Word: planner
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...soon you need the money. If you need to tap the account in the next year or two, it likely won't have enough time to recover, says Ross Levin, a financial planner in Edina, Minn. One option is to move the remaining funds to a less risky investment within your plan (a new IRS rule allows 529 holders to swap their investments twice this year). But if you're concerned about the conservative options your plan offers, you may be better off cashing in and parking the money in an online savings account or money market fund. Finally...
...Munis don't offer the same sleep-at-night safety they used to," says Christopher Cordaro, a financial planner at Regent Atlantic in Morristown, NJ. Earlier this year, Cordaro, who has been a planner for 22 years, began advising clients for the first time in his career to trim their muni bond holdings. "Municipalities across the country are in rough shape." (See TIME's "25 People to Blame for the Financial Collapse...
...economic crisis unfolds it's getting harder to make the case that the financials of local governments are sound. "We know that there is going to be a number of states that will have problems balancing their budgets," says Diahann Lassus, a financial planner in New Providence...
...Fellows Program at the Institute of Politics. She currently works in the College Dean’s Office as the Room Reservations Coordinator and serves on the Advisory Board of the Student Organization Center at Hilles (SOCH). “I’ve been a social planner for as long as I can remember,” Sidwell said. “Ever since middle school or even elementary school, I’ve been planning social events.” Sidwell will work closely with Assistant Dean of the College David Friedrich and Judith Kidd, Associate Dean...
...Harvard Allston Task Force meeting in late March, BRA Chief Planner Kairos Shen committed to revitalizing the planning process for relocating the Charlesview Apartments and developing the Holton Street Corridor—two projects related to Harvard’s expansion that have been sidelined in recent months due to the focus on the Science Complex...