Torrid Technologies’ 2009 Retirement Planning Software Helps Individuals Verify Retirement Finances

ATLANTA, Ga. — The Retirement Savings Planner 2009 from Torrid Technologies ( torrid-tech.com ) ... who want to be personally involved with managing their personal retirement planning scenarios. The results ... percent each report asking a financial advisor and doing their own estimate. Others read or hear how [more...]

Date: 2009-02-23 23:55:44

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Retirement Planning Software from Torrid Technologies Lets Individuals Verify Retirement Finances

ATLANTA, Ga. — The Retirement Savings Planner 2009 from Torrid Technologies is now available in versions both for professional advisors and for individuals or couples who want to be personally involved with managing their personal retirement planning scenarios [more...]

Date: 2009-02-24 00:15:58

Torrid Technologies Retirement Planning Software Updated for 2009

ATLANTA, Ga. — The Retirement Savings Planner 2009 from Torrid Technologies ( www.torrid-tech.com ) is now available in versions both for professional advisors and for individuals or couples who want to be personally involved with managing their personal retirement planning scenarios. The results of a January survey conducted by Workplace Options ( [more...]

Date: 2009-02-26 17:27:20

Torrid Technologies 2009 Retirement Planning Software Lets Individuals Verify Retirement Finances

ATLANTA, Ga., Feb. 23 (SEND2PRESS NEWSWIRE) -- The Retirement Savings Planner 2009 from Torrid Technologies (torrid-tech.com) is now available in versions both for professional advisors and for individuals or couples who want to be personally involved with managing their personal retirement planning scenarios [more...]

Date: 2009-02-23 18:00:39

How Much Do You Need to Save for Retirement?

I’ve had several conversations in the past month with people who are wondering how much to save for retirement ... undercover financial planner” seems to agree . The Mole writes: My advice is to figure ... , as a starting point for other calculations. Many financial planners will suggest that you need 80% (or 70 [more...]

Date: 2009-03-26 12:00:27

Will HelloWallet Transform Online Financial Advice

September 30th, 2009 Goto commentsLeave a comment The Bill Clinton-endorsed startup, offering financial advice for the rest of us, could get a boost as HR departments look for low-cost ways to serve employees' need for unbiased guidanceSimilar Posts:Senate Democrats Say Cost of Health-Care Bill Can Be TrimmedJourney Financial Planners Launches New Advisory Service for Retirement Plan Sponsors & New Blog and Web SiteBill Clinton promises to secure investments for PakistanIMF to sell 403 [more...]

Date: 2009-09-30 05:06:03

Interviewing a Financial Advisor

We are all encouraged to consult with financial advisers and planners when analyzing our retirement needs, investment options, ... disclosures telling people to check with an independent financial advisor. Unfortunately, most financial advisers know very little about investing and about making money. I personally put financial [more...]

Date: 2009-04-04 20:44:45

Financial Secrets of My Wealthy Grandparents: A Guide To Help Retirees Avoid Financial Mistakes and Create an Inspiring Financial Future: Matthew Tuttle

While there are many books that tell younger people how to plan for retirement, ... is a CERTIFIED FINANCIAL PLANNER™ Practitioner, has an MBA in finance. he is frequently quoted in the Wall ... Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER [more...]

Date: 2009-03-23 00:51:29

Thinking of Retiring? Hire A Coach.

golf_CV_20090126112747.jpg Getty Images Bill Losey, a retirement coach and certified financial planner based in Wilton, N.Y., is part of a growing field of retirement coaches who help clients [more...]

Date: 2009-01-28 15:30:17

My short term goals

Here are my short term career and financial goals:To become a financial planner in 2 years' time.To achieve the Associate Wealth Planner Designation by completing Module 5: Retirement Planning from Financial PerspectiveTo accumulate my emergency fund of S$4,000 in 2 years' time.To complete my university education. [more...]

Date: 2009-10-16 10:36:01

Long Term Care - The Who, The What and The How

While life is populated by choices, one certainty that faces the majority of adults is that they can control their future options only by planning ahead. Financial planners recommend diversifying interests to insure profit. Real estate planners ... care as the nation’s baby boomers near retirement age and individuals are living longer and longer [more...]

