Archive for the ‘IRS’ tag
_468 x 60_20091205090514.jpg)
Personal Financial Planning Tips : How to Avoid an IRS Income Tax Audit
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
Personal Financial Planning Tips : How to Buy Life Insurance
Life-insurance policies come two ways, a term policy or a whole-life policy, and they can be bought online or through a life-insurance agent. Purchase a life-insurance policy and give family members piece of mind with helpful hints 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
Personal Financial Planning Tips : How to Create an Investment Portfolio
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
Personal Financial Planning Tips : How to Invest in a Money Market Account
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
Personal Financial Planning Tips : How to Design a Savings Plan
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 withtips 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
Personal Financial Planning Tips : How to Buy Stocks
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 withtips 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
Personal Financial Planning Tips : How to Create a Financial Plan
When creating a financial plan, the first thing to consider is setting up a budget to better understand how much money can be saved. Learn why a budget is crucial for setting up a financial plan withtips 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
Personal Financial Planning Tips : How to Get Out of Debt
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 withtips 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
Personal Financial Planning Tips : How to Buy Your First Investment Property
When buying your first investment property, something to think about is the possibility of being a property manager or maybe hiring one if being a landlord is not appealing. Research is crucial when buying investment property, so learn what to look for when buying land withtips 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
Personal Financial Planning Tips : How to Select a Good Mutual Fund
Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record 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
