|
Leadership Development...
is the key to 21st. Century Success in business. Harness the power of your peers to help you develop your employees, managers & successors!
| D-I-Y Strategic Planning...
allows you to make strategic decisions about your company's direction every time - all with the help of your peers!
| You'll Make Better Decisions...
when your ideas are challenged and your assumptions tested, continually and strategically - by a caring group of your peers!
|
|
Turbocharged Financial Planning By C.C. Collins Financial planning is an ongoing process individuals and businesses should implement by organizing all aspects of their finances. This will assist in identifying financial goals, providing a comprehensive written Financial Plan, and implementing the plan in accordance with the objectives that are most important to you.
Comprehensive financial planning should involve these areas and these specific questions.
ESTATE PLANNING
How can you accumulate a sizable estate to pass on as a family legacy?
How will your hard-earned assets be distributed after your death?
How can you minimize federal estate taxes and state inheritance taxes?
How can you best provide for your surviving spouse and children?
Whom do you want to carry out your wishes?
RETIREMENT PLANNING
How can you accumulate enough in retirement savings and pension benefits to enjoy a comfortable retirement free of financial worry and not be a burden to your family?
How much (or little) can you expect to receive from Social Security?
How can you coordinate your IRA, 401k, pension, Social Security, and other retirement benefits for maximum effectiveness?
At what age can you really afford to retire, especially if you have children to send to college?
TAX PLANNING
Are you taking full advantage of the tax laws so that you are not paying more than necessary?
Are there changes you could make in your business structure that would reduce your income taxes?
Do you have access to changes in tax law
Our articles continue...
|
Nationally Recognized Resource for Non-Profit Housing and Credit... Non-profit ClearPoint Credit Counseling Solutions launches local counseling and financial education services in the San Diego area.(PRWeb February 07, 2012) Read the full story at http://www.prweb.com/releases/San_Diego/Credit_Counseling/prweb9164747.htm ]]>Leading Supply Chain Finance Solutions Provider Achieves Significant... Growing Interest in Supply Chain Finance Results in Prominent Customer Acquisitions for PrimeRevenue(PRWeb February 07, 2012) Read the full story at http://www.prweb.com/releases/2012/2/prweb9167435.htm ]]>Board of Directors Pay Relatively Flat Compared to Last Year Even as the economy shows signs of recovery, pay for the Board of Directors was relatively flat compared to last year according to a study published by Total Compensation Solutions (TCS). This...(PRWeb February 07, 2012) Read the full story at http://www.prweb.com/releases/2012/2/prweb9170212.htm ]]>Investing in Love Has Great Returns When This Valentine's... "This Valentine?s Day, give her a gift that is truly one in a million. If every gift you had ever bought her in the past was appreciating in value the way Pink Diamonds are, you would be much...(PRWeb February 07, 2012) Read the full story at http://www.prweb.com/releases/ValentinesDay/PinkDiamonds/prweb9170899.htm ]]>Avalara Announces Strategic Partnership with Americaneagle.com Avalara's sales tax SaaS now integrates with Americaneagle.com?s idev® E-commerce Platform to simplify the indirect tax management process for its customers.(PRWeb February 07, 2012) Read the full story at http://www.prweb.com/releases/2012/2/prweb9171209.htm ]]>
that affect you?
RISK MANAGEMENT
How are you protected against the unpleasant and potentially catastrophic losses associated with natural disasters, illness or accident, disability, property loss, personal liability, and premature death?
Is your business protected against these potential losses?
How would your business be affected if your key people were no longer able to function?
INVESTMENT STRATEGY
Do you really have a structured investment strategy or do you just invest haphazardly in the latest investment fad?
Do you know how to increase your investment returns and lower your investment risk through the use of the principles of the Modern Portfolio Theory of Asset Allocation?
Is your asset mix appropriate for your short-term needs as well as your long-term goals?
Do you adjust your investment strategy as your investment objectives change?
Are your investments effectively overcoming the ravages of inflation and taxation?
Do your investments accurately reflect your risk/reward profile?
Answers to these questions should be incorporated into a customized personal financial plan tailor made just for you.
A Financial Plan is specific to your unique needs and will include the following:
Current and projected financial statements
"What if" scenarios with different assumptionsv *Cash flow objectives
Retirement goals and tax-efficient ways to achieve them
Funding children's education
Protecting against the financial impact of premature death or disability
Implementation schedule with a time frame to follow.
Expect this process to be an eye-opening experience. You should be able to see all the disparate areas of your financial life come together into a comprehensive, meaningful, integrated whole.
All parts will work together like a well-oiled machine. You will see exactly where you are now, where you want to go, and most importantly, how to get there. Any obstacles you face will be clearly identified.
Your personal financial plan is a living document that should be reviewed on a regular schedule and altered to meet your changing circumstances.
Developing your financial plan is only the first step in a life-long process of wealth accumulation and financial security. Free financial planning resources are available at http://www.flanancialplanninginfo4u.com when you are ready to begin.
C.C. Collins is a Financial Planning Advisor and Author of “Scientific Wealth Strategies” at http://wealthscientist.com Find more information at http://www.financialplanninginfo4u.com
Here are some more estate planning articles...
The-boom--real-estate-and-lending
By Robert-Do-Williams
The current worldwide boom in residential real estate prices is "the biggest bubble in history," according to a disturbing new report in the Economist magazine. In spite of the scams, rising prices Read more...
|
Panama's Real Estate Boom
By Steven Rich, MBA
PANAMA’S NEW REAL ESTATE BOOMBy: Steven Rich, MBAMarketing Manager forPanama Offshore Legal Serviceshttp://www.panama-offshore-services.comDONALD TRUMP can't be wrong, Read more...
|
Commercial Loans: How You Win Even If You Lose
By Craig Higdon
I was contemplating the economy, increasing interest rates, slowing real estate sales, and the possibility of us being in a real estate market "top" when I thought about how to protect myself against Read more...
|
Is There Greener Grass To Real Estate Investing?
By Derek Pierce
This may come as a surprise to you but trust me when I tell you the grass is not always greener on the other side.What kind of oddball do you think I am here making this type of statement as Read more...
|
| certified estate planner news: |
|
making financial and legal arrangements for one or more persons to provide for retirement and for passing assets to their heirs.
|
|
|
