Documents tagged with financial planning

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The Truth About Increasing Your Social Security

Only one out of every 400,000 people even know about the Social Security Restart Program, and now you can too! It's a brilliant way to make Social Security part of your retirement planning and assu...
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  • knowledgestar published this 3 days ago
  • 44 reads
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The Need for Financial Planning Before the Wedding

When you are in the stage of planning your wedding, you will also need to consider your financial plans. Part of your financial plans for your wedding will be spent upon what wedding favors you wil...
  • lisam1015 published this 6 days ago
  • 36 reads
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Are GRATs Great Vehicle To Reduce Or Eliminate Estate Taxes? - Aaron Skloff, AIF, CFA, MBA - CEO Skl

GRAT - Grantor Retained Annuity Trust Are GRATs Great Vehicle To Reduce Or Eliminate Estate Taxes? Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 12 / 13 / 2009
  • 33 reads
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Stop Paying Taxes - Intentionally Defective Grantor Trust (IDGT) - Aaron Skloff, AIF, CFA, MBA - CEO

Stop Paying Taxes - Intentionally Defective Grantor Trust (IDGT) Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 12 / 13 / 2009
  • 44 reads
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IDGT - Intentionally Defective Grantor Trust - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Gr

IDGT - Intentionally Defective Grantor Trust Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 12 / 13 / 2009
  • 31 reads
  • 1 comment
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Financial Planning- Do You Have The P-O-W-E-R?

Most person seem to be powerless when it comes to managing their financial affairs but here are five simple steps that will help you to take control of your finances and begin to achieve your finan...
  • GlennSF published this 12 / 12 / 2009
  • 33 reads
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Case Study- Should I Pay Points

A case study investigating when its appropriate to pay points on your mortgage and when its not.
  • mwinesburg published this 12 / 08 / 2009
  • 56 reads
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Case Study -Retirement Planning Mortgage

This case study illustrates how conventional wisdom when it comes to mortgages doesn't always provide us with the most effective strategy to meet our overall financial goals.
  • mwinesburg published this 12 / 08 / 2009
  • 69 reads
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Home Loan Inspection

Fee only mortgage advice providing an unbiased, professional analysis leading to a mortgage plan and strategy designed to meet your unique financial goals.
  • mwinesburg published this 12 / 08 / 2009
  • 53 reads
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Case Study- Rate v Price

A case study illustrating why interest rate is a better indicator of the true cost of a home vs. the actual sale price.
  • mwinesburg published this 12 / 08 / 2009
  • 48 reads
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December 2009 Newsletter

EquiStar Monthly Newsletter Planning for Your Future December 2009 Issue EquiStar Wealth Managment LLC Jenny Fleming, CPA, CFP®, PFS Managing Partner 901 South Mopac Expressway Plaza One Suite 300...
  • EquiStarWealth published this 12 / 02 / 2009
  • 40 reads
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Financial Management

Financial Management Each individual may be faced with the problem of how to store their excess income. There are various alternatives that may be selected. Because they are faced with many choices...
  • oghie_setiadi published this 12 / 01 / 2009
  • 19 reads
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12 p.
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Stop Paying Taxes - Grantor Retained Annuity Trust (GRAT) - Aaron Skloff, AIF, CFA, MBA - CEO Skloff

Stop Paying Taxes - Grantor Retained Annuity Trust (GRAT) Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 11 / 23 / 2009
  • 75 reads
  • 1 comment
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Michael Fliegelman's October 2009 Newsletter

Wealth I OVATIVE Maximization PLANNING SERVICES, INC 80 Crossways Park West • Woodbury, New York • 11797 Strategies (516) 677-6269 • Fax: (516) 677-6864 • E-mail: mfliegelman@innovativepla nningserv...
  • vikramrajan published this 11 / 22 / 2009
  • 39 reads
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New Tax Law Allowing For Roth IRA Conversions May Be a Bad Deal for Taxpayers

Jeff Nabers, CEO of the Nabers Group an unconventional financial planning firm located in Denver, CO, cautions those to carefully look at all their options when considering a Roth IRA conversion.
  • jagan5 published this 11 / 16 / 2009
  • 35 reads
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Stop Paying Taxes - Irrevocable Life Insurance Trust (ILIT) - Aaron Skloff, AIF, CFA, MBA - CEO Sklo

Stop Paying Taxes - Irrevocable Life Insurance Trust (ILIT) Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 11 / 03 / 2009
  • 107 reads
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Credit Shelter Trust - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

Credit Shelter Trust Skloff Financial Group http://www.skloff.com/biography.htm
  • askloff published this 10 / 19 / 2009
  • 119 reads
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Make Sure Your Assets are Covered

Often home and auto insurance coverage once established are put on autopilot and ignored until filing a claim becomes necessary. It is important to meet with your insurance agent and review the ris...
  • mikebonacorsi published this 10 / 14 / 2009
  • 61 reads
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2-3 December 2009, London

A two day event designed to help you plan, budget and forecast in an unpredictable economic climate to ensure a firm’s ultimate survival and growth.
  • rmace published this 10 / 05 / 2009
  • 234 reads
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090901The Levers to Financial

The Levers to Financial Freedom By Russ Thornton September 1, 2009 Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspect...
  • RussThornton published this 09 / 29 / 2009
  • 75 reads
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