Selecting the Proper Investment Allocation

The following questions are designed to determine an investment allocation that will help you meet your goals in a manner that you will be comfortable with. After answering these questions you should be able to determine an investment allocation that will suit your needs. Circle the number that best matches you answer. Add the values…

Read More

Financial Planning Differentiation and the Achievement Gap

Financial Planning   People think that financial planning is easy. Actually financial planning is not hard but it does take effort. This is the difference between achievement of your financial goals and not. Investors who are working on financial planning are faced with ever-increasing pressures of closing the achievement gap across the nation. There are those…

Read More

Planning for your Retirement in Five Minutes or Less

http://www.selfgrowth.com SelfGrowth.com founder welcomes special guest Bill Losey, the Official Guide to Retirement Planning to the studio and discusses steps investors of any age can take to plan for retirement Bill Losey, CFP®, CSA, America’s Retirement Strategist®, is the resident retirement planning expert on CNBC’s “On The Money” television program. He is also the author…

Read More

form 1099 r distribution form,,need to file,,please help!!!?

my husband filed our 2008 tax return,,i had just received my 1099r form for a loan i had taken from my retirement plan,,,what should i do??,,,the amount shown on the form is 1007.11,,how much would we have to pay,,and can we file this separately now that we had already filed our taxes,,please help If you…

Read More

Retirement Rollover Basics

Retirement Rollover Leaving your job because of retirement, termination or you found a new job and you don’t know what to do with your old retirement plan money? Is a retirement rollover possible? Should I do a retirement rollover? Then here are some things to think about. 1.       Should I leave my money with my…

Read More

Job sucks but funds financial freedome plan. Stay in job?

Job with no raise/promotion prospects. Self esteem non-existent in office. Pay channeled into financial freedom plans. Keeping job with hopes to break free one day.Good plan? If you are relatively young and have no dependants then leave the job now. If you do not do this then you will stay in a rutt of your…

Read More

7 elements of financial planning?

I have heard mentioned on financial radio shows "The 7 elements of financial planning". Does anyone know what these are? – Budgeting – Saving and Investing – Insurance – Debt – Tax – Estate – Retirement Click on the link for a write-up of each element.

Read More

I’m Laid-off, Now What Do I Do?

OK, you’ve been laid off.  Whether it is your first time ever being terminated, laid-off or fired, or not, it is generally not a good feeling.   Understood.  How you handle your new temporary situation, both mentally and actively, will be the single largest factor effecting whether you come out on top.  It is not untrue…

Read More

Fastened Rate Mortgage vs. Adjustable Fee Mortgage

Essentially the most primary distinction between sorts of mortgages which can be out there while you’re seeking to finance the purchase of a brand new house is how the rate of interest is determined. Primarily, there are two forms of mortgages – fastened fee mortgage and an adjustable rate mortgage. If you happen to select…

Read More