Posts Tagged ‘Financial Planner’

Investment Advisors 101 ask some questions.

Investment Advisors (IAs) come in all different intellectual, professional, and alphabetical varieties. They range in educational qualifications from High School dropout to PhD, and can be professional Accountants, Insurance Salesmen, Stock Brokers, Investment Managers, Dentists, Lawyers, TV personalities, and Gourmet Chefs. Anyone can be an Investment Advisor! It seems reasonable that your trust should gravitate [...]

Investment Advisors 101 ask some questions.

Investment Advisors (IAs) come in all different intellectual, professional, and alphabetical varieties. They range in educational qualifications from High School dropout to PhD, and can be professional Accountants, Insurance Salesmen, Stock Brokers, Investment Managers, Dentists, Lawyers, TV personalities, and Gourmet Chefs. Anyone can be an Investment Advisor! It seems reasonable that your trust should gravitate [...]

7 Common Mistakes of Estate Planning

Even though planning your estate isnt an enjoyable job its necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind. With a bit of careful planning, your heirs can avoid having to pay estate taxes and federal taxes on your assets. As well, a well [...]

Investment Strategy

Because investing is not a sure thing in most cases, it is much like a game you dont know the outcome until the game has been played and a winner has been declared. Anytime you play almost any type of game, you have a strategy. Investing isnt any different you need an investment [...]