Lets just say you came into some money, something like 400,000. You pay off all your bills, buy a new car, put a chunk of it in retirement. You have enough to purchase a new house, in full. Would it be better buy the house at once, or get a mortgage, pay interest to the…

Read More

An equity annuity index allows someone to participate in the stock market. Participate in the stock market by using an equity index annuity with tips 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…

Read More

I have $170,000 to be used for all my expenses during 5 years of school and am looking for a safe, hands-free place to invest it. I have worked out my budget for the next 5 years and this money should be enough to cover my expenses if it grows above inflation. I am not…

Read More

Ok so I need to divide up 7.5% of my income into investment funds… but I have no idea what any of this stuff means! (I just barely passed economics!) ok so here it is…what presentage should I put where? Stable Value Fund -TFLIC guarunteed pooled fund Stock Funds -diversified value fund -diver. stock index…

Read More

In this video, some basic concepts are covered outlining basic investment allocation models for longer term plans. Marketing services, or Social Media management services should be considered part of an investment strategy provided the baseline and Key Performance Metrics are established up front. Duration : 0:5:35

Read More

UW Foster School of Business Executive Education Seminar Investment Strategies April 7, 2009, 7:30-9:00am This case driven course will discuss the importance of asset allocation in a successful investment strategy. We will also focus on investment planning and research, as well as the types of specific investments that are critical in the current volatile investment…

Read More

ROTH IRA contribution maximums are determined by the age and income of the investor. Decide if a ROTH IRA is a good investment, and if eligibility plays a factor, with tips and advice on how to invest wisely from an experienced financial adviser in this free video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro…

Read More

CD rates, or certificate of deposit rates, are the rates for an investment vehicle that is offered at most banks. Do research in financial newspapers to find the best CD rates with help from a licensed insurance agent in this free video on retirement planning and personal finance. Expert: William Rae Contact: www.hbwfl.com Bio: William…

Read More

On August 4, 2007, hundreds of Boston-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNERâ„¢ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:6:39

Read More