Comments for Advisor Blog

Comment on When Will You Retire? by Valentina Allison

Valentina Allison — Mon, 19 Mar 2012 06:59:57 +0000

Hi,

I am Valentina, a member of some financial communities. I came across your website:cifblog.org and found it very informative and helpful. I would like to send you an article as a guest post (relevant to your site).

It will be my pleasure if I can contribute some quality content. Please kindly let me know
how and where should I send you the article.

Waiting for your quick response.

Thanks and regards,
Valentina Allison
[valentina3633(at)gmail(.)com]

Comment on What happens if your insurance company fails? by learn more now

learn more now — Fri, 02 Mar 2012 06:24:32 +0000

Hi friends, its wonderful post regarding educationand completely explained, keep it up all the time.

Comment on Retirement income scorecard: Interest and dividends by First quarter 2012 retirement income scorecard: Managed payouts | California Institue of Finance (CIF) Blog

Thu, 26 Jan 2012 18:38:23 +0000

[...] post continues my retirement income scorecard for the first quarter of 2012 (See Part 1), showing how much retirement income you can generate with $100,000 of retirement savings at the [...]

Comment on Financial Planning, Step by Step (Video) by Marel

Marel — Thu, 29 Dec 2011 14:45:43 +0000

That’s a smart way of tkhiinng about it.

Comment on Long-term-care costs: What’s next? by CIF Blog

CIF Blog — Tue, 06 Dec 2011 16:55:00 +0000

Thanks for visiting and commenting Olivia. Our program emphasizes LTC plans to our students. It is an often overlooked, but very important tool for retirement planning.

Comment on Long-term-care costs: What’s next? by Olivia Hall

Olivia Hall — Thu, 01 Dec 2011 09:28:58 +0000

The article is really informative and beneficial for the senior citizens who needs balanced retirement plans.By knowing certain information,they can make decision to have the best long-term care insurance plan for themselves. A long-term care insurance policy is the best way in which you have to pay in advance and that too in fewer amounts in order to combat future’s big financial problems.

Comment on Divorce and Taxes « All Things Financial Planning Blog by Etta

Etta — Fri, 05 Aug 2011 01:33:54 +0000

Unbeleaibvle how well-written and informative this was.

Comment on The Burden of Student Debt by Herman Brodie

Herman Brodie — Wed, 27 Jul 2011 14:00:00 +0000

It is not counterinuitive at all. Any other perception of the debt would be incongruent with the sacrifices they have made and provoke cognitive dissonance. Sadly the debt does not diminish as quickly over time as the graduate’s sense of achievement.

Comment on Becoming a Certified Financial Planner (CFP) by Darlene Sturgeon

Darlene Sturgeon — Wed, 11 May 2011 20:12:34 +0000

I recently completed my MBA at Cal Lutheran and I am looking at doing the certificate program in Financial Planning. CLU’s MBA program was EXCELLENT and I really want to get started on the Certificate program soon.

Comment on Thread: CIF Course in China – Day 6 by Charley Herbert

Charley Herbert — Thu, 14 Apr 2011 21:03:39 +0000

This day was really special given that it was our first day interacting as representatives of CLU and the US. It was important that we understood some basic customs in the business world and we got to practice them in several different settings.

As Jay mentioned, Dr. Basu and Yifan gave us a presentation on introductions and business card exchange practices which were very important in establishing respect and relationships.

Business dinners are a critical element of establishing and building guanxi – deep personal relationships that are the foundation for successful business dealings. There are strictly observed formalities for seating arrangements, toasts, gift exchanges and other social graces that were important to observe. We all went around a very large round table that seated over 20 people and introduced ourselves. The night was wonderful and we were graciously entertained by Mr. Sun, in part out of deference to Dr. Basu and CLU which had taken such good care of Mr. Sun’s daughter – Wendy. We had dinner, course after course, served to us with many attentive servers assuring a first class affair.

When exchanging business cards, you introduce yourself last name first and first name last. You extend the card with it in the proper position for the person receiving it to be able to read it. You extend it with both hands on the card and bow towards the recipient as you extend the card to them. When they hand their card to you, you pronounce their name back to them out of respect and to confirm pronunciation; a challenge with many Chinese names for us Americans!

Timeliness for appointments is another priority in business settings and in cities with populations of 23 million people, getting around can be a challenge. Therefore, giving plenty of extra travel time is very important.