Retirement Planning – Spotlight January 2010

http://www.producersweb.com The January Spotlight on Retirement Planning discusses how the college savings market is expected to more than double during the next five years, but 529 plans will make up but a small portion; the fact that 401(k) sponsors plan to expand their focus to include investment structure reviews and plan design; and XA Equitable…

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Financial Planning : How to Become a Stockbroker

In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers. Expert: Patrick Munro Contact: www.northstarnavigator.com…

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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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Who Can I Talk to About Affording a Second Child?

My husband and I have one beautiful child (age 1) and we are wanting to have another. I am concerned about finances as prices are crazy these days and I want to be sure we are in the best situation with our finances. I talked to a bank that offered free financial planning advice but…

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Edifi financial aid for college scam or not?

I am trying to figure out if this is a scam or not. I do not have to pay for the financial aid (of course) and it is telling me i ave to go to an interview on may 15th or 16th. If you would like to read the letter I have typed it out…

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