Mar 22
Monday
Synergy in Financial Planning
Every personal finance move or decision creates a reaction in another area of your financial life. The key is to create positive reactions and not negative reactions.
Synergy has become a popular term these days. There are books available on synergy relating to food, clothing, fitness, and physical and mental health to name a few. As you might expect, the concept of synergy also applies to financial planning. As a comprehensive fee-only financial advisor, Mr. Lon Jefferies sees the benefits of his clients’ progress because of synergic effects. Continue…
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Free, Self-Service Financial Planning Solutions For Consumers
no responses - Posted 04.21.10
Voyant, Inc. unveiled Voyant @Home (www.planwithvoyant.com), the first do-it-yourself financial planning solution that puts consumers in direct control of their financial health. continue -
Now That Tax Season is Over, it’s Time to Plan for next year’s taxes with ExecPlan Financial Planning Software
no responses - Posted 04.20.10
At the beginning of every year there are stories abound on tax tips to help you reduce your tax liability. These stories inform on changes in tax laws that provide tax credits or deductions that have not been previously available. continue -
Retirement Planning Includes Safeguarding Your Credit Score
no responses - Posted 04.19.10
This year, the oldest Baby Boomers turn 61, meaning that the United States has officially begun the race to Baby-Boomer retirement. With many thousands of Americans retiring each year, and the number expected to grow, Bills.com co-founder and co-CEO Brad Stroh suggests that those entering their "golden years" check their credit scores before giving up their paychecks or moving into ... continue -
Financial Engines Launches Broader Retirement Planning Help
no responses - Posted 04.15.10
Financial Engines, a leading provider of independent retirement help, today announced the Financial Engines® Retirement Plan, a personalized statement that gives individualized advice to participants on investments, savings and retirement income. The Retirement Plan is designed to give 401(k) participants a comprehensive roadmap to address key retirement decisions. continue -
Retirement Savings Challenges in America
no responses - Posted 04.14.10
AXA Equitable Life Insurance Company released today a video to help raise awareness about the retirement savings challenges Americans face, as well as the strategies and resources available to help them work toward their financial goals. continue -
The New Retirement
no responses - Posted 04.13.10
The Ameriprise Financial New Retirement Mindscape study is the first to explore people's attitudes, worries, behaviors ambitions and needs before and after retirement. Due to a significant increase in life expectancy, retirement is lasting longer than ever before and ... continue -
Long-Term Care May Be a Road Block for Many Baby Boomers on the Road to Retirement
no responses - Posted 04.12.10
Despite popular belief, boomers are overwhelmingly prepared to make the most of their journeys through retirement. However, even as they put their financial plans into place, most are ignoring the potentially devastating expenses associated with long-term care, according to a new Lincoln RetirementSM Institute (LRI) survey. continue
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Easy Solutions to Retirement Planning
no responses - Posted 03.17.10
Retirement planning is not as easy today as it once was. However, a good financial planner helps clients to diversify their investments in such a way that positive growth is assured. Although the stock market has proven to be less stable than was thought a few years ago when President Bush ...continue
no responses - Posted 03.17.10
Retirement planning is not as easy today as it once was. However, a good financial planner helps clients to diversify their investments in such a way that positive growth is assured. Although the stock market has proven to be less stable than was thought a few years ago when President Bush ...continue
Retirement Planning Advice
no responses - Posted 03.08.10
The Secret Retirement, LLC shares pertinent information for the self employed regarding retirement investments. With years of experience and expertise The Secret Retirement, LLC explains self directed IRA's, how to start a business, how to pay less taxes, how to fire the IRS, how to start a solo 401(k) and ...continue
no responses - Posted 03.08.10
The Secret Retirement, LLC shares pertinent information for the self employed regarding retirement investments. With years of experience and expertise The Secret Retirement, LLC explains self directed IRA's, how to start a business, how to pay less taxes, how to fire the IRS, how to start a solo 401(k) and ...continue
When it comes to saving for retirement, average Americans are resigned to muddling through… alone.
no responses - Posted 03.02.10
To Middle-Class, Middle-Aged Americans, Golden Age Looking a Little Tarnished: 59% give themselves a grade of C or worse when it comes to financially preparing for retirement Most believe the odds are 50% or less that they will be able to retire when they want 72% agree that when it comes to retirement, ...continue
no responses - Posted 03.02.10
To Middle-Class, Middle-Aged Americans, Golden Age Looking a Little Tarnished: 59% give themselves a grade of C or worse when it comes to financially preparing for retirement Most believe the odds are 50% or less that they will be able to retire when they want 72% agree that when it comes to retirement, ...continue