Newman Asset Management, LLC

Another good video clip by Julie Asti, CFP, on creating a financial plan. The first thing to consider is setting up a budget to better understand how much money can be saved. She tells why this is a crucial step in getting a financial plan in place.

Selecting a good mutual fund is tricky, but as long as the fund has at least a five-year track record, that is an ideal history time line. Choose a well-performing mutual fund with a long-term performance record with advice 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

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Roth iras are ways for individuals to pay taxes first and then take out money for retirement that is needed in a tax-free basis. Work with a financial adviser or a qualified plan specialist on a Roth IRA withhelp from a registered financial consultant in this free video on investments and personal finance. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC

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Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund 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

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Here is a video from Julie Asti, CFP, a financial planner for Asti Financial. She goes over two ways to buy stocks:

1. Using a dividend reinvestment plan or DRIP offered by Fortune 500 companies.
2. Using  a discount brokerage.

Take a look and give us a call if you have questions and we will set you up with a professional specializing in these methods of investing.

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