The Loren Dunton Memorial Award was established by the IARFC in 2000 and is awarded to the person who has made substantial contribution to the financial services profession and who embodies Loren’s mission to “help persons wisely save, spend, invest, insure and plan for the future.” Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – that…
Month: October 2016
The Fall 2016 Issue of the Journal of Personal Finance is available. Members can access the full online version by logging into their membership account or by joining the IARFC (a great member benefit). Hard and PDF copies are available to members and non members alike at the IARFC store. In this Fall 2016 issue: Evaluating Financial Planning Strategies and Quantifying Their Economic Impact Marriage and Taxes: Who Pays? Competing Risks: Death and Ruin College Student Attitudes toward Retirement Planning: The Case of Mexico and the United States Making Your Money Work: Tax Refunds to Debt Reduction IARFC National Financial…