Posts Tagged ‘card’

Personal Financial Planning Tips : How to Invest in Tax-free Mutual Funds

Tuesday, March 9th, 2010

When investing in a tax-free mutual fund, be sure to take a look at the taxes and how they’re handled as not all mutual funds are free from taxes at federal, state and local levels. Find out which mutual funds are truly tax-free, like a bond mutual fund, with tips from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:24

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Personal Financial Planning Tips : How to Use College Tuition as a Tax Deduction

Saturday, March 6th, 2010

College tuition can be deducted from taxes with the hop credit or with the lifetime learning credit, but both are subject to adjusted gross income limitations. Understand how these tuition credits are used for tax credit purposes with advice from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:36

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Personal Financial Planning Tips : How to Estimate How Much Money You Will Need To Retire

Wednesday, March 3rd, 2010

Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund with tips from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP

Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:56

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Personal Financial Planning Tips : How to Avoid an IRS Income Tax Audit

Sunday, February 28th, 2010

Avoiding an IRS tax audit is done by reporting all income accurately and avoiding red flags like not reporting tips. Prevent the IRS from starting an audit by using a trusted CPA or reporting taxes accurately with tips from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:56

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Personal Financial Planning Tips : How to Create an Investment Portfolio

Thursday, February 25th, 2010

When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:47

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Personal Financial Planning Tips : How to Calculate Your Net Worth

Monday, February 22nd, 2010

Calculating your net worth is a simple equation that involves adding assets like cash, investments and cars and subtracting them from liabilities like rent or utilities. Figure net worth by adding and subtracting all the right assets and liabilities with tips from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:24

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Personal Financial Planning Tips : How to Invest in a Money Market Account

Friday, February 19th, 2010

Ways to invest in a money-market account include through a bank, a mutual-fund company or through a discount brokerage. Earn interest on saved money with a money-market account with advice from a financial planner in free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:7

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Credit Card Debt, Bankruptcy,& personal finance for doomers

Friday, February 19th, 2010

Subscribe, rate, and comment :)

Options for people in debt

Duration : 0:19:14

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Personal Financial Planning Tips : How to Buy Stocks

Wednesday, February 3rd, 2010

Two ways to buy stocks include a dividend reinvestment plan or DRIP offered by Fortune 500 companies or by buying through a discount brokerage. Purchase stocks for investing in Wall Street with tips from a financial planner in this free personal-finance video.

Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu

Duration : 0:2:32

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Suze Orman – 4 Oct – Attitude On Personal Finance

Wednesday, February 3rd, 2010

Discuss the attitude for personal finance base on the “Can You Afford It?” section

Duration : 0:3:18

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