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…

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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…

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After leaving employment, how do you collect your retirement savings plan or 401K? how long does it take to collect it? You have a few choices to make. 1. You could leave your 401k at your previous employer but you can no longer contribute and they may start charging you, I would advise against this…

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We talk about the Rule of 72 and how big a difference it makes when you get a better rate of return on your investments. We take a look at what $100/month looks like in CDs, Bonds, Preferred Stock, S&P ETF, Growth Equities, and Emerging Markets. Make sure your adviser gets to know you and…

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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,…

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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…

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Survivorship life insurance is a life insurance policy that insures two people and pays at the second death. Also referred to as second-to-die life insurance, common abbreviations are SWL for survivor whole life and SUL for survivor universal life. Advantages Since the insurance company does not have to pay until the second person dies, the…

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