Cashflow Mgt
 Investment Mgt
 Retirement Planning
 Estate Planning
 Tax Planning
   

 Life Insurance
 Whole Life
 Limited Pay
 Endowment
 Group Life
 Credit Life

 Pre-need
 
Educational
 Pension
 Funds
 Memorial Plans

 Mutual Funds
 
Peso Bond Fund
 Balanced Fund
 Strategic Growth
 Dollar Bond
 Fund

 Banking
 Savings
 Time Deposits
 Auto Loan

 Non-Life
 Auto Insurance
 Fire Insurance
 Marine Insurance
 Travel Insurance

 Health Care

  What is and why do Financial Planning in the First Place?
Financial planning can help you achieve both greater wealth and financial security.  It makes your money work for you, instead of you working for it, allowing you to be free from the bondage of always not having enough.
 
Eleven reasons you need to do financial planning
The power of compound interest
How to manage risks
The power of estate planning
 
Saving and Growing Your Money Thinking About Your Retirement
Protecting Your Loved Ones Estate Planning
Accidents and Health Care Getting Rid of Debt
Single and On Your Own Guaranteeing Future Income
Planning for Your Kids' Education How About Your Car and Home
 
Mutual Funds 101
Mutual funds are large professionally managed portfolios that are formed by many individual investors who collectively pool their resources in order to achieve a high level of diversification. More investors, by far, invest in mutual funds than in any other type of investment product.
 

 
If You Own Life Insurance as an Investment, Recheck Your Calculations
A lot of people think they’re getting a good return on their life insurance policy, enough to warrant keeping it, even if they don’t have heirs who need the death benefit. Better think again.
 
 
Don't Leave It All To Your Spouse
If you die, you leave everything to your spouse; in the event your spouse dies first, you leave it all to your children. But this simple strategy could lead to unexpected problems for the simple reason that life isn’t always so simple.
 
 
Minimum Payment = Maximum Payoff Time
Want to be your credit card company’s favorite customer? Just max out your card’s limit, agree to pay interest at a rate of 18% to 25%, and make only the minimum payment each month. 
The minimum monthly payment is set by each card issuer, but it’s typically about 2% of the outstanding balance. Card companies want you to pay only the minimum, so that most of your payment is interest, not principal.
 

Planning for your kids' educations
If you wait until your child is 16, you won’t have enough time to prepare for the costs of college. You’ve got to focus on this subject while your kids are still in grade school.

 
Hosted by www.Geocities.ws

1