Brought to you compliments of Sarah M. Place, MBA
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May 2007
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Wednesday, September 8, 2010
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Where Do You Go to Learn about Financial Matters?
Are you: Confused by the thousands of investment alternatives available? Concerned about how you will finance your child’s college education? Worried that you won’t have the funds available to enjoy your retirement? Angry that you pay so much in taxes every year? Anxious because you don’t have a properly designed estate plan?
Many people I talk to want to learn more about how to handle their finances, but are not sure where or how to start. They have lots of questions about the financial issues confronting them, but don’t know who to turn to for answers.
Your financial consultant should be a valued advisor whom you trust with your financial well-being. To give us an opportunity to meet and discuss your concerns while you determine if I am someone you feel you can trust, I offer a free, no-obligation consultation. Call or e-mail me so we can find a time that is convenient for you to go over your financial concerns.
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An Investment Plan for College Costs
To meet your goal for funding a child's
college education, you typically need to develop an investment
plan. One of the more important factors is your child's age.
[FULL ARTICLE]
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The Basics of Financial Aid
The basic premise of financial aid is that
it is need based. Families fill out the government's aid form,
the Free Application for Federal Student Aid, so mathematical
formulas can determine a family's eligibility for federal financial
aid. Colleges can use a different, though similar, methodology
to make financial aid awards.
[FULL ARTICLE]
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Reassess at 60
Approximately five years before you want
to retire, thoroughly reconsider your retirement plans and make
sure all significant financial pieces are in place. Once you retire,
you probably won't have the option of going back to your job.
So, before you retire, consider these points.
[FULL ARTICLE]
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Make Sure Your Children Have a Guardian
For parents with minor children, the most
important reason for estate planning is to ensure that provisions
have been made for their children. While it can seem overwhelming
to deal with all the issues involved, consider what would happen
if you and your spouse died without a will, with no provisions
for a guardian, and without adequate money to help raise your
children, making them dependent on the goodwill of relatives.
One of your most important parental responsibilities is to make
sure this does not happen.
[FULL ARTICLE]
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Finding Money to Save
Everyone knows that they should be saving
at least 10% of their gross income for retirement, but that can
seem like an impossible goal after paying all your bills. However,
don't just figure that you can't come close to saving 10% of your
income without looking at the after-tax cost.
[FULL ARTICLE]
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Sarah has over fifteen years experience in the financial services industry. She received her MBA at St. Mary's University Graduate School of Business in San Antonio, TX and her bachelor’s degree in Economics–Finance at Bentley College in Waltham, MA. The firm she founded, Place Trade Financial, Inc., (Member NASD, SIPC) is an active member of the Securities Industry Association (SIA).
Feel free to contact Sarah via e-mail at
sarah@placetrade.com
or visit our Web site
www.placetrade.com
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Published by
Sarah M. Place
Copyright © 2007 Place Trade Financial, Inc., Member NASD/SIPC. All rights reserved.
This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. The appropriate professional advisors should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.
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TELL A FRIEND
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