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                                 Meet the Hosts of our
    International/Cross-Border Knowledge Circle

    *  Lubomir Christoff is the host for Europe/Africa region
    *  Vishal Dhawan is the host for Asia Pacific
    *  Tom Zachystal is the host for North America
    *  Jeff Crampton is the host for South American and the Caribbean

    Click here to join - specify International.

    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot


  1. Harry Starn, Jr., CFP®, CFA
    Harry Starn, Jr., CFP®, CFA

    California Lutheran University
    Thousand Oaks, CA

    12970 Points

  2. Victor Ricciardi
    Victor Ricciardi

    Goucher College
    Baltimore, MD

    5753 Points

  3. Jason T. Plank, CFP®, CRPC®, AAMS®
    Jason T. Plank, CFP®, CRPC®, AAMS®

    Ameriprise Financial Services, Inc.
    Edina, MN

    290 Points

In The Know


  • Richard W. Stumpf, CFP®,MBA,CEBS,AEP, A

    RE: Is having an integrated technology solution...

    Posted in: International Cro...

    Hi Vishal, It's interesting having a discussion on integrating solutions, and coming back to the fact that a lot of people use excel. My partner and I have really shifted from the software planning solutions back towards more excel spreadsheets....

  • Daniel Serra, CFP®, MS, CDFA, ADPA

    Don't Be Scared! November Retirement Planning Circle...

    Posted in: Retirement Planni...

    We're off to a great start with our engaging October Knowledge Circle Retirement Planning call; let's keep it going with our next call Nov. 20 at 2 p.m. Eastern time. Our topic will revolve around considerations for health care expenses in retirement...

  • John R. Power, CFP®

    RE: Social Security Benefits Decisions

    Posted in: Retirement Planni...

    Good post. Particularly important to provide ways to better present the benefits of holding off for those you think would be best served by doing so. I'm often bemused by the quest to maximize benefits from the Government in the writings without...

  • Bhuvana Shreeram

    RE: Women and Finance Hosting Call Monday 11-3-14...

    Posted in: Women and Finance

    That's a good time.. I'll be in. Bhuv

Our Community



John R. Power, CFP®

John R. Power, CFP®

John R. Power, CFP®