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Listed as one of the country's "Top Wealth
Managers" for 2005, 2006, 2008 and 2009.
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Listed as one of the “Top 150 Best Financial Advisors
for Doctors” 2000, 2002, 2004 & 2006
Listed as one of the “Top 250
Financial Planners in the Nation” 1998-2002
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NEW
2009
Tax Tips
Guy McPhail, president,
Zdenek Financial Planning, offers tips to small business
owners. |
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"Planning
For Profit"
by Guy McPhail A
monthly column by Guy McPhail, president,
Zdenek Financial Planning
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"Coming
Into Flower"
Summer 2006 issue This article
quotes Al Zdenek giving a small business owner financial
planning and cash flow management tips for her business
to help increase profit margins and drive growth. |
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"Stalking the Right SMA Manager",
by Al Zdenek
November 2005 issue
"How to Avoid Cracking
the Retirement Nest Egg"
August 17, 2003 |
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This article addressed important steps
that people who are just entering retirement can take to
improve their ability to have their investment portfolio
last them through their retirement years. The story featured
a client of Zdenek Financial Planning and the smart actions
taken with her investment portfolio that helped her preserve
her wealth during the last bear market.
"Where to Put Your Money
Now"
March 2004 |
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"The
Waiting Game"
September/October
2003; May/June 2003 |
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“Section 529 Savings Plans Part 1”
December 27, 2002
“Section 529 Savings Plans Part 2”
January 28, 2003
“Making Life Less Taxing”
December 15, 2000
“IRS 415(e) Repeal: Real Retirement
Savings”
November 13, 2000
“Go With The Flow”
November 9, 2000
“What’s Good For You Is Good For Your
Business”
November 7, 2000
“Bankruptcy”
October 15, 2000
“Taking The Leap”
October 11, 2000
"Taxing Question"
October 2000
“To Roth or Not To Roth”
September 18, 2000
“Financial Employees Not Suited To Casual Dress”
August 2000
May 10, 2000
Al Zdenek was featured on NBC Nightly News with Tom Brokaw.
Mr. Zdenek offered planning advice to people who received
large sums of money from the largest ever lottery pot in
America.
“Options As Insurance Policies”
March 19, 2000
Business News
“For Many Stock Options Are No Longer Option”
March 14, 2000
“Steer Clear of Audit Minefields”
February 7, 2000
“Help! There’s a Bear In My Portfolio”
January 30, 2000
“The Negotiator”
January 6, 2000
“401(k) Plans and Company Stock: How Much Should You
Retain?”
July 1999
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