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Tag: financial planning

498 results found
episode

Is Now the Time to be Taking Risks?

Even though the economy has shown some signs of life over the last month and a half, I feel it…

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episode

Stewart vs. Cramer and Real Estate Update

You couldn't turn to a major network or listen to a major broadcast in the past week without hearing about…

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episode

Brian Preston’s Guide to Selecting Mutual Funds

The mutual fund universe is larger than ever and there are no signs of it slowing down. With more funds,…

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episode

Navigating Stormy Economic Waters

Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S. economy? government deficits? skyrocketing…

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Are Tax-Deferred Savings a Ticking Time Bomb?

"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring…

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episode

William Shakespeare on Trust and Financial Planners

Professional financial planning is built on a foundation of trust. You entrust not just your money but also your hopes…

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episode

Dave Ramsey: Financial Planning Guru … or Charlatan?

Love him or not, Dave Ramsey is a financial planning phenomenon. Consider his popularity: Ramsey’s syndicated radio program, The Dave…

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episode

12 Investment Mistakes Couples Make

Through my years as a financial planner, I’ve worked with a lot of couples and, unfortunately, seen many of the…

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episode

The Price of Security – Immediate Annuities

Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting attention from people looking to shelter themselves…

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episode

Prioritize Retirement Savings and Where to Invest Cash

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax…

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