Posts Tagged Plans

Episode 140 – Home Reversion Plans


The alternative to a Lifetime Mortgage, Home Reversion plans involve a sale of the property. Here, I explain all. Well, a brief introduction to HR plans anyway!

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To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice

To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice

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I need some financial advice with retirement plans.?

I’m 24 and in the military. I have 10% going to my Thrift Savings Plan through the military and I was thinking about opening up an IRA. Should I open a traditional or Roth IRA? Which would compliment my TSP and what is better in the end? I’ll appreciate all serious advice.

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The Wealth Management Index: The Financial Advisor’s System for Assessing & Managing Your Client’s Plans & Goals

Product Description
Because wealth management encompasses a variety of disciplines–the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution–traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index T M, an innovative tool for financial advisors to quantify their clients’ success in financial planning. The index helps financial advisors esta… More >>

The Wealth Management Index: The Financial Advisor’s System for Assessing & Managing Your Client’s Plans & Goals

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Financial Planning Advice : Starting Direct Stock Purchase Plans for Your Company


Starting direct stock purchase plans for a company is a great way to get people to invest without using a broker. Offer DRIPs, direct investment programs, to save expenses on a middle man withinformation from a registered financial consultant in this free video on stocks. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC

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