Home

Financial Planning - Investment Planning Banner

Financial Planning - Investment Planning Logo

Financial Planning - Investment Planning Basics

Is there a simple checklist for investment planning?

The investment planning process consists of four critical components, which must work together for optimal results.  It is important to do a self assessment of your needs prior to taking any a

Is there a simple checklist for investment planning?

The investment planning process consists of four critical components, which must work together for optimal results.  It is important to do a self assessment of your needs prior to taking any a

What are fees associated with Mutual Funds?

Mutual funds pool and invest the money of many people, which is why they are considered less risky and less expensive than individual investments.  The portfolio of securities held by a mutu

What fees are associated with my investment choices in a 401(k) plan?

There are a number of fees that will be associated with investment choices, but there are 3 basic types that are commonly associated with investment alternatives in the 401(k) plan.  these f

I'm getting laid off. How am I going to survive financially until I find another job?

There are a number of ways you can smooth the transition to your next job. To begin, you'll want to plan on your job search taking six months and budget accordingly.

I can choose a single life annuity for my pension or a joint and survivor annuity. Which is better?

It depends on your circumstances.

Help! My child is only two years away from college and we haven't saved much. What should we do?

Your late start means you've missed most of the best opportunities to grow the money you have.

What is a mutual fund prospectus and how do I read it?

A mutual fund prospectus is a pamphlet or brochure that provides information about a mutual fund.