EH – Financial Planning: Annuities : What Is an Annuity?

An annuity is an insurance instrument that insures retirement. Learn about annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.…

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Sound Investing TV #77: The impact of a written financial plan

Taking the time to write a financial plan is a crucial step in securing your retirement. In this video, Paul discusses how putting pen to paper increases the probability of accomplishing your goals. Duration : 0:5:40

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Where do I start with learning about investing and retirement planning?

I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world’s jargon (ETF’s, IRA’s, SIMPLE Plan, etc.) and also how to go about…

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Moshe Milevsky on Creating Your Own Pension Plan

“Are You a Stock or a Bond?” author Moshe Milevsky discusses the need to plan for your own retirement. With corporations cutting out pension plan benefits, it’s vital to take control of your financial planning. Finding out if your personal risk structure is more like a stock or a bond will get you on the…

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Retirement Planning

Chris has suggestions for planning a secure retirement even when the economy is volatile. Duration : 0:2:38

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Study in Financial Management Section Two Wealth Accumulation

Study in Financial Management Section Two Wealth Accumulation Study in Financial Management Section Two Wealth Accumulation Arnie Fontenot This a powerpoint presentation the discusses the second section of the Financial Pyramid. This is about Wealth Accumulation. Publish at Scribd or explore others: How-to-Guides & Manu money free

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EH – Financial Planning: Annuities : Variable Annuity Drawbacks

The inherent problem of variable annuities is that funds will go up and down. Learn about the drawbacks of variable annuities with information from a registered financial consultant in this free financial planning video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial…

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President Obama’s Plan for Financial Regulatory Reform

The Obama administration wanted to implement changes to the way advisors are governed. While rules were supposed to be implemented the Trump administration has delayed and even changed some of the planned rules. Changes to the Obama Administration Fiduciary Rule   The Department of Labor (DOL) is working on making the Financial Industry accountable for…

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Financial Planning & Investment Tips : Cost of Capital

The cost of capital is directly linked to potential gain because it helps companies stay in business. Discover more about the cost of capital with tips from a registered financial consultant in this free video on financial planning. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales…

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Want Risk-free Fixed Returns-are Fmp’s the Answer?

Want risk-free fixed returns-Are FMP’s the answer? Introduction Fixed Maturity Plans (FMPs) have significantly gained popularity as interest rates in India have increased and equity market returns diminished substantially. To define, “A fixed Maturity Plan is a closed-end fund that invests in debt and money market instruments of the same maturity as the stated maturity…

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