Personal cash-flow management and managing your spending habits are key areas of personal financial management, and are concerns for many families. With fantastic new products arriving in the market daily, managing available cash becomes quite a challenge especially during a weak economy. This also becomes more challenging as we move into the various higher purchasing [...]
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Q: –– We just got transferred and are in the market for a new house, but are getting confused by all the mortgage options. Can you help us sort it all out? – J.P., California A: Getting the right mortgage “for you” is a vary important financial decision. By choosing poorly, you could end up [...]
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Q: We’re in our mid-50′s and both work for stable employers with good retirement plans. With the recent declines in the stock market, how do we figure out and manage our investment choices from here on out? – T.A. M., Ohio A: We all are facing very challenging times, not only with the performance of [...]
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Depending on your situation, this may be excellent advice from your representative. You work hard to earn and save your money. Why give “more than your fair share” to the government in taxes? Distributions from your IRAs after your death may be the most heavily taxed assets you own. Review the following to see if [...]
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Q: We getting ready to sell our business and are considering making some charitable gifts. What suggestions do you have on the best ways to donate? - T.W. Missouri A: When you decide the time is right time for you to make a charitable gift(s) to your favorite nonprofit organization or cause(s), don’t assume that just [...]
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Personal Financial Management System Careers, Education & Your Business Family & Health Care Financial Independence & Beyond National Financial Literacy Month (April) Home, Auto & Insurance Kids Money Your Money 
2011 Cost-Cutting Money-Making Game™A quick guide to mortgagesAsset allocation is the keyBenefits of naming your favorite charity as beneficiaryCharitable gifts come in many formsChoosing the right financial advisersCommon investment mistakes to avoidConsider gifting something better than cashControl your credit card spending with a simple planCreating your emergency cash fundDealing with divorceHome mortgage, which is best for you? Fixed or VariableKeep your financial eggs in several potsLook for tax-free employment benefitsMaking cash management easierMoney Manager System puts your financial house in orderMoving at retirementNegotiating your home purchaseStarting a new business?Stocks, bonds, mutual funds: what do they mean?Strategies to free yourself from credit card debtTax wise secrets for funding your financial independenceTaxing issues associated with a divorceThe 2010 Tax Relief Act was signed into law December 17, 2010The power of your spending planUse your business plan as the roadmap to successUsing your home to help fund your retirementVideo: Residential and Small Business LendingWinning your ‘tax-cutting money-making game’Your 401(k) choices after retirementThis website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. Formed in 2005, The NAEPC Education Foundation provides information about the multi-disciplinary approach to estate planning for the public and holds educational conferences, seminars, forums, and meetings for practitioners. The National Association of Estate Planners & Councils is comprised of 230 estate planning councils and their 28,000 members across the country and administers the Accredited Estate Planner® designation to qualified professionals that support the team concept of estate planning. |
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