Date: 2009-03-29 20:55:40

My second financial mistake

Yesterday I wrote about my first financial mistake, not contributing to retirement ... ) $600 Wedding Planner $500 Flowers $400 Honeymoon $2018 for a week in Europe skiing Grand [more...]

Date: 2009-02-25 14:00:03

Paul Van Ekert: Lack of Planning

Here’s another example of what can happen if you don’t take Principle 9 seriously: Paul Van Ekert* was a 57-year-old rancher from Utah. In preparation for retirement, Paul decided to meet with an insurance planner to determine what he would owe in estate tax upon his death. The planner explained to Paul that his total risk would [more...]

Date: 2009-03-30 11:02:32

What Got You to Get Better? Reasons for Change

This is a guest post from Robert Brokamp of The Motley Fool . Robert is a Certified Financial Planner and the advisor for The Motley Fool’s Rule Your Retirement service. He contributes one new article to Get Rich Slowly every two weeks. (And note that this post is much less controversial than yesterday’s!) Let’s face it: Most of us weren’t born eager to delay gratification, invest in IRAs, diversify our assets, and give a hoot about personal finances whatsoever. [more...]

Date: 2009-08-20 12:00:09

Investing 101: How Diversification Reduces Risk

This is a guest post from Robert Brokamp of The Motley Fool . Robert is a Certified Financial Planner and the advisor for The Motley Fool’s Rule Your Retirement service. He contributes one new article to Get Rich Slowly every two weeks. Quick! If you had to choose just three types of assets that should be in a well-diversified, long-term investment portfolio, what would they be? If we polled the Get Rich Slowly audience, we’d get a range of responses to that question. [more...]

Date: 2009-09-29 12:00:00

Money Magazine and your "risk need"

It will be interesting to see how things play out over at Money Magazine in the next year or so, ... planner. Question: I'm 57 and planning to retire at 66. Before this year's stock market turmoil [more...]

Date: 2009-01-22 23:01:12

Forget Wealth Building to Retire Comfortably

If you want to be happy in retirement, having a million dollar nest egg hardly gets you there. All over, financial planners advise us to have a certain figure in mind when it comes to retirement. “Based on your current salary, you need $1.2 million by 65″, they might say. But yet, as history has shown, aiming for a numerical dollar amount by a certain age is like driving your car across a railroad track and hoping that you won’t get hit. [more...]

Date: 2009-09-23 12:00:38

Tax-Free Savings Account (TFSA) – How should we use it?

This is a guest post by CFP and CMA Ed Rempel on his opinion about how to appropriately use the Tax-Free Savings Account (TFSA) ... . For us financial planners, this will provide lots of tax planning opportunities after you retire [more...]

Date: 2009-02-03 11:30:19

CYA

You all know what CYA stands for. Of course, Cover Your Assets. And everyone does it. You have protection against losing your car in an accident ... from loss in your retirement portfolio? Bet you didn’t even know there is one. You sure aren’ ... planners provide this as part of their service? The simple answer is it is too much work [more...]

Date: 2009-03-30 08:24:32

There Goes Retirement

MARCH 1, 2009, 9:54 P.M. ET By KELLY GREENE The advice in recent months -- from financial planners, ... to the Bureau of Labor Statistics. Of course, the idea of "working in retirement" isn't new ... , with retirement savings in shambles and the economy in turmoil, job searches have taken on a new [more...]

Date: 2009-04-03 08:44:00

Best of 604 Awards - A Tale of Two Parties

While many readers knew that last night was the reception for the Best of 604 awards, ... insurance company that offers a wide range of life and health insurance products, savings and retirement ... to do it! @JohnChowDotCom (John Chow) says: At a party for financial planners. Free food and open bar. Must resist [more...]

Date: 2008-12-12 23:42:55

Five Things You Don’t Want to Hear From Your Financial Planner

This is a guest article by Jeff Rose of Good Financial Cents. Retirement is just around the corner ... it’s time to sit down with a Certified Financial PlannerTM to see if you are still on track [more...]

Date: 2008-11-19 11:00:23

Why stocks, indeed

I used some T. Rowe Price/Ibbottson research in my recent MSN column, “ Under 35? ... zero: 100% The take-away? If you’ve got 30 years until retirement, you’ve got plenty of time ... a session with a fee-only financial planner to make sure you have enough stock exposure to capture [more...]

Date: 2009-04-03 09:00:16

Retire Secure!: Pay Taxes Later The Key to Making Your Money Last as Long as You Do: James Lange

Review “ Retire Secure! is your playbook for winning the retirement game and beyond ... - and to their advisors, as well.” – Michael T. Palermo, Attorney , Certified Financial Planner™ ... .  I highly recommend it to both consumers and professional financial advisors.” – Ed Slott [more...]

Date: 2009-03-22 11:33:52

Why women need to plan for their own retirement!

The following is a guest post by Rhonda Sherwood of itsHERmoney.com . Rhonda is a Certified Financial Planner and a Financial Management Advisor ... but in many cases the sole or main financial source. What money or time is left over to put towards planning ... of spending our Golden Years in a state of financial hardship would be more than enough [more...]

Date: 2009-03-29 01:30:09

Happy Free anti-virus, Free tax question, & Free advice Day!

And a HAPPY Monday to boot! haha...it's an incredible way to start the week, that's for sure :) ... from Kiplinger's site: "Normally, these fee-only planners, who are well versed in investments, taxes,insurance, estate planning, and saving for college and retirement, charge clients $100 to $250 an hour [more...]

Date: 2009-01-08 02:07:54

re: Public Pension Parasites

Posted by Lew Rockwell at February 10, 2009 05:27 PMWrites Chris Clark:I couldn't agree more--it's a travesty that working folk, who by and large must surely give up all hope of retirement, fund the generous 55 and out plans ... some wonderfully outrageous conversations. This morning, two senior health planners were pontificating [more...]

Date: 2009-02-10 23:27:15

There Goes Retirement

MARCH 1, 2009, 9:54 P.M. ET By KELLY GREENE The advice in recent months -- from financial planners, economists and educators -- has been unvarying: Retirees whose nest eggs have cracked wide [more...]

Date: 2009-04-03 08:41:00

Retirement Countdown: Take Action Now to Get the Life You Want

From Publishers Weekly Shapiro, a personal finance columnist and director of financial planning, believes that many people do not do to plan for their retirement. The process of intimidating people, or the media or other authors in the belief that they can make all rocked the plans on their own cause. Shapiro advocates the use of financial planners and carry more importantly, the small steps with care. The book is divided into three parts, beginning with an overview of retirement. [more...]

Date: 2009-10-07 02:07:29

Oldest Worker in the World: Who Needs Retirement?

100-year-old Mildred Heath is one of those rare people who really doesn’t want to retire: Mildred Health, ... -grandchildren and one great-great-grandchild, Mrs. Heath has no plans for retirement and talks about all the things she wants to do, at work and at home. The best advice financial planners could give [more...]

Date: 2008-12-17 15:34:12

Another Silver Lining to This Recession

From the diaries by Erick. U.S. household debt is falling and the savings rate is on the rise ... about taking on new debt — something financial planners have been admonishing Americans ... (or better yet, only living on 80% of what you make and saving the rest for kids’ educations, retirement [more...]

Date: 2008-12-13 21:09:06

Spending Sacrifices The Future, But Saving Sacrifices Today

I am, in my heart, a planner, and I am all for saving for the future ... of handling it gracefully.   I have re-evaluated our “emergency” and “retirement” plans as we become ... of how much money we could have at retirement, we would all be miserable.  The key is to knowing [more...]

Date: 2009-02-06 15:14:53

Neighborhood associations

Last night our neighborhood homeowners association held its annual get-together at a local pizza place. We have lived in our house for six months and have so far only actually met our immediate next-door neighbors on either side, so we were looking forward to meeting some more people in the neighborhood. And the dinner didn't disappoint. It was interesting, actually. I had been hoping to meet a few younger couples but there weren't many there. I was definitely the only 20-something present. [more...]

