Here is a comparison of budgeting tools offered by Microsoft and Quicken which you can use to find the software that works best for you.
Budgeting
Budgeting and Saving: Quicken v. Microsoft Money
January 25th, 2013Budgeting and Saving, The Age-Old Dilemma
January 25th, 2013This article stresses the importance of budgeting and saving and drives home the point through a couple of examples.
Creating the Family Budget
January 25th, 2013Creating a family budget can be a liberating experience which reduces internal disputes; this article shows you how to tally your income and expenses.
7 Simple Steps for Setting Up a Budget
January 22nd, 2013Are you making the most of your money? Learn how to evaluate your income and expenses and take steps to improve your budget situation.
Your Rights as a Financial Advisor’s Client
October 23rd, 2012There are only a handful of industries that are more personal or emotional than the financial services industry. In every relationship, it is important to know the expectations and boundaries. To address this issue, the financial services industry has adopted the concept of a Client Bill of Rights. The original framework developed in the mid
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How Financial Advisor Fees Work – Don’t Be Afraid to Ask!
October 23rd, 2012We have often been taught as children that asking someone how they make their money is fine while asking how much they make is inappropriate. However, the rules are different for financial advisors even though many people don’t ask how much the advisor will make. How the advisor makes their money and how much they
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Should I Fire My Financial Advisor?
October 22nd, 2012As the CEO of your money, you have the ultimate responsibility for it and the people involved with managing it. Markets are volatile and sometimes things don’t go as planned. When this happens, should you scrap the plan, fire the advisor, or both? Ultimately, it is a difficult decision because a relationship with a financial
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What are the Benefits of Hiring a Financial Advisor?
October 22nd, 2012If you are one of the many self directed investors who get that sinking feeling when your brokerage statement comes in the mail, it might be time to consider hiring a financial advisor. It has been years since the “dot.com” bubble, the housing market imploded and the global recession started. While the markets have been
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How to Find the Right Financial Advisor
October 22nd, 2012Financial Advisors are everywhere! They are on television, advertise on the radio and in magazines. They even knock on your door with pamphlets about how great they are while trying to get an appointment with you. They will hand you a business card with enough acronyms after their name to make a military acronym generator
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A Three-Step Process for Developing an Investment Policy
October 22nd, 2012Haphazard investment choices will rarely help you realize your goals, which is why every investor should take the time to develop a Statement of Investment Policy. Doing so provides you with a written summary of your investment objectives and the choices you’ve made to achieve them that can be revisited annually and modified as necessary. Institutional investor
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