5. Investment Planning
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To Build Wealth You Need to get Returns that will Meet your Goals
To build wealth you need to get the real return that you need to meet your goals. If you have done a capital needs analysis to figure out what rate of return you…
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Fee-Based Advisors Use ETFs to Build Wealth
Here is a great article on the rationale for why fee-based advisors use ETFs (Exchange Traded Funds) to build wealth for their clients. I started in the business using load mutual funds in…
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Building Wealth 30 Minutes at a Time with Christine Benz
You know I am not a big fan of personal finance journalists, but I have high regards for the work of Christine Benz. Christine is Morningstar’s Director of personal finance and senior columnist for…
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Women and Money-You Weren’t Born to Shop; How Your Money Personality affects Your Bank Account
Here is an interview with Cathy Curtis CFP of Curtis Financial Planning in Oakland, CA. Cathy is a fellow NAPFA member, and fee-only financial advisor who specializes in helping women with their finances.…
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Do-It-Yourself Financial Plan Step#5 Investing
Investing is the 5th step of 7 in a do it yourself financial plan. Most people don’t understand that to build wealth you have to invest. A combination of saving and investing is…
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Target Date Funds-Why Invest in Them?
I am not a big fan of target date funds. But my colleague, Roger Wohlner, has done a great job of discussing them here: Fidelity is one of the largest providers of 401(k)…
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Get High Interest on Your Cash
Cash is king right now. With people losing their jobs and the markets in negative territory, everyone is loading up on cash and I think that is the right thing to do. If…
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401K Today for Your Best Tomorrow
Make the most of what you have to make the most of your tomorrow. Your 401K contributions are your first investment dollars. Those dollars will grow more faster than any other investment because…
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7 Investment Tips From One of the Richest Men in the World
I am a big fan of Warren Buffett- but not always. Sometimes it seems like his investment tips are out of touch and just when I want to think of him as an…
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Here’s How You Can Benefit In This Crisis
Despite the government’s efforts and the billions already spent, the crisis clearly remains a long way from being resolved. Here are 3 tips on what you can do: Time to think past frustration,…