A To-Do List For A Surviving Spouse
This article came from Kiplinger.com and it’s called “A To-Do List For A Surviving Spouse”. by Susan B. Garland Monday, August 29, 2011 […]
Estate Planning, financial planning, Retirement Planning
certified financial planner
Debt, financial planning, Investing
Swatting Flies!
Black flies are driving me and my neighbors crazy this time of year! Learn how to identify and eliminate the financial flies in your house. This article is a must read!
Estate Planning, financial planning, Taxes
Health Care Reform Means Higher Taxes
The new sweeping health care reform will bring higher taxes to many taxpayers, and it won’t be pretty.
financial planning, Health Care, Investing, Recession
SEC Wants To Hold Broker-Dealers To Fiduciary Standard
The SEC wants broker-dealers to be held to the same fiduciary standard as investment advisors.
Economy
Maybe Washington Needs A Certified Financial Planner
Spending less and saving more is the first and most basic principle of personal financial planning. Maybe Washington needs to hire a Certified Financial Planner.
Retirement Planning
Cash Flow Management
Controlling your money through cash flow management is the first step towards financial freedom and independence. It’s very simple in concept, but very difficult to do. If you want to be a millionaire, you need to get good at this.
Retirement Planning
The Retirement Paradigm
Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.
Annuities, Insurance, Investing
Is An Equity Indexed Annuity Right For Me?
New breeds of fixed annuities have become very popular with investors, especially in these volatile markets.
Uncategorized
Why Work With A Certified Financial Planner?
These days there are over 90 different designations & titles available in the financial services industry. This post discusses a few of the most important ones to look for.