Posts Tagged ‘insurance’
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 2 Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | No Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | No Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 1 Comment »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | No Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | No Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 2 Comments »
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
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 7 Comments »
Saturday, January 30th, 2010
The best way to get out of debt is by keeping expenses lower than income and use any low interest-bearing savings account money to pay off higher interest credit cards. Avoid the pitfalls of debt 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 : 0:3:1
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 6 Comments »
Saturday, January 23rd, 2010
When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement 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 : 0:2:42
(more…)
Technorati Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Tags: card, credit, debt, deduction, finance, funds, income, insurance, investments, IRS, life, money, mutual, stocks, tax
Posted in personal financial planning | 2 Comments »