Posts Tagged ‘mutual funds’

Personal Financial Planning Tips : How to Monitor Stocks

Sunday, July 4th, 2010

Monitoring stocks can be done through a brokerages Web site or through Web sites like MSN or Yahoo Finance which allow tickers to be set up for a portfolio. Keep an eye on stock earning potential with helpful hints from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

How do I get my IRA out of the dollar and into the Euro?

Friday, June 25th, 2010

My IRA is all in dollars which means that my planned European retirement is whittling away daily as the dollar slips. Can I sell me current mutual funds, converting them back to cash, then exchange the cash into Euros and then repurchase European mutual funds?

Personal Financial Planning Tips : How to Calculate Your Net Worth

Sunday, June 20th, 2010

Calculating your net worth is a simple equation that involves adding assets like cash, investments and cars and subtracting them from liabilities like rent or utilities. Figure net worth by adding and subtracting all the right assets and liabilities with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

Personal Financial Planning Tips : How to Get Credit Card Debt Relief

Monday, June 14th, 2010

Getting credit-card debt relief starts with the ability to set up a good budget and paying down credit-card balances. Discover other ways like dipping into savings or doing credit-card balance transfers to eliminate debt with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu

Personal Financial Planning Tips : How to Keep Proper Records for Donations

Saturday, May 29th, 2010

The IRS requires proper records like a receipt, canceled check or investment statement for all cash donations under 250 dollars. Avoid an brutal IRS tax audit with proper book donation bookkeeping with tips from a financial planner in free personal-finance video. Expert: Julie Asti, CFP Bio: Julie Asti works as a financial planner for Asti Financial. Filmmaker: Bing Hu