Arizona Financial Plan

Category: Investments

11

Jun2014

Rollover your 401k into an IRA

June 11, 2014 / Investments

Rollover...........Good IRA!! There are many reasons why you should rollover your old 401k's and other past employer retirement plans into an IRA when you have the chance. Here are just a few. 1. They may be charging you a high administration fee for not being an active employee anymore. These fees can ... Read More

13

Apr2014

Roth IRA Attraction

April 13, 2014 / Financial Planning, Investments

The Roth IRA plans are so attractive that, in addition to opening a deposit Roth IRA, you may want to convert your traditional IRA into a Roth IRA. However, you may need professional assistance to figure out whether it is worth the time and cost. Although contributions to a Roth ... Read More

09

Mar2014

529 College Savings Plan – How to Finance a College Education

March 9, 2014 / Investments

THE EDUCATION FUND The cost of higher education has increased dramatically, particularly at private colleges and universities. It may cost $15,000 to $40,000 per year in tuition, books, fees and room and board for a student to attend some private colleges. This does not include transportation, clothing, laundry and incidental expenses ... Read More

05

Mar2014

Cash Flow Management

March 5, 2014 / Financial Planning, Investments

What is Cash Flow Management? Every successful business relies on a financial system to carefully control income and expenses. A business must have a system to know its present financial status, and more important, planning for its future financial moves. A corporation cannot place a $40,000 inventory order unless its ... Read More

16

Feb2014

Wealth Protection

February 16, 2014 / Investments, Life Insurance

Over the years, good times and bad, a statistical constant tells us only 4% to 5% of Americans will achieve financial independence by retirement age. That leaves 95% destined to be financially dependent. What is it this small minority does (and the rest does not) that sets them apart? Income, of ... Read More

15

Feb2014

Nobel Prize Investment Strategy

February 15, 2014 / Investments

Tom Fischer is an Investment Advisor in Scottsdale, Arizona. This article has been shared to allow you to make important financial decisions about your investments. Most investors seem to worry about picking the right stocks. However, abundant research on billions of investments shows that is almost impossible. Indeed, efforts to pick ... Read More

14

Feb2014

A Bulletproof Portfolio for Investments

February 14, 2014 / Investments

Prudence would dictate that investors prepare for all possibilities - including the worst. While the worst is unlikely to happen, it is important to protect assets from the implications of serious change. Only then will you feel free to take advantage of opportunities, seeking out investments that yield excellent rates of ... Read More

27

Jan2014

How to Achieve Financial Freedom through Personal Financial Planning

January 27, 2014 / Financial Planning, Investments

Basically, planning of any type requires you to think at a higher level. However before this process begins, it is crucial to approach this with an open mind. Having an open mind does not equate to committing or buying in “initially”, it is simply another method of looking at the ... Read More

07

Nov2013

What Are 529 College Savings Plans?

November 7, 2013 / Investments

What Is This? Saving for the future cost of college tuition of our children, our own retirement, and purchasing a home are some of the biggest financial goals that we set for ourselves in our lifetimes. One of the biggest tools that parents have for saving for their children’s college education ... Read More

25

Oct2013

Are You a Risk Averse Investor?

October 25, 2013 / Investments

Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners ... Read More