Financial Planning Free Articles - Page 4 of 10
Kris Koonar
The Reasons Why Estate Planning Is So Important
Many people fail to understand the importance of estate planning. [Read More]
Kris Koonar
Self-Defense Guide to Estate Planning for Women
If you are a woman, are financially secure, and have assets that you expect to pass on to people you love and care for, you must make a suitable estate plan. It is vitally important to be aware of your rights and take appropriate steps to protect and ensure the disposal/distribution of your assets according to your wishes when you pass away. [Read More]
Kris Koonar
Estate Planning - No Contest Clause in A Will
Estate planning is an effective measure undertaken to ensure that the assets you possess, which are usually the outcome of a lifetime of labor, are transferred to the recipients according to your wishes after your demise. To make your wishes effective, you may decide to make a will as part of your estate plan. [Read More]
Kris Koonar
Finding the Best Estate Planning Attorney for Your Family
Finding a good estate-planning attorney is vital for the success of your estate plan. The best attorney would not be one who is just aware of the legal provisions related to how your estate would be transferred in the manner and to whom you want it to got to. [Read More]
Joseph Then
Get control of Your Personal Finance with a Budget
It is fairly common knowledge that money matters can be simplified and controlled with a budget. One of the keys to personal finance management is creating and using a household budget. [Read More]
Jeffrey Voudrie
Annuities: Better Alternatives Than Equity-Indexed Annuities
Equity Indexed Annuities (EIAs) have become the hot product of late. I believe you can easily find other alternatives that will bring a better return, without locking up your money or levying hefty surrender penalties. [Read More]
Jeffrey Voudrie
Estate: Your Questions Answered - Health Savings And Power Of Attorney
Q. Jeff, I want to ask your opinion regarding Health Savings Accounts. On April 1st, the company I work for is changing our current Blue Cross health insurance to Guardian Insurance set up as a HRA. I am single and currently have a $500 deductible. Under the HRA, the deductible will be $2,000. [Read More]
Jeffrey Voudrie
Estate: How To Legally Avoid Taxes On Gifts And Inheritances
Nobody likes to pay taxes. If done incorrectly, though, the way you inherit an asset can result in you needlessly paying tens of thousands of dollars in taxes. Knowing some simple rules will reduce your tax bill and allow you to keep more of what you inherit. And it will also keep you from creating tax headaches for loved ones to whom you wish to gift assets. [Read More]
Jeffrey Voudrie
Estate: Beyond The Living Will
Living wills have received a great deal of attention due to the recent Terry Schiavo situation. Because her end-of-life wishes were in dispute, family members battled each other in the courts over her treatment and care. [Read More]
Mayoor Patel
How to Get a High Certificate Deposit Interest Rate
If you are interested in making money from your existing money, but you are not too fond of possibly losing it all in the stock market, then you should instead turn your attention to certificate deposits. [Read More]
Jeffrey Voudrie
Estate: How To Legally Avoid Taxes On Gifts And Inheritances
Nobody likes to pay taxes. If done incorrectly, though, the way you inherit an asset can result in you needlessly paying tens of thousands of dollars in taxes. [Read More]
Jeffrey Voudrie
Estate: To Trust Or Not To Trust . . . That Is The Question!
Living Trusts have become very popular and are being heavily promoted to seniors. Should you Trust or not Trust? That is the question. Read on to learn some simple guidelines that will help you know whether a Living Trust may be right for you and how to go about getting one if needed. [Read More]
Jeffrey Voudrie
Estate: Clearing Up Estate Document Confusion
Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to define, let alone understand. [Read More]
Jeffrey Voudrie
Estate: Afraid Of Losing Your Home To Medicaid?
Doris from Minnesota is considering transferring her assets to her son so they won't be lost to Medicaid should she need assisted-living or nursing home care. Is that the right move? If so, what's the best way to do it? Read on to find out. [Read More]
Jeffrey Voudrie
Estate: Don't Be Left Holding The Bag
Ned almost lost the farm that had been in his family for 8 generations! We've all heard that 'The Devil is in the details.' It is especially true when it comes to estate planning. Make sure you don't make the same mistake Ned did. [Read More]