A Better Financial Plan begins by discovering the best way to save money. This first part of a 4 part video tutorial covers the basic principles that will unveil methods to improve investment return, decrease risk, and increase liquidity.
Independent Financial Advisor Insight
The Best Way to Save Money – Step 1
The Problem with Traditional Financial Planning
Traditional savings plans like IRAs or 401K provide the benefit of deferring the payment of tax on income until later in life. These plans also carry a high degree of risk and an eventual tax burden. This presentation by Founder and CEO of A Better Financial Plan, Dean Vagnozzi is a great place to start if you are interested in learning how to have achieve the goal of a tax free retirement.
Seven Cures to a Lean Purse
Two of the most common questions that A Better Financial Plan independent financial advisor hears is “how to save money” or “how to budget and save money“. This presentation based on the classic best selling book by George S. Clason’, Richest Man in Babylon, provides a perfect 7 step plan for learning how to save money.
Find Your Hidden Wealth
Americans willingly give up millions of their wealth every day. Avoid the most common investment mistakes and find your hidden wealth. This video tutorial identifies the most common form of wealth transfer and how they can be avoided.
College Finical Aid Process
The college financial aid process can be confusing for students, parents, and even professionals. A college aid veteran Kieth Calil gives you everything you need to know when facing this challenging process. Running time 25 minutes.
