5. Investment Planning
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What You Need to Know to Invest in Peer-to-Peer Lending
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.…
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The Basics of a Mortgage Explained
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 He, like others, have this outdated idea of the evil Adjustable Rate Mortgage.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…
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Never Say Never To An Investment
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…
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You Need To Lose Money To Make Profits
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…
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Get Income for Life Without a Job
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…
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When Good Habitual Patterns Keep Your Poor
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…
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Refi Hell- I almost got taken!
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…
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Putting Your Money Where It Matters- Mindfully
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…
- 1. Cash & Credit, 2. Risk Management, 3. Estate Planning, 4. Identify Goals, 5. Investment Planning, 6. Retirement Planning, 7. Tax Planning
Does this Wealth Program Really Work?
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…
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Brokers versus Fiduciary-What’s the Dif?
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…