Date: 2009-10-15 13:02:00

What Would You Do With $1000?

The cover story on this month’s Money Magazine asks “ What would you do with $1000? ” We’ve talked in the past about what you’d do with a major windfall , but I thought it would be interesting to take a look at your options with a smaller windfall. Here are Money’s suggestions: Build up your emergency fund Spend five hours with a financial planner Buy a top-notch mutual fund * Upgrade your appliances Join a gym/hire a personal trainer Pay down credit card debt Update [more...]

Date: 2009-10-16 13:00:40

Risky Bets Sometimes Go Bad

It’s Friday desk clearing time for this blogger. “With relatively robust sales sparked by sales of distressed properties for much of this year, the Solano County housing market, reflecting a statewide trend, will moderate to a more sustainable pace in 2010, said Robert Kleinhenz, deputy chief economist with the California Association of Realtors. ‘It appears home prices are headed up a little bit from the trough (in April),’ said Kleinhenz. [more...]

Date: 2009-10-09 17:25:56

London 6: Day 4 - Class & Movies

Saturday... no fire alarm this morning, but not great sleep, either. I dash off to Starbucks to get some coffee and post some blog entries. The employees recognize me, which I find strange - how many customers do they serve a day? Is it because I joke with them about not wanting milk in my coffee? I don’t really have too much time to check e-mail and post because I have one of those 5 (FIVE!) Free classes today at the Raindance Café - Guerrilla Marketing. [more...]

Date: 2009-10-06 14:51:00

Estate Planning: Which Estate Documents Do You Need?

       Estate planning is probably the most neglected aspect of personal finance because we don’t like to deal with the reality of our own death. Making decisions about who will get what when we die and medical treatments we do or don’t want while dying are not exactly at the top of our “fun” list. But taking the time to deal with these critical issues can save your family and friends a lot of heartache, stress, and even money. [more...]

Date: 2009-10-15 08:00:07

Beyoncé. Supervirtuous

It’s Rule 5 Saturday! In this week’s edition, Beyonce takes on our Supervirtuous, Washington Overlords! “How to Get a Million Hits on Your Blog in Less Than a Year!” Beyoncé Giselle Knowles (34-26-40) is an American R&B singer, songwriter, record producer, actress and model. Beyonce was born and raised in Houston, Texas. As a child, Beyonce attended a number of performing arts schools and started singing and dancing in competitions too. [more...]

Date: 2009-10-10 17:10:45

How much you’ll need

By Walter Updegrave, Money Magazine senior editorLast Updated: October 8, 2009: 10:27 AM ET Sign up for the Ask the Expert e-mail newsletter Walter Updegrave is a senior editor with Money Magazine and is the author of “How to Retire Rich in a Totally Changed World: Why You’re Not in Kansas Anymore” (Three Rivers Press 2005) Ultimate Guide to Retirement Getting started 401(k)s & company plans Investing Annuities IRAs Self-employment plans Pensions and benefit plans [more...]

Date: 2009-10-14 05:17:37

The cost of long-term care

NEW YORK (Money Magazine) — Some insurance decisions are easy. Take life insurance. You know you need it to replace the income your spouse and kids would lose if you died. Insurers don’t have much leeway to dispute claims for death benefits because "deceased" is a pretty definite condition. After you decide how much to buy, you can compare various term policies, see which are the cheapest and most practical, and buy the least expensive one that fits your needs. [more...]

Date: 2009-10-14 02:42:37

Deals & Steals – 10/11/09

Hi all! I have to apologize for the extended break that I’ve taken from this site over the past week. I was sick (as mentioned in my Lysol review, lol) and am just now starting to get caught back up on everything. I am feeling much better now other than a pesky ear that’s clogged and sore, but at least I can think straight now.  And write.  This post will include the usual information that I would’ve posted on Friday if I were able. [more...]

