5. Investment Planning

This article was contributed by Hemila Pedram-Parsi, who is a copywriter and author. You can contact her at hemilapedram@gmail.com Peer-to-Peer Lending, commonly referred to as P2PL, is exactly what it is: a person-to-person lending. It is an alternative to traditional credit lending for small loans. Peer-to-Peer has become a great option for people who need a […]

I have been helping my brother refinance his mortgage. He, like others, have this outdated idea of the evil Adjustable Rate Mortgage. After explaining to him the differences of a fixed rate mortgage and an adjustable, he chose the adjustable. I wrote an article for GuideVine about those differences and you can check it out […]

  Many people think I know of a “great investment” or that I have a favorite that I use over and over again. I have been in the financial services industry now for over 30 years. (Yes, I am old.) I do have certain favorites that I prefer -for myself. My risk tolerance, my tax […]

Do you remember your first investment loss? What did it feel like? It was a long time ago and I know so much now but I don’t think I will ever forget the first time I lost money. I wanted to invest some money I had saved up but knew nothing about investments. A friend […]

As we all get older and experience the ups and downs of the economy, we worry about job safety. In this fast paced world, the age of the 30 year career and gold watch and pension has gone out the window. What will the future look like? If we are dependent on social security alone, […]

I attended a Enrolled Agent’s conference recently and there was a good discussion of the various ways people charge fees. Now EAs like other small business owners consistently undercharge for their services. I liken this to other habitual patterns that we do thinking that it makes our life easier. It may make it easier to […]

Like most people, I have refinanced my mortgage to get a lower rate. My previous lender was Schwab Bank and my new mortgage is with Quicken Loans. Since then, I have been flooded with information enticing me to refinance again and at an even lower rate. It is obvious to me when I read this […]

I want to change the way you think about money! It’s hard to find the real truth in financial information today and even harder to know whom to trust. That is about to change. Among the key findings in the CFP Board (Consumer Federation of America Household Financial Planning) survey are that people today are […]

I received this reader question recently and wanted to respond publicly: “I would like to no more about this programs and does it really works? I have made a few investments on the stock exchange through information that i got from Penny Stocks newsletters but was unsuccessful. I want  more wealth but dont no how […]

Investors are taking a hard look at the people managing their money.  HighTower Advisory, has been a visionary on this issue for over a decade.  This whiteboard video cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry.   Fern Alix LaRocca CFP® EA I’m Fern Alix LaRocca, […]

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