Personal Financial Planning Tips : How to Design a Savings Plan

When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for…

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Personal Financial Planning Tips : How to Create a Financial Plan

When creating a financial plan, the first thing to consider is setting up a budget to better understand how much money can be saved. Learn why a budget is crucial for setting up a financial plan with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as…

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Personal Financial Planning Tips : How to Select a Good Mutual Fund

Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works…

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Personal Financial Planning Tips : How to Buy Life Insurance

Life-insurance policies come two ways, a term policy or a whole-life policy, and they can be bought online or through a life-insurance agent. Purchase a life-insurance policy and give family members piece of mind with helpful hints from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a…

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Personal Financial Planning Tips : How to Buy Stocks

Two ways to buy stocks include a dividend reinvestment plan or DRIP offered by Fortune 500 companies or by buying through a discount brokerage. Purchase stocks for investing in Wall Street with tips from a financial planner in this free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for…

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Personal Financial Planning Tips : How to Create an Investment Portfolio

This video discusses the steps you should think about when creating an investment portfolio. You should seek the advice of a professional when planning your investment portfolio When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas…

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