Financial Planning Association Of Puget Sound

Related News

UPS president joins board of national higher education association.
University of Puget Sound President Ronald R ... D.C. Members of the board set the association’s agenda on federal higher education policy and oversee its financial administration. The 44-member board also encourages support of NAICU priorities.

BNY Mellon Wealth Management’s Bo Lee Named One of Puget Sound’s Forty Under 40
SEATTLE--(BUSINESS WIRE)--Bo Lee, vice president and senior wealth manager with BNY Mellon Wealth Management, will be recognized as one of the Puget Sound Business Journal ... and Pacific Islands Philanthropy Association. “It's an honor to have.

Clearing the way to buy a bigger home
Marie doubted that they would be selected. As it turned out, they were. The Financial Planning Association of Puget Sound connected the Trujillos with financial planner Robin Tan and his son, Landon Tan, at KMS Financial Services in Kirkland. They.

Best-selling Author and Forbes Contributor Neale Godfrey to Launch Financial Planning Channel on New Digital Media Network, TheMaven
Neale Godfrey, a New York Times No. 1 best-selling author and award-winning financial expert best known as “the ... Ben studied Computer Science at University of Puget Sound. Director, Ross Levinsohn is a leading industry figure who has long focused.

Before marriage, couple must set financial priorities
The Financial Planning Association of Puget Sound worked with the Times and put out a call for a planner who would advise the couple at no charge. Trish Howe, a financial planner with an office in Seattle's Fremont neighborhood, volunteered. Young people.

High-tech guy struggles with student loans, medical debt
SEATTLE -- Paul Thureen is one of Seattle's high-tech newcomers, although that doesn't ... but it's not enough to completely cover the mortgage and taxes. The Puget Sound Chapter of the Financial Planning Association connected Thureen with Parker, the.

As grid modernization accelerates, which states are in the lead, and why?
Planning initiatives continue at the federal and state levels through the Department of Energy, the National Governors Association ... policy and deploying smart technologies. Ben Farrow, Puget Sound Energy (PSE) Electric Development Manager, emailed.

Are you saving enough for retirement?
Working with The Times, the Financial Planning Association of Puget Sound connected the Vargases with Steve Burkett, a financial planner with Palisade Investments. Although the couple’s retirement nest egg is modest now, Burkett noted that their.

Savings habit helps as tide turns for jobless woman
The Financial Planning Association of Puget Sound put her in touch with Seattle-area financial adviser Tom Zebroski. “I really appreciated how responsible she is with her money,” Zebroski said. “Most people don’t have their arms around their.