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1.
Back for good : You don't have to work abroad or live away from your family indefinitely as many overseas Filipino workers end up doing. Heed advice from financial experts, and a fellow OFW who made it back / by Anna Felipe. by Series: Entrepreneur. Page 70-72 ; Volume 15, Number 155 (December 2014)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --California, USA: Summit Publishing Co. Inc., December 2014
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 338.0405 En8 2014.

2.
Peso-wise : Four practical ways OFW parents can teach theri kids to be smart about money / by Justine C. Tajonera. by Series: Entrepreneur. Page 73 ; Volume 15, Number 155 (December 2014)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --California, USA: Summit Publishing Co. Inc., December 2014
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 338.0405 En8 2014.

3.
Umayos ka! : Why is it so hard to save money when you've been working abroad for so long? Maybe your're making these common mistakes / by Aya Laraya. by Series: Entrepreneur. Page 74-75 ; Volume 15, Number 155 (December 2014)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --California, USA: Summit Publishing Co. Inc., December 2014
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 338.0405 En8 2014.

4.
The benefits of roth accounts : considering tax rates before and after retirement / by Neal R. Vanzante by Series: The CPA Journal ; Vol. LXXXIII, no. 5 (May 2013).
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: -- New York: The New York State Society of Certified Public Accountants, 2013
Availability: Items available for reference: UM Bansalan College LIC: Not For Loan (1)Call number: BPer. 657.05 C33.

5.
How to give your child a financial head start / by George J. Stiemly Jr. by Series: Police: The Law Enforcement Magazine. page 44-49 ; Volume 40 Number 5 (April 2016)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --California: Bobit Business Media, May 2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 363.205 P75 2016.

6.
Planning to avoid the premature distribution penalty : the benefits and disadvantages of IRC section 72(t) / by Tracey Anderson by Series: The CPA Journal ; Vol. LXXXIII, no. 6 (June 2013).
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --New York: The New York State Society of Certified Public Accountants, 2013
Availability: Items available for reference: UM Bansalan College LIC: Not For Loan (1)Call number: BPer. 657.05 C33.

7.
Stepping to the next level: What makes a succesful financial planning practice/ by John P. Napolitano by Series: Accounting Today. pages 18-19 ; Volume 30 Number 3
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --New York: SourceMedia, Inc. 2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer.657.05 Ac27 2016.

8.
Buy, sell, or hold?: Picking the PFP model that fits your firm best/ by John P. Napolitano by Series: Accounting Today. page 22-23 ; Vol. 31 No.5
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --New York City : SourceMedia, 2017
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac 27.

9.
Stop failing at financial planning: A half-hearted approach is not enough for these services/ by John Napolitano by Series: Accounting Today. pages 16-17 ; Volume 30 Number 4
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: ---New York: SourceMedia, Inc,. c2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac27 2016.

10.
Helping clients navigate the noise: Education and patience can beat market news/ by John P. Napolitano by Series: Accounting Today. page 16-17 ; Volume 31 Number 7
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: -- New York City: SourceMedia 2017
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657. 05 Ac 27.

11.
Friendly family: to really know your clients, you need to know their loved ones/ by John P. Napolitano by Series: Accounting Today. pages 24-25 ; Volume 30 Number 5
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: ---New York: SourceMedia Inc., c2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac27 2016.

12.
Protecting clients from their family: too many relatives are putting wealth at risk/ by John P. Napolitano by Series: Accounting Today ; Volume. 31 No. 81
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: -- New York: Source Media Inc. 2017
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer.657.05 Ac27.

13.
Setting high standards: The new fiduciary rule and technology are top of mind for CPA financial planners/ by Daniel Hood by Series: Accounting Today. pages 12-15 ; Volume 30 Number 6
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: ---New York : SourceMedia Inc., c2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac27 2016.

14.
Working as a team: Dealing with your clients' other advisors/ by John P. Napolitano by Series: Accounting today. pages 19-20 ; Volume 30 Number 8
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: ---New York: SourceMedia Inc., c2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer.657.05 Ac27 2016.

15.
Stepping up: Turning financial planning into wealth management/ by. John Napolitano. by Series: Accounting today. page 23 ; vol. 29, no. 8 (August 2015)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --NewYork: SourceMedia, Inc., c2015
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac27.

16.
Tapping into social security: A framework for timing benefits/ by Tara Thompson Popernik by Series: The CPA Journal. 52p | The CPA Journal ; Volume 533 Number 1 (February 2013)
Material type: Text Text; Format: print regular print ; Literary form: Not fiction
Publication details: --New York City The New York State Society of Certified Public Accountant, c2013
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: Bper. 657.05 C33 2013.

17.
Think before you build: Is a financial planning practice right for you?/ by John P. Napolitano by Series: Accounting Today. page 27-29 ; Volume 31 Number 11
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: -- New York City: SourceMedia, 2017
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac 27.

18.
How small a client is too small?: Building a PFP practice among the midsized mass-affluent/ by John P. Napolitano by Series: Accounting Today. page 22-23 ; Volume 31 Number 112
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: -- New York City: SourceMedia, 2017
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac 27.

19.
Whatever you do, help your clients: Finding success with personal financial planning service/ by. John Napolitano by Series: Accounting Today. page 36 ; vol. 29, no. 12 (Dec. 2015)
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: --NewYork: SourceMedia, Inc., c2015
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer. 657.05 Ac27.

20.
Is financial planning right for you?: How to figure out if your firm should be offering these services/ by John P. Napolitano by Series: Accounting today. pages 20-21 ; Volume 30 Number 10
Material type: Article Article; Format: print regular print ; Type of continuing resource: periodical
Publication details: ---New York : SourceMedia Inc., c2016
Availability: Items available for reference: UM Bansalan College LIC: Not for loan (1)Call number: BPer.657.05 Ac27 2016.

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