Archive for the ‘Financial Planning’ Category


Good Financial Steps to Take When You Get Married

Icon Provided by Joseph Regenstein IV, CMFC on August 24, 2010

If you’re going to say “I do”, here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it’s important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might [...]

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Tags: budgetary impact, College Savings, debt situation, emergency fund, Financial Planning, life insurance, married, retirement


Getting a Mortgage Today

Icon Provided by Joseph Regenstein IV, CMFC on August 24, 2010

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]

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Tags: approved loan, financial decisions, financial goals, Financial Planning, life insurance, mortgage, pre approval, pre qualification, Risk Management, test the waters


The Creative Way to "Maximize" Your Pension

Icon Provided by Joseph Regenstein IV, CMFC on August 24, 2010

Here’s a move that might prove useful for you and your spouse. Are you wondering how to make the most of your pension? If you’re thinking about which income option to take, maybe it’s time to think outside the box. Here’s why. When most retiring public service employees meet with a pension administrator and look [...]

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Tags: financial planner, insurance decision, life insurance, Pension, pension fund, pension income, pension payout, pensions, personal finances, retirement income, Retirement Planning, Risk Management, survivor