Excel spreadsheets work great for many people, but you can also use Quicken to track your accounts and expenses with less effort. The least expensive place to get Quicken is probably at Costco. You and your spouse need to agree on how much you will spend on each category after all your recurring bills are […] Read more...
A Financial Planning experience with a client: It was just another day that a new client came to us for financial planning. He wanted to know if he had planned well for his family financial goals. As a general procedure, I suggested that a study would help me come out with a comprehensive financial planning […] Read more...
As we are beginning to feel the effects of an economic upswing once again, investment advisors are developing social adaptations to effectively service three distinct market groups. Forward thinking estate planning advisors have to prepare in advance for proper communication and doing business with these three generations as their concerns and values differ remarkably from […] Read more...
Car Insurance Frequently Asked QuestionsOur Frequently Asked Questions provide you with clear explanations to some of the knotty questions you may have, in order to help you make informed decisions. If you have further questions, please use our contact page to get in touch, and we’ll point you in the right direction. How do I […] Read more...
The 401(k) plan is one of the most widely used retirement vehicles. It is established by employers for their employees to help them realize their retirement goals. The biggest advantage is that you can save a ton of money on taxes. To demonstrate the tax benefit in a 401k account let’s take an example of […] Read more...
Would you like you save money yet you don’t know where to start and what to do? These days, saving money is a very important form of security. When something unexpected came up such as life threatening accident, bills and other unexpected payments, there should be an instant financial assistance. But how could you effectively […] Read more...
Some people will tell you that you can’t get rich quick. Grant Sabatier will tell you they’re full of s***. When people hear “get rich quick,” they think “get rich quick without doing any hard work.” If that’s your idea of get rich quick, then Financial Freedom by Sabatier is not the book for you. […] Read more...
Midlife crisis aside, age 40 is the time when many adults start to worry about their post-retirement finances. Even if they already have a plan set in place, many 40-somethings worry that the money saved won’t be enough to support a fulfilling retirement. Part of this worry comes from knowing or seeing individuals in their 50’s […] Read more...
With the development of the global Internet, people want to earn extra money online. Because there, as they say, the best income. In fact, there is a lot of work on the Internet. There are low-income options. But there are also ways to make money that replace office work. Below we talk about how to […] Read more...
For many the concept of personal wealth is so far from their thinking that they never plan to have anything close to wealth. Their plan is to survive, pay bills, take some vacations and hopefully be able to retire some day. In fact the majority of a person’s life is spent working for money. What […] Read more...
