Financial Planning
TIO-AFA-Fiancial-Seminar-2010-1009
[TIO Professional Development] AFA Subgroup Seminar – Financial Planning & Charitable Giving
August 18th, 2010
Vancouver Public Library
Photographer: Nicky Tu
Helpful Advice about Financial Planning
Article by Paula Denise
In order to secure a positive financial future, it is highly recommended that you seek professional financial planning advice. Using a financial advisor to help explain your options and understand how to make the most of your money can be much more effective than trying to understand this complex subject on your own.
A good financial advisor’s knowledge will go right across the board, but you can sometimes find specialists who are particularly well equipped to help you in a specific area of financial planning. You may think that finding your own information on the internet or through books is just as good as using a professional financial planning service. Because anybody can post information online, you can’t be guaranteed that the information you receive is correct and current.
Finding A Financial Advisor You Can TrustWhen looking to approach a financial advisor you should always make sure that they are regulated by the Financial Services Authority (in the UK), or the relevant authorising body in the country from which they operate. Making sure that your financial advisor is regulated gives you the confidence of knowing that you’re getting honest, trustworthy advice and that you have some form of protection if you have a bad experience. Before proceeding with any financial advisor, run a check with the regulatory body to make sure that they are authorised.
A trained financial advisor will have access to the most up-to-date information and understand all of the different elements involved in financial planning. You might be looking for financial planning advice to help you set aside a lump sum to help you in the future. Your financial advisor will show you the different avenues open to you, to help you build up your finances in the safest and most effective way. They will discuss different options with you such as savings plans or lump sum and offshore investments – an independent financial advisor will be able to source products from across the whole marketplace ensuring that you get impartial advice with your best interests in mind.
Financial Planning For Any ReasonA professional financial planning company can offer help and advice on a variety of different matters, such as planning for your retirement (including sourcing pensions), saving money towards your child’s education, help with sourcing an appropriate life insurance policy and many other wealth management strategies. The measure of a true professional is that they will never try to push you into anything. Be very wary if you find yourself being pushed to make a decision or buy into a product that you’re not interested in – if you find yourself in this situation, cut your losses and go back to the drawing board, to source another advisor with a good reputation.
The Financial Planning Workbook: A Family Budgeting Guide
Financial Planning – click on the image below for more information.
Financial Planning
The Financial Planning Workbook: A Family Budgeting Guide
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Financial Planning question by woohoo: why is paying online donations with a credit card a bad financial planning?
I dont get it, someone just told me this. what financial plan? I donated some money and next month I’ll pay for the credit card from my account (well the bank will automatically do this).
Financial Planning best answer:
Answer by Heisenberg
Donations are tax deductions. You need a formal receipt on the charities letterheqad for the donation to count
Simple and easy to understand and use,
Mr. Burkett’s workbook is easy to read, easy to understand, easy to follow and all the forms are reproducible so you won’t have to worry about where to get more when you run out of the blank ones that are contained within. If you are struggling with establishing the best budget, then this is the book to help you get your finances in order according to God’s plan. Get it, then follow it and you won’t regret it. God bless!
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|Great beginning resource,
Excellent resource to start down the road toward Christen based Financial Planning. Includes references to the bible and a great tool for those who just don’t know where to start.
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