IT'S ALL ABOUT MONEY MANAGEMENT

  • Year End Financial Planning Tips

    Year End Financial Planning Tips December 2006 - As another year comes to a close, many people reflect on what they have done and what they would like to do for the coming year(s). While you are reflecting on financial goals................

  • How Much Is Enough for Retirement?

    How Much Is Enough for Retirement? November 2006 - When planning for retirement, the two biggest questions a financial planner needs to address are "how much" and "how long" ...........

  • The Pension Protection Act of 2006

    The Pension Protection Act of 2006 September 2006 - In August, Congress passed and the President signed into law the most comprehensive changes to retirement legislation in 30 years.........

  • Diversify with Gold and Other Precious Metals, Funds, Not Coins

    Diversify with Gold and Other Precious Metals, Funds, Not Coins August 2006 - Historically, gold and other precious metals have been considered as a reasonable investment in times of economic instability, geopolitical uncertainty, inflation, and currency devaluation

  • Are Your Mutual Funds Tax-efficient?

    Are Your Mutual Funds Tax-efficient? August 2006 - Many investors haven't heard of "tax efficiency," but it's a term you might want to be familiar with, because it could affect your total return.

  • Buying Real Estate in Your IRA

    Buying Real Estate in Your IRA July 2006 - Have you watched the prices of real estate climb each year in your community and thought about how it might be a great idea to have a rental or commercial property in your IRA?............

  • Should You Worry if Your Fund Never Receives a Top Rating from Morningstar?

    Should You Worry if Your Fund Never Receives a Top Rating from Morningstar? June 2006 - Some investors may start to doubt their mutual fund choices if their fund doesn't receive a top rating from Morningstar. Should they? As you may know, Morningstar rates funds ....................

  • Home Buying: Six Questions Buyers Should Ask Before Making an Offer

    Home Buying: Six Questions Buyers Should Ask Before Making an Offer May 2006 - Is this an issue concerning Hispanics only? Where do Asians and other undocumented immigrants fit in? The sun shone down on cities across the US as tens of thousands of mostly Hispanic immigrants .........

  • What I Would Do if I Win the Lottery-A financial planner’s perspective

    What I Would Do if I Win the Lottery-A financial planner’s perspective April 2006 - As I was watching the new winners of the $365M Powerball lottery at the gym, my thoughts wandered. As a financial planner, what would I do if I won the lottery? The financial plan that I came up ..........

  • The New Mortgage Bazaar: Borrow More; Pay Less; Pay Later.

    The New Mortgage Bazaar:  Borrow More; Pay Less; Pay Later. March 2006 - The roaring housing and home improvement industries are likely to continue flexing their muscles in 2006 and beyond.........

 

DIGITAL ISSUE

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