Posts Tagged ‘deduction’
Personal Financial Planning Tips : How to Invest in a Money Market Account
Ways to invest in a money-market account include through a bank, a mutual-fund company or through a discount brokerage. Earn interest on saved money with a money-market account with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing…
Read MorePersonal Financial Planning Tips : How to Select a Good Mutual Fund
Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record with advice from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works…
Read MorePersonal Financial Planning Tips : How to Create a Financial Plan
When creating a financial plan, the first thing to consider is setting up a budget to better understand how much money can be saved. Learn why a budget is crucial for setting up a financial plan with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as…
Read MorePersonal Financial Planning Tips : How to Get a Low-Interest Personal Loan
Getting a low-interest personal loan involves going to the bank and applying for one and is easier to get with stable income and a good credit score. Secure a low-interest personal loan to build credit or pay off other debts with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio:…
Read MorePersonal Financial Planning Tips : How to Buy Stocks
Two ways to buy stocks include a dividend reinvestment plan or DRIP offered by Fortune 500 companies or by buying through a discount brokerage. Purchase stocks for investing in Wall Street with tips from a financial planner in this free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for…
Read MorePersonal Financial Planning Tips : How to Design a Savings Plan
When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for…
Read MorePersonal Financial Planning Tips : How to Create an Investment Portfolio
This video discusses the steps you should think about when creating an investment portfolio. You should seek the advice of a professional when planning your investment portfolio When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas…
Read MorePersonal Financial Planning Tips : How to Estimate How Much Money You Will Need To Retire
Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker:…
Read MorePersonal Financial Planning Tips : How to Invest in Tax-free Mutual Funds
When investing in a tax-free mutual fund, be sure to take a look at the taxes and how they’re handled as not all mutual funds are free from taxes at federal, state and local levels. Find out which mutual funds are truly tax-free, like a bond mutual fund, with tips from a financial planner in…
Read MoreCharity Navigator’s Tax Tips: Document Monetary Donations
Reduce Your 2007 Tax Bill: Save Those Receipts Duration : 0:1:23
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