Word: planner
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...next few years, the most important question you need to answer is this: Are you truly ready to downsize? It's not easy giving up the place where your kids grew up. "But it's always a profitable decision in a strict financial sense," says Phil Storm, a financial planner in Denver. He argues that living in a house that's too big ties up capital and imposes unnecessary taxes and upkeep costs. "I advise making the move as soon as those bedrooms are empty," Storm says...
...diverse client base, he hired Peter Montoya, whose firm, based in Tustin, Calif., specializes in marketing independent financial advisers. After identifying Cole's core values of family, church and hard work, plus his affinity for fishing, golf and travel, they came up with a focused brand for him: wealth planner for active retirees. Now Cole says he is "working with fewer clients, but they're more profitable." His revenue is up more than 30% over last year...
...been in command in Iraq for more than two years, has been the target of some of these complaints. But he came to Iraq when the situation had already degenerated into a complex insurgent fight. More criticism is being directed at Abizaid, who was a key military planner for the Joint Chiefs of Staff in the Pentagon before becoming Director of the Joint Staff, and then No. 2 at CENTCOM to Gen. Franks...
...capital's established operators, however. As the former owner of Frank's Place - a no-nonsense pub on the edge of the grubby Sanlitun bar area - Briton Russell Probert has already paid his dues in the city. He decided to go upmarket when Frank's came under a city planner's wrecking ball in 2005. His new operation, the decidedly grown-up Pavillion, tel: (86-10) 6507 2617, features luxurious fittings, fine wines and what might be described as discriminating prices. It's aimed, says Probert, at "locals who have become more affluent and discerning." It's not just foreign...
...membership co-chair Ellora A. Derenoncourt ’09 describes the planner as a combination of a calendar and a ’zine...