Topic: Retirement Planning

eFinPLAN Add Document Vault

eFinPLAN online personal financial planning software has announced a new feature for saving copies of up to 10 personal finance documents online...
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data...
When I think of sexy sports cars something European usually leaps to mind.. The same now goes for financial planning software.. I recently saw...
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as an online universal client data entry...
The process is deceptively simple on the surface…just plug a few numbers into your favorite retirement calculator and within seconds you have a...

A Guide to Online Budgeting

Using online budgeting as part of your financial planning process could provide you with several unique benefits. Coming up with a monthly budget...
Financial planning software can be the building block you need to set and keep a budget. Today, the average American has over $4,000 in credit card...
The Certificate for Financial Advisers (CeFA ®) is awarded by the Institute of Financial Services (IFS). All true professionals in this sector are aware that it meets the requirements identified by the Financial Services Skills Council (FSSC), is accr

No Golden Parachutes

Tell me again why we are bailing out Wall Street? Why a $700 billion bailout for financial and major corporations? Why $25 billion in loans for the automobile industry? And just who do you think will come to the rescuse of Joe ...
Money is what "makes the world go round." And one of the most difficult propositions in life is to manage money. While some are born with great financial acumen others need to be methodical and follow sound advice. Here are a few ...