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Articles Archive for March 2010

Financial Planning »

[31 Mar 2010 | One Comment | ]

Despite the economy, financial advisor to the affluent Jeff Christenson uses innovative methods and team to preserve wealth and build an award winning practice.
Phoenix, AZ (PRWEB) March 30, 2010 — With over fifteen years experience working with high-level clients (successful entrepreneurs, real estate developers and well known entertainers, to name a few), Jeff Christenson knows a thing or two about managing substantial wealth. as the President and Founder of Christenson Wealth Management LLC, a comprehensive, private wealth management firm dealing exclusively with high net-worth clients, Jeff has an unparalleled …

Investment Advice »

[31 Mar 2010 | No Comment | ]

As an investor, it is important to choose a mutual fund that matches your investing style. There are many different types of mutual funds on the market and each of them employs a different investment strategy. here are a few of the different types of mutual fund strategies that are available so that you can choose one that meets your individual needs.
Balanced Fund
One of the most popular forms of mutual fund is the balanced fund. This provides you a very diversified portfolio to work with. This type of fund …

Money Management »

[31 Mar 2010 | No Comment | ]

The city of Columbia on Tuesday announced the Green Building Incentive Program, paid for with federal stimulus money, that provides financial incentives to those who construct buildings to green building program standards.
The amount of the incentive will vary with the cost of the project and the level of green, or LEEDs, certification. Financial incentives will equal 30 percent to 60 percent of various city permit and tap fees and are limited. Incentives will be paid out when a project is completed and certified. The city also will offer nonfinancial …

Retirement Planning »

[31 Mar 2010 | No Comment | ]

Genius inside, creators of the award-winning Genius Project Portfolio Management (PPM) software, recently announced the release of Genius Project4Domino V6 and Genius Project V2 that include additional features to help streamline project management and simplify access to valuable data.
Genius inside – Project Portfolio Management Software Provider
As Genius Inside’s flagship PPM software suite for IBM Lotus Notes, Domino and Web use, Genius Project4Domino and Genius Project are end-to-end solutions that go beyond the Gantt chart to cover all phases of project management, as well as all relevant documents and data. …

Money Management »

[31 Mar 2010 | One Comment | ]

This is a guest post by the Lean Life Coach who writes at Eliminate the Muda! [mooda] about how to improve life and personal finance through the application of proven business management techniques that originated with great Americans such as Henry Ford and Benjamin Franklin
How to stop Spending Money
An article about Forex this is not. it is about a different perspective on the value of a dollar. Think of it as a mind hack on money management. use these concepts to remain focused on getting the most out of …

Money Management »

[31 Mar 2010 | No Comment | ]

Posted: March 27, 2010 |(0) Comments
It’s a nice problem to have, deciding what to do with a large retirement nest egg when you retire.
Most assume the wise move is to roll your savings into a self-directed IRA. but before pulling the trigger, here are four things to consider: your plan’s distribution rules, relative cost, quality of available investments and the source of your advice.
Distribution rules
The law allows 401(k) participants with account balances of more than $5,000 to leave their money in their former employer’s plan up to age 70½, when …

Investment Advice »

[31 Mar 2010 | No Comment | ]

If you converted your traditional IRA to a Roth last year and are having second thoughts, there’s still time to undo the conversion. but you need to act quickly or lose your opportunity to undo — or recharacterize — your Roth IRA back to a traditional IRA.
Recharacterization is fairly straightforward, but it entails enough work that you should first be sure that undoing your Roth conversion is worth it. you may seek to undo your initial conversion for several reasons: The value of your Roth IRA account is substantially lower …

Money Management »

[31 Mar 2010 | No Comment | ]

67 WALL STREET, new York – March 30, 2010 – the Wall Street Transcript has just published its Socially Reponsible Investing & Investing Strategies Report offering a timely review of the sector to serious investors and industry executives. this 43 page feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Environmental and Social Global Equity – Integration of Catholic Ethical and Social Teaching into the …

Money Management »

[31 Mar 2010 | No Comment | ]

Author: J.P. Morton
In this article today I’d like to discuss several tips, tricks, and tactics that just about everybody can use to find cheaper checking accounts to help manage your personal finances.
Times are tough for everybody. The recession that started towards the end of 2008 and has continued well into 2010 has made life very rough for a large majority of people across the country and across the world. with the unemployment rate rising, and inflation seemingly rising, everything and anything that we can do to lower our costs is …

Money Management »

[31 Mar 2010 | No Comment | ]

ISBN13: 9781601383136
Condition: NEW
Notes: Brand New from Publisher. no Remainder mark.

Transmitted Information Each year, millions of Americans their finances to their children or other family members because they have a point where they no longer manage it alone can not achieve. Lost more than 95 million dollars in 2006 alone, was due to confusion in the transfer of financial resources and the elderly are those who suffer in the end. for those who are about to begin managing the finances of her parents, it’s important to know exactly how they protect …