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Posts Tagged ‘Personal’

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CFP Board’s Financial Planning Clinic – Boston, 2007

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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 PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:6:39 Recommended ReadingFinancial Retirement Planning, A First LookWho is [...]

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Financial Planning : How to Calculate Retirement Income

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It can be difficult to calculate retirement income because it’s hard to estimate what things will be like in 20 to 30 years, which is the case for many people. Discover why a conservative strategy is useful when planning for retirement with help from a financial strategist and consultant in this free video on financial [...]

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Retirement Planning : About Financial Planner Services

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A financial planner can help a person decide how much insurance they need, how much money they need to save and what vehicles to put their money in to accomplish these goals. Discover how to use a financial planner to prepare for retirement with help from a licensed insurance agent in this free video on [...]

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CFP Board’s Financial Planning Clinic – Washington, DC, 2008

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On September 13, 2008, hundreds of DC-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:3:10 Recommended ReadingFinancial Retirement Planning, A First LookWho is [...]

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Estate Planning: Trusts – Bloomberg: Your Money

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If you want to provide for your heirs and minimize estate taxes, you might need a trust. It is a legal entity that protects the money you’re leaving behind and allows you to control how those ets are distributed. Duration : 0:4:6 Recommended ReadingFinancial Retirement Planning, A First LookNeed website that recommends attorneys that specialize [...]

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