For the past three years, many of our clients have preferred to pay their personal financial planning fees using our online payment facility, which until now made use of the Amazon Pay system. Well, a few days ago the good folks at Amazon Pay suspended our account with no prior notice after deciding that “regulated financial service” companies were not… Read more →
Category: FPAI Operations
A Very Quick Note About Our Phone System
When someone calls our phone number (636.527.5010) they first hear an announcement about who we are, etc. As a registered investment adviser we are required to provide certain information to all callers. We have just implemented a change in our system which will be of interest to our clients, who already know the required information. So, clients, when you call… Read more →
Warning: Scams abound.
Warning: Scams abound. This is a quick note to remind you that these are perilous times. There are phone scams, email scams, phishing scams, tax scams, website hijacking scams, etc., etc., the list goes on. Why do you care? Because the scammers are getting cleverer, and the potential cost of being scammed is great. So, we are including a few… Read more →
Two Very Quick Notes, Jan 22 2019
Clients of Financial Planning Associates, Inc., please note that your 4th quarter investment management reports were posted on January 3rd. Normally we confirm the posting of quarterly reports on the day that they are posted; however, in this case a software issue prevented us from publishing a notification until now. My father, Earl W. Goodin passed away from this life… Read more →
A Very Quick Note Regarding The KBS Strategic Opportunity REIT.
For those clients who own the KBS Strategic Opportunity Real Estate Investment Trust (REIT), please note that the recent declaration of a special dividend does not require any action on your part. We recommend that you affirm the default choice by taking no action. As a result, you will be receiving a check in December for some of the proceeds… Read more →