Professional Journal of Financial Planning Articles
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New Articles
5 Golden Rules for Trading in a Volatile Market
By One Financial Online Broker- Using a stop loss - a preset
level at which an open trade is automatically closed – is standard good
practice; this limits your downside risk and also Read
more
Retirement Planning for Millionaires
By Bill Griffith,
Jr., CFP®- Retirement Planning is a
major concern for young people and especially so for millionaires.
There are two issues that concern a growing number of Read
more
Roth IRA Income Limit for a Roth IRA Conversion
By Bill Griffith,
Jr., CFP®- A Roth IRA conversion may
present an opportunity for high net
worth individuals to get a portion of their retirement investments into
a Read
more
Courier Company
By Abraham Patel- There is a
wide range of decisive factors worth considering
before choosing a courier company. You might know from your
own experience or someone else’s experience how a particular
company Read
more
Don't Marry Until You Can Discuss Money!
By Helga Hayse
- Your wedding is in six weeks. You've tried to talk about
money
with your fiancée for the last few months and he continues to
find a way to shut down the conversation. You're especially panicky
because Read
more
How to Find a Financial Planner with Expertise in Retirement Planning
By Bill Griffith,
Jr., CFP®
- Taking full responsibility for your financial future by being your
own financial planner can
be costly. In, Retirement Planning: Most People Don't Know
How Nor Even Think About It, research by
Olivia Mitchell, insurance and risk management professor at Wharton
School of the University of Pennsylvania, showed that, Read
more
Why Every Couple Needs Estate Planning-Now!
By Helga Hayse
- We take life on the road for granted. The oncoming car will stay in
its lane. The driver behind us won't ride our rear fender. The grazing
deer won't run out on the road. The driver in the weaving car can
handle his tire blowout. The bridge will hold; the levee won't break. Read
more
How to Find Office Space for Rent
By Pam Griffith
- If you are looking for office space for rent, here are ten steps to
help you find out what to look for in an
office rental, how to evaluate a commercial lease and how to avoid
common mistakes.
Read
more
How a 401k Withdrawal Can Protect Your Retirement Account from a Market Downturn
By Bill Griffith,
Jr., CFP®
- A 401k withdrawal may provide early access to your retirement account
if it is permitted by your retirement plan. If permitted, you may be
able to request an early retirement account distribution.
Read
more
Three 401k Plan Options When Changing Jobs
By Bill Griffith,
Jr., CFP®
- What should you
do with your old 401k plan if you change jobs? As you know,
a 401k or other defined contribution plan is
an excellent retirement savings vehicle. You can accumulate a
substantial
amount of money over many decades providing you let the money grow.
Read
more
Be a Hero to Your Wife
By Helga Hayse
- I
have a
cartoon pasted above
my desk showing two men in angel garb, each with a halo, floating
on a heavenly cloud. Looking down towards earth, one says with a big
smile," I love this. I've been up here for 11 years, and my will
is still in probate." Read
more
Financial Consequences of a Husband's Superstition
By Helga Hayse
-
Some
superstitions are harmless, like knocking on
wood, carrying a rabbit's foot or hoping that if you get on a plane
with your right foot that the plane won't crash. I do this
last one myself. Silly, but harmless, unlike other superstitions
that are serious and affect other people. Read
more
1035 Exchange Rollover Options for Your Annuity Portfolio
By Bill Griffith, Jr.,
CFP®
-
Periodically, it is wise to review your life
insurance and annuity
policies to determine whether it would make sense to update or convert
to a newer policy. Read
more
Winning with a Health Savings Account (HSA)
By Thomas Yakopin
-
If you
pay for your own health
insurance, it could be prudent to consider a High Deductible Health
Plan
(HDHP) in conjunction with a Federally Qualified Health Savings Account
(HSA). Read
more