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Week 3 : Financial Planning I

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OUTLINE:

Outline – IYM Week 3 & 4 – 2015 – Evelyn Zohlen
Outline – IYM Week 3 & 4 – PDF
Outline – IYM Week 3 & 4 – PowerPoint – Delia Fernandez
Key Financial Data for 2014

DOCUMENTS AND ARTICLES:

Is your financial planner getting rich at your expense
Paying Income Tax On Social Security Benefits
7 Social Security Mistakes to Avoid
The top 10 Social Security questions
Wall Street’s Watchdog Doesn’t Disclose All Regulatory Red Flags BROKER-CHECK
The Typical American’s Net Worth By Age – Here’s Where You Stand
How Much Life Insurance Should You Buy
The Top 5 Money Problems Americans Face
Finding a Fee-Only Advisor, Consumer Tips & Tools
7 Ways to Avoid Picking a Bad Advisor
Does Vanguard pose a threat to advisers
It doesn’t always pay to delay Social Security
3 Ways You May Be Throwing Money Away Without Realizing It
65-Year-Old SEC Ruling Shines Clear Light on Fiduciary Standard
Don’t Confuse Titles With Licenses, Warn SEC, NASAA
SEC, NASAA warn investors to be wary of financial planning titles
Coveted asset – his brain (MINT.COM)
Income Tax Rates for 2013
Five Signs You Picked The Wrong Financial Advisor
Parceling Out a Nest Egg, Without Emptying It
The Myth of ‘Good’ Debt
Raising the CFP Profile – CEO Kevin Keller Discusses Enforcement
SEC Offers Primer on Selecting a Financial Planner
Defining Real Planning – Who Are The Real Financial Planners

A tool for your clients and their kids
Americans’ financial plan – Not planning
Financial matters are top cause of couples’ spats, survey shows
How to Self-Diagnose Your Financial Health
National Association of Fee Only Advisors – Questionnaire to use for choosing a new advisor
Questions to Ask When Picking a Financial Adviser
When to Apply for Social Security Benefits
Social Security – The Cheapest Annuity in Town
Secret weapon for maxing out Social Security – Your spouse
What are the Components of Financial Planning
Financial Goal Clarification Worksheet
Financial Well Being Index Worksheet
2012 Tax Tables
When Is the Best Time to Begin Taking Your Social Security Benefits
What is your Debt really costing you?
Tax on Stock Sales – Securities New Reporting Rule
Investment Advice Is One Of The Greatest Scams Of Our Time
States – Advisers violating rules by using ‘RIA’
States with the highest personal income taxes
9 mistakes when buying insurance
How I Make the Most of My Free Annual Credit Report
First Person – The 5 Ways I Raised My Credit Score
Budget Helper
Are You Part of – One of the Greatest Scams of Our Time
Tips on Social Security 0ctober 2011
Top nine reasons wealthier clients sign up with Registered Investment Advisers

WORKSHOP VIDEOS:

Part 1:

Part 2:

Part 3:

Part 4:

Part 5:

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