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You are here : Free Retirement Plan » Archives for July 5th, 2010

Anybody have tips for reducing my Tax Bill?

Anybody have tips for reducing my Tax Bill?
Posted On 05 Jul 2010 By Admin. Under tax tips.
Just looking for some advice/tips on how to save money on my tax bill. Thanks in advance It would help if we knew your personal circumstances. Are you employed or self ... Continue Reading
3 Comments

How do you collect your retirement savings plan?

How do you collect your retirement savings plan?
Posted On 05 Jul 2010 By Admin. Under Retirement Plan.
After leaving employment, how do you collect your retirement savings plan or 401K? how long does it take to collect it? You have a few choices to make. 1. ... Continue Reading
5 Comments

Is it true paying a lump sum into an investment ISA risks low profit, but regular small payments spreads risk?

Is it true paying a lump sum into an investment ISA risks low profit, but regular small payments spreads risk?
Posted On 05 Jul 2010 By Admin. Under Investment Allocation.
I've been told by an advisor at the Hallifax that the reason my investment ISA went down in value is because I paid my full allocation in one lump sum. ... Continue Reading
2 Comments

I need some professional advice about my credit situation. Is there free credit counseling near Sherman Oaks?

I need some professional advice about my credit situation. Is there free credit counseling near Sherman Oaks?
Posted On 05 Jul 2010 By Admin. Under Free Financial Plan.
I'm looking for a credit counselor who can sit down with me and look at my financial situation and help me come up with a plan to manage my debt. ... Continue Reading
4 Comments

Purchase a family owned financial planning practice?

Purchase a family owned financial planning practice?
Posted On 05 Jul 2010 By Admin. Under Financial Planning.
I am in the financial services business, and have been doing this on my own full-time for 1 year, but have done internships and other work experience in this industry ... Continue Reading
1 Comments

How long does it take for a budgeting loan to go into your account once it has been approved of ?

How long does it take for a budgeting loan to go into your account once it has been approved of ?
Posted On 05 Jul 2010 By Admin. Under Budgeting.
Once you have signed the declaration for the budgeting loan how long does it take to go into your bank account? I was told once they have received the declaration ... Continue Reading
3 Comments
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