Archive for the 'personal finance book' Category

Personal finance experts

Almost 20 years ago, Louis Barajas did a U-turn, leaving a cushy job with a Newport Beach financial consulting company to return to his East Los Angeles roots and focus on financial planning for Latino families. Financial planner Louis Barajas says that “material things don’t make you happier.” [...]

What is an Immediate Annuity?

Annuities are a way of investing for the future that has been around for a long time. In the beginning you only had one option but today you have several to choose from. The immediate annuity is one of these options. When you invest in an immediate annuity you will make a payment to an [...]

Find The Right Financial Advisor

So it’s the weed-’em-out time once more and this time, the ones to face the rake is the clan called Financial Advisor. The set definition of a financial advisor bars us thinking anything beyond the stressed out type reeking of Wall Street, but there is much more to this profession apart from buying and selling [...]

Financial Sales Vs Financial Planning - What You Need To Know

One of the challenges we face as Fee Based Planners and Wealth Managers is how do doctors and dentists get to know about Graeme and Ray and the job we do?
After all, we know (and our existing clients tell us), that we are providing our clients with exactly the kind of service they want, and [...]

The Benefits of Using Money Budgeting Software

Nowadays most people get very comfortable with paying for their daily expenses using credit cards. This is bad if they do not exercise self-control. This is because they may become addicted to this practice that they end up spending more than what they can afford or earn.
A way to prevent this from happening is to [...]

Easy Personal Car Finance: Paves Fund Gap At Your Deal

The dream of having a car is now easier to convert into reality with the flexible norms of the financial market. Like other needs, you can easily find a suitable financial option at your cur buying and can get rid of cost hurdle easily. So, if you have any such plan, you can easily avail [...]