Cash college

North, Kim
July 2009
Money Marketing;7/23/2009, p32
The article offers the author's views on investment and financial planning. She states that to be financially independent one should invest and implement financial planning to it. She cites that extra income will result from an investment that is taxed effectively. She notes that investing in various holdings will create a balanced portfolio.


Related Articles

  • Reel in the intertia. Witcombe, Jason // Money Marketing;8/4/2011, p38 

    The article offers advice on the approach for financial planning to avoid potential loss through setting up investments by direct debit, using a structured and dispassionate appraoch to portfolio rebalancing, and focusing on the overall performance of finances.

  • RETIREMENT STORM CLOUDS. Updegrave, Walter // Money;Nov2003, Vol. 32 Issue 12, p81 

    The article suggests how to draw up a sensible retirement plan, with reasonable assurance that your portfolio will sustain you throughout retirement. It is not just that we make bad judgments about how to prepare for retirement; it is that the interplay of our faulty assumptions can do much more...

  • How You'll Invest for It.  // Money;Nov2005, Vol. 34 Issue 11, p111 

    Features a lifelong guide to funding your dream retirement. Emphasis on four factors at each of the three stages of your life; Investment advice for mid-career, pre-retirement and retirement; Suggestions on building a portfolio during each of these stages.

  • (the path to wealth). Feldman, Amy; Rosato, Donna // Money;Dec2003, Vol. 32 Issue 13, p96 

    Asks what investors should do in an economy that is improving, but still shaky. Observation that political and economic uncertainty are no excuse for doing nothing, but should serve as a reminder of the importance of financial planning; Advice that investors assess their net worth once a year;...

  • Big Apple Retirement Makes Move on TIPS. Forde, Arnella J. // Investment Management Weekly;12/15/2003, Vol. 16 Issue 49, p1 

    Reports on the request for proposals issued by the retirement plans within the New York City Retirement System for managers to oversee the allocations to Treasury Inflation-Protected Securities (TIPS). Basis of the system for selecting TIPS investment; Statement from system spokeswoman Nicole...

  • Alliance Provides Blueprint for Target-Date Funds. Abramovich, Giselle // Money Management Executive;10/31/2005, Vol. 13 Issue 41, p8 

    Discusses the key factors of a successful target-date retirement fund. Emphasis on adequate equity exposure; Importance of proper diversification; Encouragement of steady investments through active management and targeted communications.

  • A Dynamic and Adaptive Approach to Distribution Planning and Monitoring. Blanchett, David M.; Frank, Sr., Larry R. // Journal of Financial Planning;Apr2009, Vol. 22 Issue 4, p52 

    The article presents information on retirement income planning. A dynamic approach which adjusts the withdrawal rate in order to maintain sustainability is presented. It is noted that this adaptive approach is more realistic and better in terms of risk management than a static rate of...

  • Remaining the Voice of Reason. Ochs, Roger // CPA Wealth Provider;Jan2009, p12 

    The article offers suggestions on how financial advisors could guide their clients in managing their retirement plans and investments. According to the article, clients should work with their financial advisors to help them through the market volatility and assist them in remaining focused on...

  • In Search of the "Best" Retirement Strategy. Klinger, William // Journal of Financial Service Professionals;Jan2011, Vol. 65 Issue 1, p62 

    Adopting a strategy for withdrawing assets from a retirement portfolio is one of the most important decisions facing retirees. This paper examines eight retirement strategies proposed by researchers and pundits by simulating and evaluating the strategies according to a common set of criteria. In...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics