How to Create a Personal Budget: Excel Tips : Personal Finance Tips

Budgeting tips in this free series of personal finance video from our professional Certified Public Accountant (CPA). Expert: Tom Noah Bio: Tom Noah has been a Certified Public Accountant (CPA) for over 27 years. Filmmaker: Drew Noah Duration : 0:2:13

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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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Proper Retirement Planning Strategy

Are most investors taught the most appropriate retirement planning strategies? No! Here’s how to properly plan for your retirement… Duration : 0:4:19

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What’s a good way to start financial planning for retirement, savings bonds, certificates, stocks…?

Your retirement plan and investment portfolio really depends on your time horizon (i.e. age) and your risk tolerance. After you answer those questions…you could start a proper plan. A good Investment Advisor will be your best bet. Good luck!

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Retirement Planning with Magnum Opus Financial

We talk about the Rule of 72 and how big a difference it makes when you get a better rate of return on your investments. We take a look at what $100/month looks like in CDs, Bonds, Preferred Stock, S&P ETF, Growth Equities, and Emerging Markets. Make sure your adviser gets to know you and…

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Which Universities in United States give the most financial aid?

For example Columbia University, Harvard, Dartmouth have the plan of giving free tuition to students who’s parents make less than 60,000 dollars a year. How much financial aid a university awards its students depends on the tuition costs, the family’s estimated contribution, and the money the university has available. The schools that you listed have…

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Roth IRA Rollover from Inheritance. ?

– I am inheriting around $30k from my Mom’s IRA. I intend to roll it into a Roth IRA. – I am a professional trader (yeah call it day trading, but that’s not the point of the question, please). I intend to shelter the gains on those trades in the IRA, so I don’t have…

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