Behind the Foundation for Financial Planning s push to get advisors to donate more time financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
Eileen Sharkey remembered as legendary financial planning pioneer
Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
April 26, 2021 5 MINS
The financial planning industry is mourning the passing of Eileen Sharkey, one of the industry’s pioneers, who leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
Sharkey, co-founder of the Denver, Colorado-based financial planning firm Sharkey Howes & Javer, died April 19 due to recently developed medical complications, according to a statement from the firm.
She was 75 and is survived by her husband Jim Darling.
The Problem With Financial Literacy—And A Proposed Solution forbes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from forbes.com Daily Mail and Mail on Sunday newspapers.
Coping with a difficult year: How your expert advice can change a life
Foundation for Financial Planning helps bring free financial advice and planning to people across the country who can’t afford a financial adviser.
April 12, 2021 3 MINS
Seven years ago, Serenity’s life took a drastic turn. After consulting several doctors about ongoing stomach pain, she was diagnosed with stage one gastroesophageal junction cancer. Following a painful surgery, a year of recovery and her daughter’s birth, Serenity’s cancer recurred this time in her lungs. In the years that followed, she experienced multiple recurrences throughout her body, with radiation and chemotherapy effectively treating the cancer each time. Despite such challenging circumstances, Serenity pushed forward, maintained her job at a local museum and continued to meet her personal and financial goals.
The advice she got through a CFP named Robert Sharer at the onset of the pandemic helped to change her life.
Together, they identified ways she could reduce her spending. Sharer also helped point her towards a bigger goal of home ownership to help get out of the high rent she was paying.
This past January, Whitehurst was able to achieve that goal when she bought a home. My finances are kind of limited, Whitehurst said. But with what I have, they really helped me get things in order to set me up for success.
Professional groups step up
Many Americans have faced unprecedented financial struggles due to the onset of the Covid-19 pandemic.