Leslie Daff, Attorney at Law with Estate Plan, Inc. discusses the basics of estate planning: who benefits from an estate plan and why even have one? She presents the essentials of a good plan and talks about avoiding probate and asset protection.
Investing 101
We’ll help you understand a variety of important retirement planning basics, including saving, investing, types of investments, and Target-Date funds.
Investing Basics – Creating an Investment Plan
In this video, financial planning professional and member of the Financial Planning Association®, Jennifer Quigley, CFP®, CASL™, teaches you how to create a personalized plan for investing that will factor in your investment goals and timeframe, risk tolerance, and investing strategy. This series is designed for beginning investors, but includes a variety of tips that would be helpful for intermediate investors.
Tax Free Income and other Retirement Savings Tips
www.paytaxeslater.com James Lange, the best-selling author of Retire Secure! gives you expert advice on 401(k)s, Roth IRAs, retirement planning, retirement savings and estate planning.