Posts Tagged ‘info’

Fee or transaction-based accounts

It’s difficult to judge the value you’re getting from your investment company, without first understanding your financial plan. Different methods of growing your money will have different fees associated with them. Take a standard brokerage account. Many say its best to have it managed. This means your representative, or a third party manager is monitoring…

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Top 4 Retirement Issues Baby Boomers Face In Retirement

Retirement Issues The game has changed in terms for retirement for the Baby Boomers. The question used to be not if you would be able to retire it was how much will you have in retirement? Now the question is can you afford to retire? This is a completely different approach from the days when…

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which is the best retirement plan in India?

Present age is 45 and my retirement age is 60. Hence if I invest Rs 50,000/- per year for the next 15 years, which retirement plan is best and secure. Checkout this link below: http://www.licindia.in/pension_plans.htm Thank you very much!

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How to prepare a business plan for a Financial Advisor?

Hi, I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises. Thank you, R. What is your charter of duties? Some people draw…

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Health Insurance in Florida is Out of Control

Health Insurance premiums are out of control! The trend of higher costs and lower benefits is on the rise. Florida Health Insurance web suggests using an insurance professional to find the best available rates for your individual, small business, or self employed health insurance. Voted the number one insurance portal by Florida consumers, Florida Health…

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looking for professional retirement planning software?

I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they…

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