Posts Tagged ‘Planning’

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

The best way to get out of debt is by keeping expenses lower than income and use any low interest-bearing savings account money to pay off higher interest credit cards. Avoid the pitfalls of debt 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

Great tax, business and financial tips for the 2009 economy. To view the rest of the webinar sign up with the client resource center at www.kkolawyers.com Hosted by: Mark J. Kohler, CPA, Attorney at Law Co-Host: Mat Sorensen, Attorney at Law

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

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 a financial planner for Asti Financial. Filmmaker: Bing Hu

Financial planners need an education that is a combination of formal education, life experiences and an understanding of how to manage money. Find out how financial planners come from numerous walks of life with help from a financial strategist and consultant in this free video on education for financial planners. Expert: Ted Schmidt Contact: www.flgus.com Bio: Ted Schmidt has spent the last 21 years as a financial strategist and consultant. He is active in the Hendersonville Chamber of Commerce and the Real Estate Investors of Nashville. Filmmaker: Dimitri LaBarge

CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education
WASHINGTON—-Certified Financial Planner Board of Standards, Inc. and UBS Wealth Management announced today in a joint statement that UBS Head of Wealth Planning in the U.S., Mark Kordes, will serve as the new Chair of the CFP Board Council on Education.

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