Relocation and Changing Jobs Checklist
Bil Lako, CFP® and Dr. Gene discuss what you should consider before relocating for a job opportunity.
MasterCard Inc. and Value Stocks
The “Money Talks” hosts offer up some stock picks.
Evaluating Risk in Your Portfolio
The "Money Talks" hosts discuss how investors can evaluate risk in their portfolios.
The Role of Bonds in your Portfolio
There is a financial theory that states the percentage of bonds in your portfolio should correlate to your age. For example, if you are 66 years old, 66% of your portfolio should be invested in bonds.
Making Sense of the Mortgage Mess
The “Money Talks” hosts talk to an expert at Main Street Home Loans about the mortgage foreclosure freeze.
Creating Income with a Mix of Fixed-Investments and Dividend Stocks
Bil Lako, CFP® and Dr. Gene discuss a strategy for an investor who was burned by the market and lost his 6% dividends.
Deposit and Money Market Insurance Coverages
Between the bailouts and various financial legislation, many investors have wondered how much of their deposits are covered by FDIC insurance. For more information on the standard FDIC limits, coverages specific to the type of account, and the new programs developed by the FDIC, read this Financial Tip.
Benefits of Budgeting
You can be in control of your money instead of letting it control you. This is one of the many benefits to having a budget. For more information on how a budget can help you organize, communicate and save time when dealing with your money, read this C.P.A. Insight.
Some Tips of Traveling Abroad and Staying Within Your Budget
A tight economy is no reason to postpone your travel plans until better times. While our econonomy is beginning to recover, bookings are still soft for airlines and hotels, so you may be able to benefit from discounting. For more information on how to stretch your dollar especially when traveling abroad, read this Financial Strategy.
Benefits of Financial Planning
Now is a great time to assess your financial needs and set achievable goals for your financial future. One way to accomplish this is to develop a financial plan. Simply, financial planning is a process in which you determine what you want to achieve in life and how best to do it with the money you have and will earn.