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Financial Planning Discussions

Thursday, May 28, 2015. Making Sense of Mutual Fund Lingo. Making Sense of Mutual Fund Lingo. The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. Is the interest earned or income generated by the fund as a percentage of its NAV. Although some equity funds may pay interest, yield is most relevant as a measurement for bond and money market funds that have income as their primary ...

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Thursday, May 28, 2015. Making Sense of Mutual Fund Lingo. Making Sense of Mutual Fund Lingo. The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. Is the interest earned or income generated by the fund as a percentage of its NAV. Although some equity funds may pay interest, yield is most relevant as a measurement for bond and money market funds that have income as their primary ...

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Financial Planning Discussions | watterscfp.blogspot.com Reviews

https://watterscfp.blogspot.com

Thursday, May 28, 2015. Making Sense of Mutual Fund Lingo. Making Sense of Mutual Fund Lingo. The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. Is the interest earned or income generated by the fund as a percentage of its NAV. Although some equity funds may pay interest, yield is most relevant as a measurement for bond and money market funds that have income as their primary ...

INTERNAL PAGES

watterscfp.blogspot.com

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Financial Planning Discussions: Interest Rates: What's the Connection to Your Portfolio?

http://www.watterscfp.blogspot.com/2015/04/interest-rates-whats-connection-to-your.html

Wednesday, April 15, 2015. Interest Rates: What's the Connection to Your Portfolio? Interest Rates: What's the Connection to Your Portfolio? When it comes to interest rates, one thing's for certain: What goes down will eventually come up. Understanding the relationship between bonds, stocks, and interest rates could help you better cope with inevitable changes in our economy and your portfolio. It's a measure of a bond's return based on the price the investor paid for it and the interest the bond will pa...

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Financial Planning Discussions: September 2014

http://www.watterscfp.blogspot.com/2014_09_01_archive.html

Friday, September 12, 2014. Lessons Learned after Sending Four Kids Off to College- PART 2. Lessons Learned after Sending Four Kids Off to College. How do you pay for your kids to go to college? In this blog, we will dig deeper into. The financial aid process and how to evaluate different schools. 1Fill out the FAFSA (Free Application for Federal Student Aid). As early as possible. Even if you don’t think you will qualify for any financial aid. Reach out to me if you need help completing the FAFSA. Four ...

3

Financial Planning Discussions: March 2015

http://www.watterscfp.blogspot.com/2015_03_01_archive.html

Wednesday, March 25, 2015. Ways to Protect Yourself from Identity Theft. Ways to Protect Yourself from Identity Theft. Over the past year, I have had a number of clients have Identity theft incidents. Clients have had collection agencies contact them about outstanding balances on cards they never took out or cash withdrawn from their bank accounts. A few even had their tax files and. Refunds taken from them. 6 Make sure your home wifi network uses a password. Update it periodically. 7 Backup your data da...

4

Financial Planning Discussions: February 2015

http://www.watterscfp.blogspot.com/2015_02_01_archive.html

Monday, February 9, 2015. Are your beneficiary assignments undermining your Will? Are your beneficiary assignments undermining your Will? I find that clients neglect to review their beneficiary assignments and often a deceased parent (or a former wife) is named. While this may be your intent, poorly thought out beneficiary assignments can screw up allot of good planning. Many people create a well-thought-out estate plan which includes the BIG 4. Because the beneficiary assignment may for example:. The be...

5

Financial Planning Discussions: May 2015

http://www.watterscfp.blogspot.com/2015_05_01_archive.html

Thursday, May 28, 2015. Making Sense of Mutual Fund Lingo. Making Sense of Mutual Fund Lingo. The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. Is the interest earned or income generated by the fund as a percentage of its NAV. Although some equity funds may pay interest, yield is most relevant as a measurement for bond and money market funds that have income as their primary ...

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Financial Planning Discussions

Thursday, May 28, 2015. Making Sense of Mutual Fund Lingo. Making Sense of Mutual Fund Lingo. The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. Is the interest earned or income generated by the fund as a percentage of its NAV. Although some equity funds may pay interest, yield is most relevant as a measurement for bond and money market funds that have income as their primary ...

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