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Retirement Planning - PFwise.com

http://www.pfwise.com/retirement-planning.html

Personal Finance Reading List. We will provide unbiased opinions to assist people make retirement planning decisions, to sure growth and safety of their nest eggs. As a retiree, how to maximize the return of my cash savings? How low will be my post-retirement income? Why the 4% withdrawal rule no longer works? Are target funds a good choice for 401(K) money investment? Should I buy retirement income? Why you should increase exposure to stocks in your retirement portfolio? How to improve my 401(k) return?

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Real Estate - PFwise.com

http://www.pfwise.com/real-estate.html

Personal Finance Reading List. Questions related Mortgage and Real Estate Investment are answered here. Are mortgage rates compounded weekly or monthly or annually? How to do my due diligence to select a good lender? I am a senior with limited income, how can I qualify for a great rate loan? Should I borrow from 401K for down payment? How much of the monthly mortgage payment goes to interest payment and how much goes to the principal payment? Should I refinance with 15-year or 30-year term? In indirect a...

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About Us - PFwise.com

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Personal Finance Reading List. About PFwise.com 中文. As a licensed independent adviser service provider, thanks to the technology advancement, now we can serve you no matter which U.S. state you are in (. National Producer Number 16505199). Numbers That Make Sense. At PFwise, we don't believe in marketing hypes, we believe in real numbers, we can provide:. Guaranteed Lowest Cost Term Life Insurance. Best Retirement Saving Products. And let us help you compare the numbers. Free Financial Planning Advice.

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Personal Finance Calendar - PFwise.com

http://www.pfwise.com/personal-finance-calendar.html

Personal Finance Reading List. Personal Financial Planning Calendar. The following personal finance calendar works for any year, be it 2013, 2014 or 2020! Don't be a procrastinator, follow what Ben Franklin once said - Remember that time is money! Determine your financial goals for the year and write them down. Set up file folders for your 1099's, W-2 forms, tax related documents. Create a separate folder for business related receipts. Call any banks, brokerage firms, mutual funds, or employers that have...

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Annuity 101 - PFwise.com

http://www.pfwise.com/annuity-101.html

Personal Finance Reading List. What are different types of annuities? Why do I need annuity? What are the two phases of an annuity? When should I annuitize my retirement assets to meet retirement income needs? What is the annuity puzzle? What is MYGA, why it's better than CD? Should I consider FIA? Why annuities are expensive? Is variable annuity too good to be true? How to avoid qualified plan's early withdrawal IRS penalty? What is the Best Way to Provide Retirement Income? Insurance Amount ($) *.

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College Planning - PFwise.com

http://www.pfwise.com/college-planning.html

Personal Finance Reading List. What are the best ways to save for college? Does open a 529 plan hurt my child's chance of getting financial aid? How to check eligibility for college education credits? How does CLEP help save tuition costs? How to avoid 529 plan fees? Are the more expensive 529 funds worth the tax benefits? Benefits of the new "Pay as your Earn" plan? Save for college option 1. 529 Plans. Save for college option 2. Coverdell ESA. Save for college option 3. Cash value insurance. 6 little k...

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Stock Ideas - PFwise.com

http://www.pfwise.com/stock-ideas.html

Personal Finance Reading List. At PFwise, we advocate a tiered approach to build one's portfolio, that has a solid foundation, a safe and growing core, and a small portion that seek higher return. Stock Ideas will summarize our tactical plays. A stock that combines technology (high growth) and REIT (high yield). PFwise.com does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

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Resources - PFwise.com

http://www.pfwise.com/resources.html

Personal Finance Reading List. Recommended Personal Finance Books. A list of highly recommended personal finance and related books, organized by different categories with brief reviews. College Admission and Financial Aid Resources. A list of websites with College Admission and Financial Aid related information. A Complete List of Electronic Traded Funds (ETFs). A complete list of ETF's available on the market today. The Best and Free Online Resources for Income investors. Financial Glossary of terms.

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Insurance 101 - PFwise.com

http://www.pfwise.com/insurance-101.html

Personal Finance Reading List. Insurance products could be very confusing, don't fall into the trap of the complexity, go simple! Life insurance beneficiary 101. How much life insurance should I have? How much life insurance is enough? Should I buy the additional life insurance coverage from my employer? When should I consider purchasing an insurance rider? Do I have to pay extra to work with an agent? What are the key differences between a Term life and Cash value life policy? Will traffic tickets impac...