Free Retirement Plan

James Seramba, certified financial planner, discusses the process of choosing a financial planner

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The National Association of Personal Financial Advisors (NAPFA) created this video to explain why financial planning is important and how Fee-Only, fiduciary financial planners can help.

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College of Charleston student Katie Dangerfield explains the education requirements for taking the Certified Financial Planner™ examination.

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http://iiagroup.biz Choosing the right investment advisor. Host Tami Simpson, president and founder of Insured Investments Advisors Group delivers sound investment advice for retirees. Trying to decide if annuities, 401K, IRA, the Stock Market, Mutual Funds, Real Estate or other investment plan or strategy is right for you is what an expert retirement financial planner will help you decide. Look for a retirement asset allocation planner who is a Fiduciary who will manage assets for your benefit rather than for their own profits. Tami talks about Stocks, Bonds, Mutual Funds, Annuities, Savings, Insurance, IRA’s, 401k’s, Pensions, Investment Real Estate, Second Homes and Businesses. Learn about minimizing tax liability and providing for Long Term Nursing Care costs. Contact Insured Investment Advisors Group for a free consultation and evaluation.

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EZ Plan helps you plan your finances and make extra money. Order the CD and give it to a friend as a gift or download a free copy and install it on your PC. It makes a good Christmas gift for your husband, wife or other men, women, or teen boys or girls.

Update 2010.3.373 shows how to avoid pending insufficient funds conditions at your bank. It forecasts your financial status months and years ahead with amazing accuracy. Simply input your income and expenses on the EZ Plan calendar on the dates that you expect them and let the computer do the rest. The computer will show you when you should borrow money and when you’ll have extra money to spend. Special EZ Plan applications let you simulate financial conditions without actually experiencing them. You can setup a long-range budget and test the purchase of a new car, a new house or simulate the returns from your investments or the income from your employment and much more.

Eventually, we hope to allow you to upload your daily spend limits to your debit or credit card so that your daily spending decisions can be determined by your financial goals in addition to your bank-defined credit limit. If you attempt to overspend your budget, your debit or credit card will simply decline. In order for you to change your limits, you must revise your financial plan. Nobody needs to know your financial plans but you. This new EZ Plan feature will make credit and debit cards attractive to consumers who want to plan their finances. We need a bank willing to participate by allowing cardholders to upload daily sub-limits to their accounts.

We added an affiliate marketing program to help you make money. You must simply sign up as an affiliate at ClickBank or other companies, locate products that you think are helpful to youself and others, and then tell others about them. You’ll receive commissions when other people buy the products you recommend. We’ll help you spread the word by printing product-related business cards to hand out and also by providing a catalog to attract additional customers to buy your products. Depending on your products, your commissions, your expenses and your plan, you can emerge from the economic slowdown much stronger, wiser, richer and better than before.

EZ Plan is distributed on a CD. The main program is free, less shipping and handling. You must download the latest copy at least once a year. The basic program includes everything you’ll need to start planning your finances. Script programs, such as loan calculators, teacher lesson planners and smart browsers are distributed separately.

Please download a free backup copy of EZ Plan. Install it. Run it and send us your comments. Tell us about your personal projects that need cost analysis and your bills or investments that you would like to simulate so that we can help you get the most out of the EZ Plan software. Hopefully, after setting up your budget, you’ll be able to make trial purchases of new cars, new homes, vacations and more with the certainty of knowing how these items will fit within your budget. We would like team with the providers of these items and provide downloadable simulations that you can add to or remove from your budget whenever you like.

Our web address is:

http://sites.google.com/site/goezplan

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Most people have a family physician. Many, especially business owners, also have an accountant and an attorney. Fewer, however, have financial planners. Some of the reasons they give include: I am not sure what a financial planner does, I don’t know how to find a competent financial planner, I don’t have enough money to need financial planning. Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of “The Financial Wisdom of Ebenezer Scrooge” and “Conscious Finance,” both available on Amazon.com. You can learn more about Rick at wwww.kahlerfinancial.com.

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Millions of people bury their head in the sand when it comes to their finances.
25% of people have trouble sleeping because of their finances.
Discover a life that is richly yours.
Get a clear vision of your future.
Don’t just survive but live life to the full.
Giving you peace of mind around your money.
Enjoy today knowing tomorrow is taken care of.
Your life.
Your Money.
Make it count.

This is the new video for our new financial planning company: Serenity Financial Planning
Copywrited to Financial Weeks Ltd

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Kristin Harad of VitaVie Financial Planning http://www.newparentfinances.com discusses the benefits of working with a Certified Financial Planner.

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Brenda Lawrence, Mayor of Southfield, Michigan, discusses the importance of financial planning and conveys her community’s support for CFP Board’s free Financial Planning Clinic in Detroit, held on September 19, 2009.

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On August 4, 2007, hundreds of Boston-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached

Duration : 0:6:39

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