2014 Capture Your Flag interview, entrepreneur Phil McKenzie answers "As You Get Older, How Are Your Financial Planning Goa...
  • Date: January 31, 2015
  • Source: Capture Your Flag
  • Hattie Elliot on Learning Financial Planni...(01:40)
  • In Chapter 13 of 15 in her 2014 Capture Your Flag interview, entrepreneur Hattie Elliot answers "What Skills are You Working on Right Now to Become Be...
  • Date: December 06, 2014
  • Source: Capture Your Flag
  • How a Tax Advisor Can Perfect Your Financi...(01:43)
  • Karen Cady, Partner with Plante Moran’s Wealth Management tax team, discusses how including your tax advisor in your financial planning process can be...
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • Mike Germano on Aligning Financial Plannin...(03:57)
  • In Chapter 22 of 23 in his 2014 Capture Your Flag interview, VICE Media Chief Digital Officer Mike Germano answers "As You Get Older, How Are Your Fin...
  • Date: January 26, 2015
  • Source: Capture Your Flag
  • Why Women Are Under Represented in Financi...(03:14)
  • Women make up 51 percent of the U.S. population but account for just 23 percent of financial planners. Eleanor Blayney the Consumer Advocate of CFP Bo...
  • Date: May 14, 2014
  • Source: WSJ Video
  • 6 Shocking Investment Mistakes to Be Aware...(03:32)
  • Many investors are satisfied if they do as well as the market or almost as well, but that should not be the case. Phil Ash, Co-Founder & CEO of Baton ...
  • Date: March 24, 2015
  • Source: The Street
  • Financial Planning Gets a Dose of Virtual ...(01:00)
  • Fidelity Labs revealed a new software program called ‘StockCity,’ a virtual-reality landscape dotted with skyscrapers representing the stocks in a per...
  • Date: November 19, 2014
  • Source: The Street
  • Money Monitor: Financial Planning Tips for...(01:57)
  • Students may face tough financial challenges as they transition from high school to college or university. A financial adviser at Manulife Securities ...
  • Date: August 06, 2015
  • Source: Canadian Press
  • Financial Planning For Foreign Nationals(04:49)
  • 10/24/2012 InnerHarbor Advisors' Michael J. Keating, CFP, outlines the importance of financial planning for foreign nationals in the US. The basics t...
  • Date: October 24, 2012
  • Source: New York Financial Press