70 E 55th St
Midtown - New York, NY 10022
(212) 350-8220
About New Providence Asset Management:
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Categories: Asset Protection and Asset Protection Consultants
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Building Momentum Through Financial Planning
Learn more about the investment management industry including Building Momentum Through Financial Planning.
Is the Middle Class Listening to the Wrong Investment Advice?
Investment Advice for the Middle Class<br>If you are like most middle class investors, it may seem as if there are a million things that separate you from millionaires. In reality, the way the middle class and the wealthy handle investments can be quite similar; investment advice can be founded on the same principles – and the same misperceptio...
Does Financial Planning Help?
Here are five ways having a financial plan can help you.
Who Needs Financial Planning?
Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.” Over the years, it has been our experience that no one wakes up thinking, “I just have to do financial planning – starting today!” Instead, most prospective clients contact us when a triggering event occurs, such as a pending sale of a business, an increase…
Benefits and Financial Planning Software Discounts
Check out the many benefits and discounts available to financial planners and advisors through the Financial Planning Association. Join and become a member!
5 Steps to an Effective Financial Plan
It is important to have a financial plan at any age. Learn what you need to do to create a solid financial plan that will work for you.
Should Your Advisory Services Expand to Include Investment Advice?
What are the pros and cons of expanding your services to include offering investment advice?
Financial Planning Is More Than Numbers
The numbers should be working for you, to help you achieve those goals. You shouldn’t be working on your financial plan just to achieve the numbers.
Financial Planning Basics in 9 Steps
Everybody wants to have a solid financial plan, but over 40% of Americans don't have one. Unless you develop a formal strategy – like a written plan – it can be tough to accomplish a
Why Should You Care About Financial Planning?
Financial Planning can help you make big decisions, but it can also help you avoid big mistakes. Do you have a financial plan?
Financial Planning: The Power of Questions
Asking questions and the dialog this creates might be the most important financial planning tool of all.
The Hidden Benefits of Financial Planning
Financial planning provides plenty of immediate benefits, like paying off debt, but there are other hidden benefits that are just as important.
Start Your Own Financial Planning Firm
Read on to learn how to make your owning a financial planning firm dream a reality.
Your Financial Plan Doesn't Have to be Accurate to be Useful
Spending all your time trying to make your financial plan accurate? Learn how to think about financial decisions with imperfect information.
The 3 Most Common Financial Plan Mistakes
Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street. Successful investors understand the importance of creating a well-thought-out long-term financial plan. Failing to plan is a primary reason why so many people under-perform their...
Financial Planning Really Does Make a Difference
Households with a financial plan in place felt a higher level of financial well-being than those without a plan.
The Three Most Common Financial Plan Mistakes
“Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street.” Successful investors understand the importance of creating a well-thought out long-term financial plan. Failing to plan, is a primary reason why so many people under-perform...
Building Your Future With Values Based Financial Planning
Use values based financial planning to ensure that you are following your values, not someone else's. Work with your CERTIFIED FINANCIAL PLANNER™ to identify your values to build a better financial future for you and your family.
Financial Planning For The Person Who Has Everything
Are you fortunate enough to be in the tiny minority of people who don’t have a financial care in the world? If not, I’ll bet you know that person who, to the best of your knowledge, lacks nothing. There’s no need for financial planning, right? Let's put that notion to the test with this exercise.
Does Your Financial Plan Cover All of These Areas?
“Does your financial plan have a hole in it? Check to see if you have all five of the critical areas covered.”
