The Pyramid of Risk and Rewards
Posted On 27 Feb 2009 By Admin. Under Investment Allocation, Mashup, Retirement Plan, Retirement Planning.
The pyramid shows the risks and rewards of different types of investments.
Investments with lower risks and lower returns are at the bottom of the pyramid. The large base of the ... Continue Reading
No Comments
Common Retirement Mistakes
When should you begin putting away for retirement? Now! It is never too soon to put money away for retirement. Americans have several options to put away funds. IRAs, 401(k) ... Continue Reading
No Comments
Interesting Facts: Number of Wealthy Indivduals
It is estimated in 2004 that there were 2.7 million adults with gross assets of $1.5 million or more. This was the limit at that time for federal estate tax ... Continue Reading
No Comments
Ten Important Facts You Should Know About Taking Early Distributions From Your Retirement Plans
Posted On 24 Feb 2009 By Admin. Under Financial Plan, Financial Planning, Investment Allocation, Retirement Plan, Retirement Plan Distributions, Retirement Planning.
1. What constitutes an early distribution? Any distribution prior to age 59 ½ would usually be considered an early or premature distribution. That would be number one on the list.
2. Early distributions ... Continue Reading
No Comments
3 Basic Buckets To Put Your Money
Posted On 22 Feb 2009 By Admin. Under Budgeting, Financial Plan, Financial Planning, Investment Allocation, Retirement Plan, Retirement Plan Distributions, Retirement Planning.
There are different places that you can put your money. None are right for every situation. Each has its own distinct advantages and disadvantages. This is a brief summary of ... Continue Reading
1 Comments
Selecting the Proper Investment Allocation
Posted On 22 Feb 2009 By Admin. Under Budgeting, Financial Plan, Financial Planning, Investment Allocation, Retirement Plan, Retirement Plan Distributions, Retirement Planning.
The following questions are designed to determine an investment allocation that will help you meet your goals in a manner that you will be comfortable with. After answering these questions ... Continue Reading
No Comments
5 Reverse Tax Planning Tips
What is Reverse Tax Planning? Normally this focuses on reducing taxable income and taxes. Reverse tax planning does the opposite and may actually increase taxes. Why is this a good ... Continue Reading
13 Comments
Our Beliefs Become Our Truths
Posted On 16 Feb 2009 By Admin. Under Retirement Planning.
Our beliefs about money affect our view of how the financial world around us works. The assumptions we make, influence how we act in regards to money, what can be ... Continue Reading
No Comments
Creating a List of Family Money Values
Posted On 16 Feb 2009 By Admin. Under Retirement Planning.
How many families do you know that have taken the time and made the commitment to understand money? Very few because most have not even agreed upon what is important ... Continue Reading
No Comments
