Posts Tagged ‘advisors’
How can i make a financial plan ?
I want to lower my expens and increase my income Make a budget. List what you earn and list what every single expense that you have is. Look at where and how you can cut down. You also need to save a certain amount of money every month. Then you can look at ways to…
Read MorePlan on turning in Mini Madoff $1 billion to SEC hope they will listen to me this time Markopolos
Harry Markopolos Financial Services Committee Sherman (D-CA) “Assessing the Madoff Ponzi Scheme and Regulatory Failures” Duration : 0:6:2
Read MoreCareers in Financial Planning : About Financial Planner Jobs
Financial planners typically work in the insurance industry, the mortgage industry or real estate, but some are general practitioners. Discover the benefits of financial planners having a broad base of knowledge with help from a financial strategist and consultant in this free video on financial planner jobs. Expert: Ted Schmidt Contact: www.flgus.com Bio: Ted Schmidt…
Read MoreFinancial Planning: Annuities : What Is a Tax-Sheltered Annuity?
In a tax-sheltered annuity, the growth of money within an annuity is not taxed. Use tax-sheltered annuities to keep money from getting taxed with tips from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of…
Read MoreI need some professional advice about my credit situation. Is there free credit counseling near Sherman Oaks?
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. I need help getting out of debt but can’t seem to find any legitimate places to go to get help near Sherman Oaks, CA. I…
Read MoreDesign a process to improve financial picture. Explain using exponential and or logarithmic functions?
No income tax is due on the interest earned in some types of investments. You deposit $35,000 into an account. Which of the following plans is better? A. (tax free) the account pays 6.25 compounded annually. There is no income tax due on the interest earned. B. (tax deferred) the account pays 7% compounded annually.…
Read MorePersonal Financial Planning Tips : How to Keep Proper Records for Donations
The IRS requires proper records like a receipt, canceled check or investment statement for all cash donations under 250 dollars. Avoid an brutal IRS tax audit with proper book donation bookkeeping with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti…
Read MoreFinancial Planning & Investment Tips : Cost of Capital
The cost of capital is directly linked to potential gain because it helps companies stay in business. Discover more about the cost of capital with tips from a registered financial consultant in this free video on financial planning. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales…
Read MoreTax Tips for 2006 & 2007 – This Will Shock you
While 90% of the U.S. population is bemoaning the quickly approaching April 15th tax deadline, I am waiting for my gift from the IRS. I big fat refund. How you ask? I take advantage of the one last tax shelter available to the average person. Before I tell you my best tax tips for 2006,…
Read MoreHas anyone used the Financial Planning service from Primerica?
I was wondering if anyone has used the financial planning service offered by Primerica. Has anyone had a positive or negative experience with them? I’m hesitant because of their whole recruiting representatives thing in their presentation makes me question things. This is just regarding their financial planning service…not employment. If you’re a Primerica rep, please…
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