NJ Business Magazine - February 2010
Brad Bofford and Michael Flower were featured in NJ Business Magazine’s article Investing in the Post-Madoff Era addressing the impact that Bernie Madoff had on the financial management industry. It’s something they’ve had to address with new and existing clients, and they discuss how the Madoff scandal has actually helped them acquire new clients.
Financial Planning magazine - September 2009
The best practices culled from Brad Bofford and Mike Flower at Financial Principles were featured in an article titled, What's Next. Industry journalist, Marie Swift spoke to advisors around the country who are flourishing right now - despite the recession and endless stream of bad news. For the most part, it isn't special circumstances or luck that helps them succeed, but flexible business models that help them adjust quickly and take advantage of new opportunities.
Investment News magazine – March 2009Mike Flower was featured in Investment News magazine, a widely-read publication for financial advisors. Flower shares with peers his strategies for offering one-off services as a way of meeting the growing needs of investors seeking assistance with their financial planning.
401(k) or BUST: Should Savings Plan Pay a Continued Role in You Future – January 2009
In January, 2009's issue of New Jersey Business Magazine, Robert Giordano's article 401(k) or Bust: Should Savings Plan Play a Continued Role in Your Future, weighed investors options and incentives to utilizing qualified retirement plans. This article appeared in the Your Wealth section of the magazine. Read the article.
CNBC | MarketWatch | Yahoo! Finance | Los Angeles Times - January 2009
If you are flustered by economic conditions that are not likely to disappear too soon, then it’s time to focus on what you can control. To ring in the New Year, Brad Bofford was among a group of experienced financial advisors offer a range of philosophical and tactical advice to help ensure your joys outweigh your anxieties in the year ahead. Year end Tips.
Mainstreet.com - December 21, 2008
Although many financial advisors say never borrow from a 401 (k) plan unless a true emergency, there can be situations when doing so makes sense, if done wisely. In the current market conditions, Brad Bofford believes that borrowing from a 401 (k) plan can be better than options such as using credit cards or cash advances at much higher interest rates. "The last facor to consider is that you are essentially taking a loan against yourself, which is a better option than paying interest to an outside disinterested financial institution," Read more about When to Borrow from Your 401 (k).
InvestmentNews Magazine – June 2, 2008 Mike Flower was quoted in an article discussing how much power the FINRA should have after it proposed rules that would require broker-dealer principals to supervise insurance and investment advisory services more closely. “The proposal is likely to limit the life insurance companies with which independent-adviser firms can do business,” said Flower. Click here for the full article.
BusinessWeek.com- May 2008
Need some tips about how to avoid tax surprises during retirement? Ellen Hoffman interviewed some advisors, including Bradley Bofford, about tax issues affecting retirement finances. Read“Tax Diversification for Retirement Accounts”.
Success generates its own distinct set of challenges. A business owner, who over time accumulates a large net worth, almost always faces hurdles in preserving, enhancing and passing along these assets in the best possible manner. Brad Bofford provides his input in the article titled,"A Well-Tuned Professional Team Helps Assure Financial Well-Being".
Investment News- April 2008
Second Marriages Create Estate Planning Headaches, advisors find that keeping the peace can be difficult. Mike Flower adds his input in Lisa Shidler's article. Read the full article here.
Horsemouth.com - April 2008
In an article titled Improving DIalogue with Couples, Brad Bofford explained how he makes a point from the very onset of working with a new client that he wants both spouses invloved in the financial planning process as much as possible. Horsemouth.com is an online support service for financial advisors and other professionals.
New Jersey Business Magazine- February 2008
With the front end of Baby Boomers on the verge of retirement, many wonder when is the right time to start making adequate preparations. Rob Giordano provides advice on Retirement Planning in Mike Silverstein’s article,For the Boomers: A Retirement Planning Primer.
New Jersey Business Magazine - November 2007
Success generates its own distinct set of challenges. A business owner, who over time accumulates a large net worth, almost always faces hurdles in preserving, enhancing and passing along these assets in the best possible manner. Brad Bofford provides his input in the article titled,"A Well-Tuned Professional Team Helps Assure Financial Well-Being".
National Underwriter Life & Health magazine – October 2007
Brad Bofford provides advice on making a smooth transition from saving for retirement to the distribution of those savings while still ensuring the money is available throughout retirement. Read"The Leap To Taking Income Need Not Be A Free Fall", by industry journalist Jim Connolly for Bofford’s recommendations.
Bankrate.com - October 2007
Does building a portfolio sound intimidating? Mike Flower shares his knowledge in“Building Blocks for Successful Investing”. He also adds his input into developing a solid investment strategy in“Building a Portfolio”. Both articles are written by Shiela Steiner and published on Bankrate.com.
New Jersey Business Magazine - September 2007Mike Flower helps investors understand that the New ROI…Reliability of Income…during retirement means developing a solid plan to ensure that your money doesn’t run out before you do. “What many investors don’t understand is that accumulating wealth for retirement is vastly different than distributing that wealth to provide a comfortable lifestyle for themselves,” says Flower. Read the full article herefor tips to help make your money last.
BusinessWeek.com - August 24, 2007
In case you aren’t comfortable with bank loan funds, there are a few other places to stash cash right now. Lauren Young interviewed several advisors, including Brad Bofford, about their recommended alternatives. Read “Where to Stash Cash".
Investment News - August 20, 2007
Michael Flower offers his insights to journalist, Sara Hansard, for this article discussing the likely increased role of financial advisers serving as fiduciaries for 401(k)s. Flower, who plans to become a fiduciary adviser for 401(k) plans this fall, believes that while many companies offer computer websites that can be used by employees to decide on their investments, few employees take advantage of them. Read the article online.
e-Media Wire – May 2007
Professional advisor, Brad Bofford, shares about the necessity for preparing an estate plan – even for the average guy. His news release was distributed via e-Media Wire to journalists and bloggers across the country, including Yahoo! News. Brad was also interviewed by PR Web – listen to the interview here (pod cast).
Research magazine – April 2007
In Beyond Investment Advice, in this magazine for financial advisors, industry journalist Marie Swift explores what some financial advisors do to provide extra value to their clients. She cites Financial Principles’ “macroeconomic” approach in which they addresses all insurance coverage (including auto, homeowners and umbrella), group benefits, allocation of 401(k) plans with current employers, estate planning documents, tax-return review, etc. to gain a clear understanding of all areas of a client’s financial picture. ““We simply care about our clients and want to be sure they have all of their bases covered in their overall planning,” Brad Bofford says. Download the article.
New Jersey Business News - July 2006
In the article, "College Planning: A Moving Target", Brad Bofford shares his perspective on developing a proper savings plan for college costs, while continuing to give priority to retirement planning. He reminds readers, “You can borrow for college, while you can’t borrow for retirement.” View a PDF of the article.
Reed Logic - May 8 2006
"Excellence in Financial Planning - Strategies of Six Top Financial Advisors Analysed". Read the article online.
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