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Total: 8 results found.

Solution Development

Created on Thursday, 07 August 2014. Posted in Content/Financial Planning

... coming in from your employer and you need to begin to draw from your savings and investments it can create confusion about which accounts are best to use first and will you be forced to sell investments ...

Financial Planning

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

... we plan where we are going. The Current Status stage focuses on: The level of your spending Savings and investment balances Education funding How you have invested your money How much you are ...

Goal Setting

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

... willing to take only 7% worth of risk then we need to reconcile that gap. Goals will be set for all  areas of your personal profile like: retirement projections, college savings, estate planning and ...

Don’t Let External Factors Force You to Commit Strategy Errors

Created on Friday, 06 June 2014. Posted in Content/our blog

...  In 2009 then Fed chairman Ben Bernanke wanted to force people out of savings accounts and certificates of deposit and into riskier assets and he was successful. There probably always are a percentage ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... Planning is the process of evaluating a client’s current financial condition. We need to know a client’s net worth, the assets that create that net worth, current income, savings and expense history, ...