Posts Tagged ‘financial planner’

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How A Springfield, MA Financial Professional Improves His Clients Financial Future

In: Finance

25 Oct 2010

The future finances of any client can be improved when they spend their time with a Springfield Financial planner. They are equipped with the proper know-how to aid individuals who need to plan a future financially for both their business and private lives. Financial planners spend time with their clients, understanding their needs, and assessing the best strategy to improve present, as well as financial matters for the future.

The Best Kept Secrets of a Charitable Remainder Unitrust

In: Finance

20 Jun 2009

A Charitable Remainder Unitrust (CRUT) is put in place to provide an income to a non-charitable beneficiary and at the same time move the rest of the interest to a qualified charity.

65 Year Old Loses Everything to the Market

In: Finance

9 Apr 2009

Times are different. Markets have changed. The economy is tumbling to historical lows. People who loved getting those great returns in the stock market have not only lost their gains, but their principal too.

67 Year Old Loses 70% in the Market

In: Finance

8 Apr 2009

Times are different. Markets have changed. The economy is tumbling to historical lows. People who loved getting those great returns in the stock market have not only lost their gains, but their principal too.

60 Year Old Loses Retirement to the Market

In: Finance

2 Apr 2009

Times are different. Markets have changed. The economy is tumbling to historical lows. People who loved getting those great returns in the stock market have not only lost their gains, but their principal too.

Eight Financial Planning Questions You Should Know

In: Personal Finance

29 Mar 2009

What is Personal Financial Planning?

Eight Questions About Financial Planning

In: Personal Finance

25 Mar 2009

What is Personal Financial Planning?

Nine Issues to Consider When Selecting a Financial Consultant

In: Finance

13 Mar 2009

First, is the advisor experienced? When meeting with the advisor for the first time, you will want to ask how long they have been in business, the types of clients they typically handle, and the breadth of experience they possess. Although your issues may not seem overly complex, you may not be fully aware of all the strategies available to employ. Challenges facing seniors can be especially tricky, make sure you are not the advisor’s guinea pig. Many novices present public seminars with only have a very basic knowledge of tax and estate planning issues.

What Is the Financial Advisor’s Designation?

In: Finance

7 Mar 2009

Your financial advisors designation has the ability to tell you a lot about his educational background. The designation can denote backgrounds in various areas of finance, business, insurance, accounting, and law. Common designations in the financial planning field are ChFC (Chartered Financial Consultant), CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), JD (attorney), or CPA (Certified Public Accountant).

Before Accepting that Credit Counseling Service

In: Finance

22 Feb 2009

Are you the type who is not disciplined enough to stick to an already tested workable and personalized budget? Or probably you are among those who cannot work out a plan to repay your creditors. Maybe you cannot keep track of your bills that’s why it has amassed into the amount you currently face. Why not consider the help of a credit counseling organization?


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