Feb
28
shasha g asked:
im a student + working person.Im also take care of my family.Stil not own any property for my self.What is the best way to plan our financial problem according our salary
im a student + working person.Im also take care of my family.Stil not own any property for my self.What is the best way to plan our financial problem according our salary
Feb
28
Bob F asked:
I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they have used
I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they have used
Feb
28
David G asked:
what is the best financial planning software i can use to guide me through a project for my financial planning course? something intermediate.
what is the best financial planning software i can use to guide me through a project for my financial planning course? something intermediate.
Feb
27
What strategys should I use to develop a sound personal financial plan?
Filed Under Personal Finance | Leave a Comment
Antony B asked:
What are some of the benefits of developing a sound plan?
What are some of the benefits of developing a sound plan?
Feb
27
Where do I start with learning about investing and retirement planning?
Filed Under Other - Business & Finance | Leave a Comment
missp asked:
I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world’s jargon (ETF’s, IRA’s, SIMPLE Plan, etc.) and also how to go about researching stocks. Where would I start? I really don’t have any knowledge of these things besides tid bits I picked up around the office. Any book suggestions for a beginner or any links?
I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world’s jargon (ETF’s, IRA’s, SIMPLE Plan, etc.) and also how to go about researching stocks. Where would I start? I really don’t have any knowledge of these things besides tid bits I picked up around the office. Any book suggestions for a beginner or any links?
Feb
27
Salespeople in the financial planning industry?
Filed Under Other - Business & Finance | Leave a Comment
Las Julius asked:
What publications do you read about financial planning? I am thinking HBR, National Underwriting Magazine? Are they any others? Please let me know. Thanks.
What publications do you read about financial planning? I am thinking HBR, National Underwriting Magazine? Are they any others? Please let me know. Thanks.
Feb
26
uncanny valley asked:
What are some general guidelines to writing one? What are some topics that can be included in writing a personal financial plan? Give me a good website if you know of one.
What are some general guidelines to writing one? What are some topics that can be included in writing a personal financial plan? Give me a good website if you know of one.
Feb
26
jhcalgirl asked:
What formula should be used to ascertain if your investments will hold out and how much to budget for retirement?
What formula should be used to ascertain if your investments will hold out and how much to budget for retirement?
Feb
26
Any tips on good places to contact 69-85 year olds regarding financial planning?
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antonanderson2003 asked:
I offer financial planning and consulting to high networth individuals in good health from 69-85. Does anyone have any out of the box ideas on ways to reach out to this age group in an honest and respectful way?
I offer financial planning and consulting to high networth individuals in good health from 69-85. Does anyone have any out of the box ideas on ways to reach out to this age group in an honest and respectful way?
Feb
25
which universities offer master’s in personal financial planning?
Filed Under Higher Education (University +) | Leave a Comment
Sarah asked:
I’m wondering whether there’s some good schools offering this program. It’s so hard to find and I don’t know where to start!
I’m wondering whether there’s some good schools offering this program. It’s so hard to find and I don’t know where to start!
Thanks for helping me out!
It will take so much time if I check out the graduate programs in each possible uni. So is there any fast way to gather this kind of inf?