Posts Tagged ‘financial advisor’

What to Do with Your Investments in a Roller Coaster Market

August 12, 2011

Being invested in the market as of late is like being on a roller coaster ride, although for most investors, not quite as fun. Find out what to do with your investments – whether you have a 401(k), stocks, bonds or otherwise – in a volatile market. Certified Financial Planner, Gelasia Steed, offers some helpful guidance.

Where Can I Find Middle-Class Financial Advice?

August 10, 2011

“Failure to plan is planning to fail,” but many middle-class families struggle to get solid financial planning advice. The reason is that the financial planning profession is not well-suited to the needs of most middle-class families. Find out why it’s hard for non-wealthy people to get good financial advice and how to find a financial adviser to help you.

The Best Gift a Father Can Give His Children

June 17, 2011

With Father’s Day upon us, children are anticipating presenting that special gift to their dad and visualizing the great happiness it will bring. Of course, any present a child gives us brings great delight. But what about parents? Is there a special gift we can give our children that will make them truly happy – throughout their lives?

Money Lessons from Bankrupt Pro Athletes

April 29, 2011

America loves sports and professional athletes are some of our biggest cultural heroes – earning millions of dollars and the adoration of millions of fans. However, despite their massive salaries, many pro athletes are vulnerable to going bankrupt. What are some of the lessons to be learned and mistakes to avoid?

How Your View on Clint Eastwood Can Help You Pick the Right Investments

November 23, 2010

Everything changes as you get older. And while few of us look forward to the downsides of aging – the joys of belly fat, wrinkles, thinning hair, and so on – one of the big upsides of getting older is gaining the wisdom and experience you just can’t acquire any other way. Your investment portfolio gets older, too. But unlike our waistlines, we actually want our portfolio to grow over time. And taking an age-based strategy with your portfolio is a simple approach to managing your investments effectively over the long-term.

Money for College: Choosing the Right 529 Plan

November 5, 2010

Though we don’t hear about them much, 529 Plans have been around since 1996. They were created specifically to give tax breaks and other financial incentives to parents who were saving for their kids’ college education. 529 Plans come in lots of shapes and sizes, so choosing the right one can be tricky. To help you narrow down your options, here are some things to consider.

4 Truths about Financial Advice

October 22, 2010

If you’ve ever considered seeking financial advice from a professional, make sure you know the score. Some financial advisors may claim to offer free or low-cost services, but someone is always footing the bill – and that someone may have motivations and conditions of his own. Here’s the real truth about financial advice.

3 Steps to Remove Financial Stress from Your Life

October 7, 2010

When Jennifer and Rob came to my office, they were desperate and despondent. With three young children and a boatload of credit card debt, they felt they were helpless to improve their life. They had tried to change their free-spending ways, but felt like failures, adrift, fighting against the current of continual financial stress. If you’ve ever felt the weight of financial stress, try the GAT method before money ruins your life. Certified Financial Planner®, Tammy Kraig, explains how this works.

Playing Parent to Your Finances

September 28, 2010

You may think that money is a strictly grown-up subject, but dealing with your personal finances has a lot in common with raising your children. In the end, we want to help our finances and children to grow from cute, charming, helpless little creatures into self-sufficient, mature and independent beings. Certified Financial Planner, DeDe Jones, explains how to play parent to your finances.

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