Posts Tagged ‘stocks’
Personal Financial Planning Tips : How to Buy Your First Investment Property
When buying your first investment property, something to think about is the possibility of being a property manager or maybe hiring one if being a landlord is not appealing. Research is crucial when buying investment property, so learn what to look for when buying land with tips from a financial planner in free personal-finance video.…
Read MorePersonal 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…
Read MoreFinancial Planning : Become a Certified Financial Planner
A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor’s degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship…
Read MoreFinancial Planning : How to Become a Money Manager
In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio:…
Read MoreLatest Money Saving Tips for the Over 50s
MORE TIPS AND THINGS . . . . . . Are we left with an expanded waistline and a diminished bank balance. (Wouldn’t it be great if, just for once, the situation was reversed and we could greet the New Year with a diminished waistline and an expanded bank balance?). However, before we get down…
Read MoreHow do I compute the basis of stock for IRS form 1116 in part 4(b) of the worksheet?
The IRS requires that you determine the allocation of interest expenses to US and foreign investments using the ratio of the basis of foreign investment assets vs. the basis of total assets. When assests are stock and nothing is bought or sold over the course of the year, the basis value is straigtforward (in fact…
Read MorePersonal 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…
Read MoreCareers in Financial Planning : About Financial Planner Jobs
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…
Read MoreFinancial Planning: Annuities : What Is a Tax-Sheltered Annuity?
In a tax-sheltered annuity, the growth of money within an annuity is not taxed. Use tax-sheltered annuities to keep money from getting taxed with tips from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of…
Read MoreFinancial Planning : How Much Do Actuaries Earn?
The earnings for an actuary are varied, but they usually start with a salary of around $50,000, and highly trained actuaries can make as much as $250,000 a year. Discover how experience and longevity can affect an actuary’s salary with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith…
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