10 Year Rule. Benefits are calculated based on the monthly average earnings of the covered person. A spouse can receive…
Financial planning
6 Financial Rules of Thumb
I wonder how many of you are big-time readers. You know the kind, the ones who can read a book…
Traditional Financial Planning – For Financial Health Of Your Wealth
Everyone wants to save money in tax-efficient way but this is not always easy. Sometimes after taxes it seems that…
Certified Financial Planner Board As Explained By the Experts
The Certified Financial Board of Standards, Inc. also known as the CFP Board, is a certification organization that sets standards…
Finding Your Financial Advisor
Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of Labor’s fiduciary…
Eight Questions to Ask Your Financial Advisor
I wrote an article in 2004 entitled “Eight Questions to Ask Your Financial Adviser.” Five years later, the landscape has…
Financial Planning Services – Be A Good Tax Planner
Our financial needs are multi-faceted. You need to save. You need to invest. Sometimes you need to do tax-efficient investment.…
Writing a Financial Plan on Your Own
Like anything in life, you need a plan to succeed. That applies to your personal finance too. No one is…
Why is Financial Planning Important?
Personal financial planning is important because it provides you with a method of organising your financial tomorrows for yourself and…
Find the Right Financial Advisor for Planning Your Long Term Investment Goals
What is most common about working people all over the world is that they slog to make a living. However,…