New survey shows Families Need Financial Planning Help A recent study showed that 85% of families with children have no financial plan. I strongly feel that the majority of the other 15% don’t have a financial plan either – at least not one that truly reflects their desired financial path through life. I define financial […]
Investing
Investment Portfolio Review Offer
Investment Portfolio Review Offer Many families hold their investments at several institutions, losing track of their investment performance and allocations. Others are unsure about the advice they are getting from their stockbroker/Insurance agent. Rarely are individual investors able to get a second opinion on their investments from a seasoned manager. My interest is making sure […]
Innovative retirement planning for seniors – Reverse Mortgage
Life post retirement under old age can be very difficult and nightmarish without proper financial support. The situation arise due to lack of or improper retirement planning or failed expectations you had from your children regarding taking care of you and your spouse when needed the most. Lots of people don’t have the foresight […]
Saving vs Investing – Do you know the real difference?
It is important to understand the similarities and differences between saving and investing your money. It is also important to be sure that you are doing both within your budget and wealth building plan. Basically saving money is putting money aside on a regular basis. You spend less money than you earn and put the […]
What are the Advantages to Having Life Insurance?
Life insurance can be an important asset to have, no matter where you are in life. If you have a family of your own, life insurance can help your family survive financially, if they didn’t have your income to support them any longer. And for retirees, life insurance can benefit surviving family members, can be […]
Why hiring CPFA(Certified Personal Financial Advisor) is important for your financial planning?
When you have headache you go to a Doctor, when you need legal help you go to a lawyer .what happens when you need financial planning advice? Selecting your Financial Adviser is the most important decision you will take in your life for you & your family. Choosing a CPFA may help you in following […]