Fulton Financial Planning
In The News
Deidra Fulton participates in various activities in the community, in the industry and in the media. Read about some of those recent activities...
 — June 2011
Speaker – Texas Business Women's State Conference
Deidra discussed Myths in Investing as part of the Innovations Station program during the Texas Business Women's State Conference.
— May 2011
Speaker – American Association of University Women
Deidra shared insights on Women's Issues in Retirement with attendees at the Interbranch Council meeting of the American Association of University Women.
— June 2010
Comments in Jean Chatzky Article
Deidra’s suggestions on what to do with a windfall recently appeared in personal finance expert Jean Chatzky’s blog.
Topping the suggestions was contributing the maximum amount to a ROTH IRA account, if eligible. Fulton also suggested the reader consider using a small portion of the money on something fun. Read the entire article:
(link: http://www.jeanchatzky.com/topics/college/ask-jean-what-to-do-with-a-windfall/)
— June 2010
Elected to NAPFA Region Board
Deidra has been elected to a two-year term on the National Association of Personal Financial Advisor’s (NAPFA) South Region board.
In this role she will work with other board members in providing strategic direction for the region and also serve as liaison for NAPFA members located in states ranging from Virginia to Texas.
About NAPFA: The National Association of Personal Financial Advisors is the premier national membership organization for fee-only financial planners. The organization champions guidelines for professional competency, comprehensive financial planning and fee-only compensation. It is one of 3 groups in the Coalition for Financial Planning, along with the Certified Financial Planner Board of Standards and the Financial Planning Association. The Coalition has become known as a leading voice in the call for a higher fiduciary standard among all advisors.
— April 2009
Top Money Mistakes
Deidra shared comments on Top Money Mistakes, during a segment which aired on the local NBC television affiliate’s 10pm newscast. Listen to the segment and also learn tips for stretching your dollars and spending your money more wisely. http://www.nbcdfw.com/around_town/the_scene/Five_
Ways_Smart_Women_Waste_Money_Dallas-Fort_Worth.html
— February 2009
Your Money Bus Tour
Deidra spearheaded planning and operations for the North Texas stops of the Your Money Bus tour, a nationwide financial literacy outreach initiative. The Money Bus made North Texas stops in Arlington, Southlake and Dallas on February 23. Sponsors for The Money Bus tour were the National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation, Kiplinger magazine and TD Ameritrade Institutional.
Deidra also shared comments about the initiative and the day’s activities with a reporter from the local ABC affiliate television station. Listen to the segment: http://www.wfaa.com/video/index.html?nvid=334871
— October 2008
Allocate Your Assets to Minimize Risk
“Building a portfolio is like cooking: You start with several basic ingredients, and the way you combine them can lead to something delicious or a hard, inedible mess. You may use all your ingredients or only a few. Or you may use most of them but in varying amounts. This strategy describes how to best allocate your assets for the most appetizing result: maximum returns with minimum risk.”
Article contributor Deidra Fulton, CFP®, shares key strategies that investors can use for minimizing portfolio risk. Read the full article from Investing in an Uncertain Economy For Dummies©.
— October 2008
Rebalance Your Asset Allocation
You’ve probably heard that rebalancing the asset classes within your portfolio is important from time to time but may not understand the reasons why nor the way to go about rebalancing. Or perhaps you’re not even sure what asset classes are.
Article contributor Deidra Fulton, CFP®, discusses key asset classes and shares insights on rebalancing asset allocations, including an example of rebalancing in action. Read the article from Investing in an Uncertain Economy For Dummies©.
— August 2008
NAPFA Advisor
Deidra shared comments in this magazine’s article which discussed the merits of pet insurance.
“ . . . it’s best to buy insurance while the pet is young, as the premiums increase quite a bit if they are purchased when the pet is older. So if purchased for a young pet, it might be a tradeoff as far as the premiums spent for the coverage vs. paying for an annual check-up and vaccinations out of pocket.
However, most people don’t think about buying pet coverage until their little one is older, at which time it’s usually not a bargain, or they find that coverage is not even available. Specifics vary among the plans, so be sure to encourage the client to compare carefully. As with health insurance for humans, it’s a good idea to prepare a cost benefit analysis for premiums/coverage under each plan under consideration vs. paying for typical expenses out of pocket.”
—April 2006
What’s My Line?
Conveying the right marketing message is essential in attracting the right group of potential clients.
—March 2006
Prescription for Confusion: Medicare Part D
Keeping up-to-date on the new Medicare Part D program is a must for more than just seniors.
—February 2006
Navigating the Part D Maze
Understanding the ins-and-outs of Medicare’s new Part D prescription drug program requires more than merely a cursory glance.
—January 2006
Participant in National Jump-Start Your Retirement Days Hotline
Deidra Fulton recently participated in Kiplinger Personal Finance magazine’s national Jump-Start Your Retirement Days initiative.
—January 2006
Money Savvy Tips
Making sure that your money works in the best possible way is important throughout the year – not just at certain times.
—August 2005
Participant in National Jump-Start Your College Savings Hotline
Deidra Fulton recently participated in Kiplinger Personal Finance magazine’s national Jump-Start Your College Savings telephone hotline.
—April 2005 and June 2004
Financial Awareness for Women
Dispelling myths about women and investing and finances was a significant focus in this adult community education program offered through the Plano Parks and Recreation Department’s Leisure Program.
—February 2005
NAPFA Study Group Leader
Sharing information on new industry developments and exchanging successful ideas among fellow financial planning professionals are key outcomes gained through networking.
—October 2004 and May 2004
Maximizing Your Homeowner Insurance
Understanding specific policy coverages and available options can have a significant impact on consumers’ wallets.
—September 2004
Just Give Me the Answer$
As a contributor to the newly-released personal finance resource book Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Questions, Deidra Fulton, founder of Fulton Financial Planning of Plano, joined other contributors in participating in Dallas/Ft. Worth area book signings at various locations.
—February 2004
Investor’s Business Daily
Accessing the lowest interest rates available for consumer loans always ranks high on the list of possibilities toward ensuring that consumers’ money works in the best way possible.
>Back to Top |
