Archive - March 27, 2011

1
The Inside Workings Of A Mutual Fund
2
Calculating Your Expected Social Security Income
3
3 Money Saving Tips For Your Next Vacation

The Inside Workings Of A Mutual Fund

Mar 27 2011
Browse archives for March 27, 2011
Kimberly J. Howard, CFP®, CRPC®, ADPA®

Kimberly J. Howard, CFP®, CRPC®, ADPA® is the founder and owner of KJH Financial Services in Newton MA and Denver CO. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning.

Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.

Kimberly is currently an adjunct faculty member at MetroState University where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.

Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women. She is an expert Advisor for Nerdwallet, BrightScope, Morningstar, and FiGuide.

Kimberly promotes a life planning approach with a balanced work/life style. She is active in sports including cycling, golf, skiing, and hiking.

All posts from Kimberly J. Howard, CFP®, CRPC®, ADPA®
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A mutual fund is an investment policy where collective schemes are employed and managed by a fund manager. The investor enrolls in a mutual fund company with the hope of getting a profitable return at the end. These investment tools may be stock, bond, and other market instrument. The fund manager’s decision of the sales and purchase of different company shares depend on the objective stated within the fund’s prospectus. Now let us learn how mutual fund generates money or how it works within its financial structure.

Generally, open ended mutual funds give an option for investors to accumulate as …

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Calculating Your Expected Social Security Income

Mar 27 2011
Browse archives for March 27, 2011
Jim Blankenship, CFP®, EA

Jim Blankenship is the founder and principal of Blankenship Financial Planning, Ltd., a financial planning firm providing hourly, as-needed financial planning and advice. A financial services professional for over 25 years, Jim is a CFP professional and has earned the Enrolled Agent designation, a designation that qualifies him as enrolled to practice before the IRS. Jim is also a NAPFA-registered financial advisor, which designates him as a Fee-Only Financial Advisor.

An IRA Owner's Manual
A Social Security Owner's Manual

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There is a portion of the social security statement that is a constant source of misunderstanding – the projection portion at the top of page 2.

Projection of Benefits

If you’ll take a look at this portion of the statement, you’ll see a projection of your Social Security retirement benefits, at Full Retirement Age (whatever that is for you), at age 70, and at age 62.  Also listed are the amounts that you would receive for Disability Benefits, as well as amounts that your family would receive upon your death as survivors.  What gets missed for many folks is the …

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3 Money Saving Tips For Your Next Vacation

Mar 27 2011
Browse archives for March 27, 2011
Sherrill St. Germain, CFP® All posts from Sherrill St. Germain, CFP®
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I returned from my recent vacation — cross-country skiing at Lake Tahoe — with all of the wonderful memories, images, and souvenirs normally associated with visiting a destination of such legendary, stunning beauty. But I also came back with some takeaways of a decidedly more practical nature. It’s true: Not even the sweeping view of snow-capped Sierra peaks against the backdrop of yet another Blue Bird Day (local-speak) could entirely distract me from noticing some high-impact personal finance lessons I couldn’t wait to share.

So here are some money-saving vacation planning suggestions based on what I learned on my winter …

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