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3 tips for using credit wisely during the holidays

...expiration date of the time period, a high interest rate is charged going back to day one," said Ray Benton, a certified financial planner based in Denver.If you're considering using a card offering zero interest on purchases for a period of...

http://chronicle.augusta.com/news/business/2014-11-30/3-tips-using-credit-wisely
Biz Bits

...Accredited Staging Profes sional designation from the Home Staging Institute. JAMES LEIBACHAward/honor: Named a Certified Financial Planner professional.Details: He works in the Augusta office of Raymond James & Associates Inc. KENT GUIONAward...

http://chronicle.augusta.com/news/business/2014-07-05/biz-bits
Saving grows tougher for Georgians, survey finds

...financial situation. Retirement is No. 2. After that are things like college for your kids," said Marbert, a certified financial planner. "... If you don't have an emergency fund established, you're going to fail at everything else...

http://chronicle.augusta.com/news/business/2013-04-05/saving-grows-tougher-georg
Half of older workers put off leaving workforce, poll says

...percent said they are somewhat likely."The definition of retirement has changed," said Brad Glickman, a certified financial planner with a large number of baby-boomer clients in Chevy Chase, Md. "Now the question we ask our clients...

http://chronicle.augusta.com/news/2013-10-20/half-older-workers-put-leaving-work
Atlanta mayor seeks 2nd term in Tuesday's election

...and wants to reduce the budget for the mayor's office by 20 percent, according to his Web site. Duke is a certified financial planner who is calling for the city to keep the Georgia Dome and not tear it down to build a new Falcons stadium...

http://chronicle.augusta.com/news/metro/2013-11-03/atlanta-mayor-seeks-2nd-term-
Many turn to financial planners to reach goals

...own. So he turned to a certified financial planner, Heidi Estroff. "She...said Ms. Estroff, a certified financial planner with Estroff Wealth Management...division: www.aicpa.org Certified Financial Planner Board: www.cfpboard...

http://chronicle.augusta.com/stories/2004/10/02/bus_430124.shtml
Business
Tools added to arsenal to battle identity theft

...20,000 personal loan. He hadn't, but someone using his name was seeking that money. Mr. Steiner, a certified financial planner for RegentAtlantic Capital in Chatham, N.J., was a victim of identity theft. After months of dealing...

http://chronicle.augusta.com/stories/2006/03/12/fin_69209.shtml
Finance
Credit, loan debts can hinder students

...wardrobe. At the same time, accumulated credit card bills and college loans must be paid. Barbara Steinmetz, a certified financial planner in Burlingame, Calif., said those first paychecks are often "more money than they've seen at any time...

http://chronicle.augusta.com/stories/2004/07/04/fin_421057.shtml
Finance
Strategies for dealing with credit card debt

...The fact is, shedding holiday debt can be as daunting as shedding holiday weight," said June Walbert, a certified financial planner with USAA, a financial services company in San Antonio that specializes in helping U.S. servicemen and...

http://chronicle.augusta.com/stories/2006/01/30/fin_50479.shtml
Finance
On the move

...Heidi B. Estroff has joined Elliot Davis Wealth Managemnt Services LLC as manager of planning support. The certified financial planner will be based in the firm's Aiken office and serve clients throughout the metro area. The California native...

http://chronicle.augusta.com/stories/2002/06/23/bus_345391.shtml
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