Tags » Financial Planner

Weekly Market Update

Our blog today links to the most recent “Market Update” from the experts at Commonwealth Financial’s Investment Research team.  If you have any thoughts or questions, please feel free to give us a call.

Mj Everson Financial

Breaking Down U.S. Savings Bonds: Money Smart

It may have been a gift from Grandma and Grandpa but cashing in on your bonds could get you some extra spending cash. MoneySmart reports on if U.S. 36 more words

Money Smart

thegayadvisor- www.davidraefp.com reblogged this on Financial Planner Los Angeles and commented:

Check out my appearance on KTLA News Talking Money Smart

http://ktla.com/2014/08/25/breaking-down-u-s-savings-bonds-moneysmart/

ktla1

DAVID RAE, CFP®, specializes in comprehensive financial planning for the LGBT community. Follow him on www.facebook.com/davidraecfp,  on Twitter @davidraecfp or via his website,www.DavidRaeFP.com.

like_us_on_facebook

Securities and advisory services offered through National Planning Corporation, member FINRA and SIPC, a Registered Investment Advisor. Trilogy and NPC are separate and unrelated entities.

financiallogos1

Rental Car Insurance: Are You Covered?

We get asked a lot – should I buy the rental company insurance? Here are some good thoughts on what might work best for you when renting a car. 649 more words

Mj Everson Financial

The Financial Road, Part 2

So, here we are a week later. We discussed previously that before you even beginning a financial plan, you should know where you are going. This decision can be complicated or simple. 1,311 more words

Finance

Mirror, mirror, on the wall...

How many meetings with widows will it take before you fully grasp the power of guaranteed income annuities in a retirement income plan?

I am yet to meet with a widowed woman who asked me what the rate of return is on the annuities in place after the death of her husband. 129 more words

Alternative Ideas

Stopping Money Paralysis

A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as they age – in which financial indecision is regarded as a form of “safety.” 1,103 more words

John Jastremski

Money Paralysis

A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as they age – in which financial indecision is regarded as a form of “safety.” 1,103 more words

Financial Planner