Tag Archives: planning
Nonprofit passion ahead of planning
Scott Pankratz and Julie Osborn are phenomenal planners and money managers — except when it comes to their own investments.
College savings advice – CNNMoney.com
2012 Portfolio Planning: Profiting From Utilities
By Brian Nichols:
Just recently I was told that the buy and hold philosophy was dead, and that the only way to make money in this market is by playing the trend. In my opinion, this belief is both ignorant and incorrect, because although the S&P 500 was flat in 2011, there were a large number of investors who lost significant value by attempting to profit from high-risk trades and volatile stocks. During the next few weeks I am going to spend time writing about diversity and how various sectors, industries, and stocks can provide rewarding returns to your portfolio, and why holding stocks in 2012 may be the best strategy.
It takes both patience and confidence to hold a stock for a long period of time. You must have the patience to endure the ups and downs and the confidence in your investment to not second-guess yourself in times of adversity. People
Retirement planning showdown: Mr. Spock vs. Homer Simpson, round two
Many people make retirement decisions like Homer Simpson, but you want to emulate Mr. Spock instead
Is A Career In Financial Planning In Your Future?
Take our quiz to find out whether you’re suited for this line of work.
Investopedia: Articles and Tutorials
Young People Better at Retirement Planning
NEW YORK (MainStreet) — When it comes to socking away money for retirement, young Americans are putting their parents and grandparents to shame.
That’s the conclusion of a survey by brokerage firm TD Ameritrade, which asked Americans young and old what they are doing to fund their retirement. The good news is that most of us are at least saving something for retirement: A solid 85% of Americans have either a 401(k) or an IRA, and 36% have both.
A survey finds that the offspring of baby boomers are better at saving money for retirement than their elders.
But when it comes to actually taking advantage of the full range of retirement options out there, there’s a big generational divide at work — and for once it’s young Americans who are proving to be more responsible than their elders. Just 16% of working baby boomers are funding both an IRA and a 401(k), compared with 25% of members of Generation Y and 23% of Gen Xers. “Mature” Americans (defined as those born between 1930 and 1945) fared even worse, with just 9% saying they funded both accounts.
Evan Guthrie Law Firm Set To Do Estate Planning Presentation At Dorchester County Library
Attorney Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina is scheduled to do an estate planning presentation at the Summerville Branch of the Dorchester County Library on November 16, 2011 at 6pm in Summerville, SC.
Top Lifestyle > Retirement News Articles
IRAs and Estate Planning in Virginia
Special consideration must be given when using an IRA as an estate planning tool.
Top Lifestyle > Retirement News Articles
Retirement planning: who will succeed?
Here’s a alternate view on how to face tough retirement challenges
Wedding planning means wedding savings
Ahh June, the start of summer and wedding season a-palooza. According to TheKnot.com, June is the most popular month for weddings, and if you’re the bride, groom or attending several this summer, there are a few ways you can keep your wedding budget under control, so you don’t face a fall filled with debt.
Expert financial advice and saving tips – CNNMoney.com
