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Archive for the ‘tax’ tag


Tony Walker Finanicial: Borrow Against Your Insurance

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www.tonywalkerfinancial.com orcall 1-877.499.WALK Retirement Specialist – Tony Walker, from Tony Walker Financial, talks with a caller about borrowing against their Life Insurance. Tony has over 25 years of experience in the financial services business and is a leader in his community. He is an author, a film maker, and currently appears every Monday morning on NBC affiliate WAVE TV in Louisville Kentucky, where he is co-host on a live call in show answering questions from an audience of over 500 thousand households. And just as importantly, Tony has a real pulse on what Americans are thinking since he works personally with so many people, from all walks of life.

Personal Financial Planning Tips : How to Avoid an IRS Income Tax Audit

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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

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February 2nd, 2010 at 10:19 pm

Personal Financial Planning Tips : How to Buy Life Insurance

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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

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December 25th, 2009 at 3:11 am

Personal Financial Planning Tips : How to Create an Investment Portfolio

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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

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December 11th, 2009 at 8:20 pm

Personal Financial Planning Tips : How to Invest in a Money Market Account

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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

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December 9th, 2009 at 8:07 pm

Personal Financial Planning Tips : How to Design a Savings Plan

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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

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December 2nd, 2009 at 9:33 pm

Property Tax Assessment Appeal…it Works!

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This week Kurtis speaks about how he saved one client 00.00 per year in property taxes and saved himself 00.00 per year in property taxes simply by appealing his properties assessed value. Anyone can file their own appeal but, it can be time consuming and your resources may be limited. Silverstar Finance provides this service for you at a minimal fee.

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November 25th, 2009 at 3:08 pm

Personal Financial Planning Tips : How to Buy Stocks

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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

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November 21st, 2009 at 5:39 am

Personal Financial Planning Tips : How to Create a Financial Plan

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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

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November 15th, 2009 at 12:42 am

Personal Financial Planning Tips : How to Get Out of Debt

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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

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November 8th, 2009 at 8:10 pm


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