Financial Planning

May 30, 2008

  • Keogh Retirement Plan

    The options for retirement are growing.  It used to be that workers depended on their pension after working thirty years or more for a company.  These days, employers offer retirement benefits to employees, and employees can also find other options on their own.  For the self-employed person, a Keogh is an option for retirement saving. (…)

May 29, 2008

  • Do not Depend on Social Security Alone

    The younger generation always claims that there won’t be any social security money when they retire.  They have been saying that for the last thirty or forty years.  Well, the social security system is still going strong.  However, if you are planning for your retirement, don’t depend on social security alone to fund those golden years. (…)

  • Benefits of Retiring after Sixty-Five

    Retirement can come at any age.  It doesn’t have to be at age sixty-five.  People retire earlier for many reasons.  But, there are benefits to waiting until that magic number to officially hang up your work clothes. (…)

May 28, 2008

  • Retirement Tips for Self-Employed Individuals

    We all want to leave the office and our bosses behind one day and retire.  Then we will be the masters of our own destiny for once.  What about self-employed people?  One could argue that they are already the master of their destiny.  However, even a self-made person wants to take time to relax and enjoy the good life.  Here are some tips for them to enjoy the full benefits of retirement. (…)

May 26, 2008

  • Benefits of Hiring a Financial Planner

    One day, we all will retire from our jobs.  It is a prospect that older workers look forwards to and younger ones think is a lifetime away.  For both, it is important to have a financial plan in place so that retirement is not a curse but a happy time to enjoy the rest of one’s life. (…)

May 24, 2008

  • Increase Your Withholding Amount

    Tax forms are a pain in the neck for most people.  We fill them out to the best of our ability but still don’t understand all the intricacies of what they mean at tax filing time.  Some people seem to pay even though they have done the right things.  Well, there is always something else you can do. (…)

May 6, 2008

  • Don't Throw Good Money After Bad

    Study after study has revealed that we all make mistakes with our money. These mistakes, of course, end up costing us big time. Here are some of the basic mistakes that most often occur. Make sure to avoid them or end them now.

April 13, 2008

April 8, 2008

  • Becoming A Financial Advisor

    by Mei Wertz
    Career as a Financial Advisor is highly in demand right now even though there seems to be a financial collapse due to the US sub prime woes. (…)

August 21, 2006

  • How the Rich Manage their Cash Flow

    Once again, the key difference that sets people apart in their ability to create wealth is not just how much they earn but more importantly, how they manage the cash that flows through their hands. (…)