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Tag: Financial Planning

February 4, 2012 Tag: Financial Planning

Is Estate Planning Only for the Rich?

Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

October 6, 2011 Tag: Financial Planning

25 Financial Documents That Will Protect You and Your Family

With the recent passing of Apple’s Steve Jobs at the young age of 56, we are all reminded that life is fragile and can end much earlier than perhaps we planned. One of the most selfless things that we can do is to confront our mortality now, while we are healthy, and make the hard decisions about how you want our estate handled when we pass.

July 8, 2011 Tag: Financial Planning

Friday Reader Q&A: More Info on the Five Levels of Financial Freedom

Q: Jerry, I just stumbled across your website and I am so thankful to have found you. The media has been scaring me half to death and I am worried sick about my retirement plans, my social security check, and the future of this country (especially for my grandkids’ sake!) You recently mentioned something about your Five Levels of Financial Freedom on your radio show and I would love to learn more about this. Please send me any information you can. Thanks for your hard work! (Susie H., Whitefish, MT)

CLICK HERE FOR JERRY’S ANSWER…

September 25, 2010 Tag: Financial Planning

Q&A with Retirement Specialist John Bearss

The times we are living in have really escalated the need for financial planning.  I believe people are less fearful of the future if they have established a financial plan for themselves and their families because being prepared is the best solution to relieving stress and fear.