• Family Planning – no, not that kind! 8/2007
  A carefully managed financial plan can be sunk unintentionally by an inexperienced family member. An older person is especially vulnerable. Here are some of the questions we’ve addressed with clients who are interested in bringing children (and even grandchildren) into the financial planning process early.
  • What are the possible pitfalls and how can we avoid them?
  • Is intergenerational financial management just for the super rich? What is at stake?
  • How can we get the entire family involved?
  • Can younger family members avoid learning “the hard way”?
  • What does financial management look like when the generations can work together?
  • What are the cross currents to address?
  • What are some interesting resources for intra-family financial planning?

• What kind of Retiree do you expect to be? 7/2007
  Doing more of the same, but a little different? Something entirely new? Going with the flow? Giving up? Searching for your niche? We are beginning to help our clients confront this new phase of life called “retirement” and it doesn’t look anything like our parents’ retirement. But then, the boomer generation is known for breaking the mold, isn’t it?

• Should you be asking what software your prospective Planner uses? 6/2007
  Of course most consumers would not know how to evaluate the planner’s answers. Just what does a financial planner DO with all your data? Learn a little about how different financial planning software programs approach analyzing your financial data and what role the planner plays in delivering advice.

• Regulatory News 5/2007
  I know, typically this is a boring topic. However, in April a Federal Appeals Court vacated a Securities and Exchange Commission rule that previously exempted broker/dealers from SEC registration. Financial Planners are cheering! Brokers who collect a fee for advice to customers will now be required to register with the SEC. Does this mean a level playing field for consumers?

Please see our In the News section for a list of some of the news stories and articles in which Mary Malgoire has been quoted.

• 9/2005
• 3/2005
• 12/2003