Date: 2009-10-12 02:19:00

My wife is an investing wimp

By Walter Updegrave, Money Magazine senior editorLast Updated: August 13, 2009: 4:12 PM ET Sign up for the Ask the Expert e-mail newsletter Walter Updegrave is a senior editor with Money Magazine and is the author of “How to Retire Rich in a Totally Changed World: Why You’re Not in Kansas Anymore” (Three Rivers Press 2005) Ultimate Guide to Retirement Getting started 401(k)s & company plans Investing Annuities IRAs Self-employment plans Pensions and benefit plans [more...]

Date: 2009-10-14 03:59:01

Lecture by Jake Towne – Why the Stimulus Plan Will Fail (and a Better Alternative)

On October 15, 2009, I gave a lecture at Moravian College in Bethlehem on the horrendous economics of the stimulus plan, and why free market solutions will work far better.  An MP3 is not yet available, but a PDF is here .  The video playing prior to the lecture is below.  This is only the latest in a series of economic lectures, including on the financial crisis .  If you are interested in having me speak with your group, feel free to contact the campaign from the TowneForCongress.com home page . [more...]

Date: 2009-10-17 22:36:14

Rental Housing: Its Day Returns

For Release Sunday, October 11, 2009 © 2009 Washington Post Writers Group Good-bye to the era of homeownership as the powerful, pervasive symbol of the American Dream. Who believes any longer that owning your own house is a sure ticket to building wealth and assuring yourself an easy retirement? So, welcome back to renting–the plain vanilla, easy-to-grasp idea that you pay methodically, month by month, for the roof over your head. [more...]

Date: 2009-10-10 00:04:21

Job Hunting Tips

Job hunting can be a lot of work and quite stressful.  Finding a good job isn’t easy, there are many different factors to consider when picking the best job for you and your family. Here are some job hunting tips to consider when going through a career change or even just changing jobs within your industry. Research and networking : Researching the latest trends, pay and job prospects are important to any job move, but it’s just as important to get face-to-face with people in the field. [more...]

Date: 2009-10-14 13:31:48

Retirement Planning – The Info You Must Learn

Ethical behavior generally requires investment managers and advisors to act in the best interests of the client. This goal requires obeying all laws. Especially important is providing full disclosure of all risks and conflicts of interest that are involved in any investment activity. The ethical behavior of investment managers and advisors is regulated not only by federal and state governments, but also is influenced by industry trade organizations. [more...]

Date: 2009-10-11 10:55:23

Why Don’t Most Financial Planners Plan Finances?

“If you don’t know where you are going, you will wind up somewhere else.” – Yogi Berra W e went to a fascinating conference a couple weeks back that showed the inner workings of the financial planning industry in Canada. It was the first annual Financial Planning Week in Canada, so all the “experts” met for a day to discuss how the industry is misunderstood. “Financial planning is still about selling” is the title to Jonathan Chevreau’s article. [more...]

Date: 2009-10-20 10:30:09

Creating a Common Family Budget

Creating a Common Family Budget by John DavisIt is important for each family to compulsorily have a monthly budget of their own to control the family’s finances. A well planned budget helps to keep track money for a particular period of time, helping to recorder the money source and where it is ultimately spent.The reason why so many families are having financial troubles today is because of the inappropriate spending and lack of the effort to plan for expenses. [more...]

Date: 2009-10-14 13:34:42

Five strategies to rescue your retirement

By Janice Revell, Money Magazine senior writer Will I ever be able to retire now? That's a question you're likely asking yourself these days ... have to postpone their retirement as a result of the current financial crisis; more than a third worried ... strategies to help you position your portfolio for a rebound, take advantage of other financial assets [more...]

Date: 2009-04-04 01:49:00

Guide to the Core of Family Financial Planning

“Let our advance worrying become advance thinking and planning” ~Winston Churchill Do you think you have a good financial plan for your family? Do you have any doubt on how to start Family Financial Planning? This article intends to give core points of family financial planning to help people to ensure they have not missed anything while planning. Whenever starts with family financial plan, one should have knowledge on some core points. Proper planning only produces great result. [more...]

Date: 2009-10-15 11:25:00

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