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Newspaper
Syracuse Herald Journal
Location
Syracuse, New York, United States of America
Date
Feb 28, 2000
Page
14
The reader explains joint accounts with an ex husband, loss of cards, and how offline Master Card debit and cash cards draw from checking and savings. The piece notes higher security needs for online use, outlines differences from credit cards, and warns of potential full account liability and reimbursement delays in case of fraud. It urges checking issuer liability limits and readiness for internet purchases.
Anthony Schiano explains financial planning should uncover money emotions and values before setting goals. He cites Values Based Selling and Bachrach to align plans with what money means to clients, from retirement to education to philanthropy, avoiding purely wealth-focused aims.
In June 1999 an investor sought safer growth and income after reallocating 75 percent from aggressive tech bets. The writer recommends a set of solid, dividend yielding names including Safeco, Lance, Plan New Excel Realty, TECO, First Union, and Philip Morris, detailing each stock’s dividend, yield, and long term growth track record.
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