Financial Planning Wiz
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals!
Important Links
Cash: Usually includes funds in hand, bank and savings accounts and liquid investments.
How you manage your cash affects how you meet your present and future needs. With checking accounts, ATM cards, debit cards, and loans you can effectively manage your money.
In the section below, learn hoe to manage your money with little to no risk:
Checking accounts are offered by most banks with little to no monthly fees. A checking account offers a secure place to put your money. Banks offer normal checking accounts, checking account with interest, and a savings account (usually with interest)… MORE>
An ATM card allows you to use a plastic (credit card like) card to withdrawal funds from your checking and savings accounts. You can use this card at ATM machines which are located at… MORE>
A debit card is an ATM card and a credit card in one. However there are some differences… MORE>
Real estate investment means you’ll borrow the largest amount of funds you’ve ever borrowed in your life. This may shy you away from the prospect of buying real estate, but don’t let it overwhelm you. Real Estate can make some of the best retirement investments … MORE>
A creditor, such as a department store or major credit card company like Visa, Master Card will extend a credit of funds for you use in participating stores. With a credit card you can …MORE>
Your credit plays an important part in your and your families life but understanding what credit is and how it will affect you can be challenging. A great way to learn how your credit will affect your life is with the knowledge of two credit basics…MORE>
FINDING A FINANCIAL ADVISOR
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals! Learn more about the different asset allocation types, explore the areas above and fill out our on-line form to find a certified financial advisor in your area.
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals!