Financial Advising






    There are many important financial advising suggestions.

    We have covered various steps to take for financial planning retirement such as where to live, what to save, etc...

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    Financial Advising

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    Invest in yourself 
    As a CFP Certified financial Planner I have seen a lot during my career. One common thread with all the successful people I have met was they all owned …

    Shopping with Cash 
    I’ve found that the best way to begin a financial planning session is with spending - we’ve got much less control over the incoming than we do over the …

    Create a Financial Plan and Stick to It for the Long Term 
    Financial planning is easy; sticking to the plan is harder. The key is creating a workable plan that you believe in and sticking to it for the long term. …

    Set Specific Goals 
    You’d be amazed at what you can accomplish if you take the time to set some financial goals and then get specific with them. Being vague and general will …

    Keep it Simple 
    For successful financial planning you should always keep it simple. Some things you've heard a dozen times: Spend less than you make, avoid debt, stay …

    The incredibly simple savings starter plan 
    Being human, you've heard all of the financial advice, and you know that the tough part is the implementation. You've heard that savings and budgeting …

    Remember the Rule of 72 
    A great way to effectively plan for your financial future is to harness the power of dividend paying stocks, especially when purchased through a tax-advantaged …

    Using A Spreadsheet to Track and Predict your Finances 
    A spreadsheet, such as Excel, can be a very valuable tool in helping you perform day to day, week to week and month to month financial planning. Sometimes …

    Simple Tips for Financial Success 
    There are many methods for financial success. The single biggest key that will determine success or failure is self-discipline. Determining your path …

    Diversify - I mean REALLY Diversify!! 
    It's amazing to me the number of people who consider themselves diversified when all of their holdings are denominated in US dollars. The dollar's days …

    Manage your own investments 
    The real return on any investment is seldom more than 2 or 3 percent per year, after taking into account inflation and an allowance for risk (high yield …

    Day Trading Stocks 
    As a day trader, never hold a stock into the following day. Always finish your day in a cash position. This way, regardless of how the markets behave at …

    Opal Financial Groups 
    Trust, Tax, and Estate Planning Forum March 10, 2011 Princeton Club, NYC As part of the Private Wealth Series, Opal’s Trust, Tax, and Estate …

    Financial Advising - Production is Key 
    I think that production is key to anything, especially in a financial advising scenario. By that I mean to produce and get things done; get things accomplished. …

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