Archive for the ‘Financial Planner’ Category

College tuition can be deducted from taxes with the hop credit or with the lifetime learning credit, but both are subject to adjusted gross income limitations. Understand how these tuition credits are used for tax credit purposes 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 Hu

Brian Tracy How to be Your Own Financial Planner

Professor and Senior Associate Dean Howard Stevenson created the personal financial planner to help students model their long-term financial goals. By answering questions about their current situations and about what they plan or hope to be doing ten, twenty, and fifty years later in life, students are confronted with the financial consequences of the way they decide to live their lives.

Jeff Rose, Certified Financial Planner in Illinois discusses how to do a background check on your financial advisor on WSIL TV-3

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: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

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 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 Hu

kinderinstitute.com George Kinder of The Kinder Institute of Life Planning Nationally recognized as the father of the Life Planning movement, George Kinder is the Founder of the Kinder Institute of Life Planning. His book, “The Seven Stages of Money Maturity Understanding the Spirit and Value of Money in Your Life,” is considered by many to be the seminal work in the burgeoning field of Life Planning. When we met with George he shared the three questions that, he believes, we all must ask ourselves when considering our relationship not only to money, but to life itself.

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 Hu

Landlords have stake in proposed rental rules (video)
POTTSTOWN — New rental rules being considered in the borough and modeled on rules in Gettysburg will have the opposite effect of their intention, driving “good” landlords out of town and ultimately lowering property values, said many landlords interviewed by The Mercury last week.

Read more on The Mercury

Five Steps For Building Wealth Automatically
Putting finances on autopilot can build savings and ease stress.

Read more on Forbes