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Posts Tagged ‘Investments’

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Financial Planning: Annuities : What Is an Equity Index Annuity?

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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 [...]

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

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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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Personal Financial Planning Tips : How to Estimate How Much Money You Will Need To Retire

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Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund 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: [...]

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No, I’m a Financial Planner: Rick Rodgers on Retirement Part 3 of 9

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The Birth of Rodgers & Associates, as told by the firm’s founder, Rick Rodgers. “We broke away… to be independent, with the objective of being a wealth management firm that focused on efficiency, to be our clients’ chief financial officer, and to specialize in working with people who were retired or about to retire.” “Financial [...]

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Personal Financial Planning Tips : How to Create an Investment Portfolio

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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 Duration [...]

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