Mike Plumlee, Financial Planner’s Blog
A Beginners Guide to Estate Planning
Estate planning isn’t just for the wealthy, as many people assume. Failing to create a thorough plan can leave your assets’ care and the future of your loved ones at risk.
Partnering With a Financial Advisor for College Savings
College is tremendously expensive, and there is no end in sight to increases. Smart parents plan for this expense early on, often with a financial advisor.
An Introduction to Investing Your Money
Learning to invest can seem intimidating. But investing can be a key to moving from a paycheck-to-paycheck lifestyle to one of wealth. And the truth is, it doesn’t take a lot of money to get started when it comes to investing. Today, there are plenty of investment options for people of all income levels and social classes.
5 Must-Read Finance Books
Finance is a highly technical subject that takes years to learn and fully master. Supplementing your formal education or job experience with these five finance books can help you master the subject faster. That being said, these titles are also a good read for finance enthusiasts who enjoy reading about financial markets and investment products.
Investing in IPOs
In many instances, investors suffer from a dilemma of whether to invest in initial public offerings or not. Popularly known as IPO (Initial Public Offerings) is the process of publicly trading the company’s shares in a new stock issuance. This mostly happens when the company is at a young age to boost its growth potentially. In this year only, approximately 120 companies have gone public to sell shares on stock exchanges. Nevertheless, IPOs are highly volatile and can move up by 10% in just one day and vice versa. To cope up with these fluctuations, here are four key metrics a company should take into consideration before opting for IPO’s.
Maximizing Your Tax Return
Millions of Americans receive a tax refund each year. For some, this is inevitable because of their income levels. For others, it’s due to their withholding. There are ways to maximize a tax return. Some will lead to higher refunds, while others will lead to a lower tax bill.
The Top 3 Finance Podcasts for Investors
As the podcast revolution takes the world by storm, millions of listeners are flocking to personal finance and investment channels to learn valuable lessons on money management and wealth accumulation.
Boosting Your Retirement Savings
Retirement seems like a long time away. In fact, when we are young, retirement may feel like something in the far distant future rather than the inevitable fact of life that it really is. Many people do not have adequate retirement money set aside. Some people even have no retirement funds set aside at all. Discover tips that can help you grow your retirement savings and prepare you for a hopefully calm, stress-free, and enjoyable end to your life.
How to Get Your Finances in Check in 2020
The end of the year is the best time to take a look at your finances and begin to regain control. With retailers keen on moving merchandise through the holiday season, the beginning of tax season, and the motivation that accompanies a new year, now is the best time to set some concrete financial goals and begin working on strategies for your financial success.
How to Plan for Retirement Income
Like all things, having a great life during your retirement years starts with a good plan. While many folks start planning for retirement early, many things happen along the way to derail their original plans. Hardships happen in life, you may borrow against your 401K to purchase a home, many folks discover that a divorce decimates income they’d counted on for their retirement years.