Tag: money | Free Retirement Plan

Financial Planning : Where Do Actuaries Work?

Actuaries usually work within an insurance environment because they are highly skilled in mathematics and finance. Learn about alternative places where actuaries work to calculate risk with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker:…

How are you budgeting with prices going up and up?

Sometime I have a hard time budgeting and wanted to what you do to have a little extra money saved back. 1. I say clip coupons all the time and buy sale items. I once helped my family turn a $200 grocery bill into a $80 bill for scan and clipping coupons. trust me it…

Financial Planning & Investment Tips : Money Market Account Liquidity

Money market accounts can be liquidated, but make sure there is a secure financial plan before transferring funds. Find out more about money mark account liquidity 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…

Financial Planning for Retirement by Insured Investments Advisors Group, Inc.

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…

Financial Planning : About the Duties of a Financial Planner

The primary duty of a financial planner is to look at the assets of their clients in order to act in the clients’ best interests. Find out how a financial planner can help a person achieve their goals with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio:…

Dave Ramsey “Budgeting” Money Makeover – 1/10

Dave Ramsey’s book, The Total Money Makeover Workbook, will motivate you to immediate action so you can: * Design a surefire plan for paying off all debt * Set up an emergency fund * Prepare for college funding * Maximize your retirement investing…and lots more! Truth To Go: Dave Ramsey Author / Radio Host The…

Five Uses for Survivorship Life Insurance

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…

Personal Financial Planning Tips : How to Get Credit Card Debt Relief

Getting credit-card debt relief starts with the ability to set up a good budget and paying down credit-card balances. Discover other ways like dipping into savings or doing credit-card balance transfers to eliminate debt with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial…

Is there a program out there to help with budgeting?

I already have done a personal budget in Excel – but are there any budget programs out there where I can type in mine and my husband’s pay dates and amounts of pay, and then have the program calculate what can be paid out of each check that leaves me with some money left over?…

Proper Investment Approach Can Provide A Life-time Retirement Revenue .

Investment Approach The monetary confusion of recent times has given us centered 20-20 vision regarding money matters and many of us are asking what they can do now to help get ready for money wealth in days to come. Having the facility to manage discretionary income is one of life’s best challenges. In planning for…