- November 4, 2013
- admin
- Developing a Financial Plan, Guides, Life Events
This Financial Guide tells you how to begin the financial planning process. It provides worksheets to help you find out where you are financially and where you want to be in the future. It will help you identify your goals, determine your net worth and cash flow, plan to achieve your goals as well as […]
- November 4, 2013
- admin
- Developing a Financial Plan, Guides, Life Events
A budget is an essential component of your financial plan. Not only does it force you to monitor your spending, it enables you to focus on which items (such as loans and credit card debt) you can pay off or pay down so that you can accumulate funds for retirement, education, or buying a home. […]
- November 4, 2013
- admin
- Guides, Life Events, Preparing for College
How can you properly fund your children’s education without draining your current cash flow? What should you do if they are a few years away from college and your education fund won’t be enough? How can you increase your chances of getting financial aid? What tax benefits might be available to you? This Financial Guide […]
- November 4, 2013
- admin
- Guides, Life Events, Preparing for College
Various tax benefits, including tax exemption, tax deferral, tax credits, and deductions, are available if you are paying or saving for college or other higher education costs. This Guide suggests ways to take advantage of these benefits. Table of Contents Coverdell Education Savings Accounts (Section 530 Programs) Qualified Tuition Programs (Section 529 Programs) Traditional and […]
- November 4, 2013
- admin
- Becoming a Parent, Guides, Life Events
Once you have a child, financial planning for the future becomes even more essential. How will you finance child care, medical bills, food, education, clothing, toys, and education savings? What will you need to spend money on and how much will each item cost? Here is some of the information you will need. Table of […]
- November 4, 2013
- admin
- Becoming a Parent, Guides, Life Events
If you have a household employee, you may need to pay state and federal employment taxes. Which forms do you need to file for your household employees? Is your maid, housekeeper, or babysitter covered by the rules? This Financial Guide provides the answers to these and other questions. Table of Contents Who is a Household […]
- November 4, 2013
- admin
- Becoming a Parent, Guides, Life Events
How can you properly fund your children’s education without draining your current cash flow? What should you do if they are a few years away from college and your education fund won’t be enough? How can you increase your chances of getting financial aid? What tax benefits might be available to you? This Financial Guide […]
- November 4, 2013
- admin
- Becoming a Parent, Guides, Life Events
How much life insurance do you need? What type is appropriate? You should review your life insurance needs each time you have a major life event. Here is what you need to know to properly plan for your life insurance needs-to buy enough and to get the most for your money. Do You Need Life […]
- November 4, 2013
- admin
- Getting Married, Guides, Life Events
What are the financial implications of marriage (and of divorce and re-marriage)? Those who have recently changed their marital status or who are planning such a change may have important financial and legal decisions to make. These decisions might deal with property ownership, providing for children’s welfare, post-mortem planning, and day-to-day finances. Table of Contents […]
- November 4, 2013
- admin
- Getting Married, Guides, Life Events
How much life insurance do you need? What type is appropriate? You should review your life insurance needs each time you have a major life event. Here is what you need to know to properly plan for your life insurance needs-to buy enough and to get the most for your money. Do You Need Life […]
Like Us
Follow Us