You are here:
Home / Archives for Finance
What is a DB(k)? Basically, a DB(k) combines a pension plan with a matching 401(k) plan. As the name implies, it is a defined benefit retirement plan with some of the features of a 401(k).
Tags: 401, 401 K Plans, Benefit Plans, Benefit Retirement Plan, Business Paperwork, Chris Mayer, Defined benefit pension plan, Defined Benefit Retirement, Defined Benefit Retirement Plan, Economics, Employee benefit, Employment, Employment compensation, Finance, Financial services, Form 5500, Group Vice President, Hybrid Retirement Plans, Internal Revenue Code, Internal Revenue Service, Investment, Labor, Mom And Dad, Neat Tool, Pension, Pension Income, Pete Mitchell, President Chris, Principal Financial Group, Profit Margins, Recruiting Tools, Retirement, Retirement Plan Option, Retirement Savings, Social Issues, the Washington Post, The Washington Post Company, Washington Post
What does a financial planner do? Well, that depends. Many individuals refer to themselves as “financial planners”, but not all perform true multidisciplinary financial planning. Investment, insurance and tax professionals sometimes specialize in certain areas of financial planning (such as retirement planning, estate planning, tax planning, or investment management).
Tags: Big Picture, commission-based planner, Fee Structure, fee-based planner, Fee-Only financial advisor, Finance, Financial advice, Financial Planner, Financial Planners, Financial Planning, Financial services, Financial Situation, Insurance Options, Investment, Investment Insurance, Investment management, Management Methods, Money Management, National Association of Personal Financial Advisors, Paycheck To Paycheck, Personal finance, Pete Mitchell, planner, Retirement, Retirement Fund, Retirement Planning, Risk Management, Spending Habits, Tax Planning, Tax Professionals, Tricky Question
Are you familiar with critical illness insurance? Some people aren’t. It doesn’t get as much attention as disability insurance or long term care coverage. But if you face a serious health threat, a critical illness policy can help to ease a financial burden.
Tags: American Association for Critical Illness Insurance, Canada, cancer, critical illness, Critical Illness Insurance, Deductible, disability insurance, disease, Finance, Financial Burden, Forms Of Skin Cancer, Harvard University, Health, Health Circumstances, Health economics, Health insurance, Health Threat, heart attack, Heart Attacks, Heart Bypass Surgery, heart disease, HIV, Illness, illness insurance, Illness Policy, Insurance, Insurance Premiums, insurance proceeds, Kaposi, Kaposi's sarcoma, Life insurance, Long Term Care Insurance, lymphoma, medical insurance, multiple sclerosis, Organ Transplants, Personal Bankruptcies, Pete Mitchell, Prostate Cancer, Renal Failure, Serious Health, serious illness, Skin Cancer, Social Issues, stroke, strokes, Term Care Coverage, Types of insurance
What’s an IPS? An investment policy statement, or IPS, is the foundation of a good investment strategy. It gives you an overview of the whole investment plan: the asset allocation, the objectives, the asset management approach and the ground rules for communication between you and your advisor.
Tags: Acceptable Level, advisor, Asset Allocation, Asset Classes, Conservative Investor, Finance, financial advisor, Financial economics, Financial services, Investment, Investment management, Investment Markets, Investment Plan, Investment Policy Statement, Investment Strategy, Investment Style, Liquidity Requirements, Management Approach, personal financial advisor, Pete Mitchell, Portfolio, Preferred Investment, Quarte, Quarterly Reviews, Risk Tolerance, Small Cap Stocks, Small Caps, Time Horizon, United States, Ups And Downs, Value Investor
0% estate taxes in 2010 … for now, anyway. On January 1, the federal estate tax went away – at least for the time being and perhaps for all of 2010 as envisioned back in 2001. President Obama and Congressional leaders wanted the estate tax to stick around in 2010 at 2009 levels (estate taxes up to 45% with a $3.5 million exemption), but lawmakers were preoccupied with other matters.1,2
Tags: 1 Million, 5 Million, American Institute Of Certified Public Accountants, As American Institute, Bypass trust, Capital Gains, Certified Public Accountants, Congress, Congressional Leaders, Estate Planners, Estate tax in the United States, Federal Estate Tax, federal government, Finance, Gift tax in the United States, Gift Taxes, Good Question, Inheritance, Institute Of Certified Public Accountants, January 1, Law, Lawmakers, Obama, Obama administration, Pete Mitchell, Political economy, Suspense, Tax, Tax haven, Taxation, Taxation in the United States, Tom Ochsenschlager, vice-president for taxation, Washington,United States, Wealthy Families
Next Page »
