Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not outright distributions make sense in your estate plan. Download your free copy of the Estate Plan Organizer here: If you would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, [More] – Click to Download 25,000+ Business Forms & Templates! 3 Financial Planning Mistakes Every Entrepreneur should Avoid Click Here To See More From This Expert: Brittney Castro, CFP® at Perennial Financial Services (, spells out three mistakes every entrepreneur should avoid. Preventing these problems will help individuals and business owners avoid financial pitfalls down the road. Docstoc has over 20 million business and legal documents to help you grow and manage your small business and professional life. Thousands of how-to articles and videos with fresh content uploaded every day. Attorney reviewed documents to save you time and money. [More]
4 Biggest FInancial Mistakes: 1. Insurance as Investment 2. No Financial Goals 3. Over Leveraging 4. Investment to save tax Yadnya’s Book – 108 Questions on Mutual Funds & SIP is available here – Find us on Social Media and stay connected: Facebook Page – Facebook Group – Twitter –
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney. Important Points (00:55) Mistake #1: Dying Intestate (01:38) Mistake #2: Having an “I Love You” Will (02:20) Mistake #3: Owning Real Property Jointly (04:07) Mistake #4: Giving Property Outright to Heirs (15:45) Mistake #4: Other Options (17:55) Mistake #5: Not Having the Right Trust (18:50) Mistake #6: Not Funding the Trust Properly (19:54) Mistake #7: Not Updating Your Estate Plan (21:00) Mistake #8: Doing It Yourself (21:40) Mistake #9: Believing a Trust Alone is Enough [More]
Nicole Newman, Attorney at Law joins “Big Al” Clopine to discuss the most common mistakes she sees as an estate planning attorney. These include dying with or without a will, leaving assets to beneficiaries outright and not choosing the right estate plan for you. Important Points 0:33 “One of the big gruesome mistakes that come through my office is when someone has died and they HAD a will. It’s not only a problem when someone dies without a will; it’s also a problem when someone dies with just a will. It’s a problem because they are not avoiding probate.” 1:14 [More]
Five general mistakes made by financial planners.
Spend an hour with Michigan Estate Planning attorney Tom Doyle as he helps you develop your own estate plan, while discussing Wills, Trusts, Powers of Attorney, hand how to avoid many of the estate planning mistakes clients make. This slide presentation was part of the After Hours radio program of the Financial Fitness Show
How to fix common mistakes in QuickBooks Online by Hector Garcia, CPA for Intuit’s Accountant University’s Webinar.
Watch complete news story of Money guru for getting detailed updates about the queries in financial planning, investments etc! Zee Business is one of the leading and fastest growing Hindi business news channels in India. The channel has revolutionized business news by its innovative programming and path-breaking strategy of making business news a 24/7 activity as it is not just limited to the stock market. This has made Zee Business your channel to wealth and profit. Besides updated hourly news bulletins, there is a lot to watch out for, whether it be stock market related detailed information, investments, mutual funds, [More]
Unfortunately, many people make mistakes in QuickBooks Online. Learn about some of the most common mistakes and how to fix them. We will cover list errors (chart of accounts, customers, vendors and the products/services list) and how to clean up lists. Plus we discuss other errors including common problems with downloaded transactions: –duplicate entries –add vs. match bank transactions –how to undo things and more.
Profit Financial, a company offering income tax preparation in Hamilton (…
The tax deadline of April 30 is almost here. Avoid the 5 Most common personal tax mistakes that Canadians make.
From My Bloglines If you hadn’t noticed, I use and prefer to use Bloglines as my online RSS feed reader. I haven’t been at the site since at least before July 28th, so I’m slowly catching up what’s out there since I got back. There’s a lot! Here’s something else that caught my eye. The – Home-Based Business Articles site writes about the Top 10 Mistakes Home-Based Business Owners Make. Seems like sound advice, even if you don’t think it’s a mistake! I thought I would jot down a few thoughts how each relates to my own business, as [More]