TITLE

Fail to Plan--or Plan to Spend?

AUTHOR(S)
Jones, Daniel C.
PUB. DATE
July 2010
SOURCE
PN;Jul2010, Vol. 64 Issue 7, p56
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers tips on creating money spending plan in people with disabilities. It notes the advantages brought by spending plan such as seeing where the money of an individual goes. It presents a step-by-step procedure for the application of spending plan involving the categorization of expenses into areas such as food, clothing, and childcare. It adds several strategies used in a spending plan including financial goals, limiting the use of credit cards, and early paying of taxes.
ACCESSION #
51237758

 

Related Articles

  • Financial Planning for New Entrepreneurs. Ngo, Sheiresa; Suggs, Donnell // Black Enterprise;Sep2013, Vol. 44 Issue 2, p23 

    The article offers tips for mew entrepreneurs on financial management. It advises them to establish emergency savings beyond the traditionally recommended amount. It is essential for the entrepreneurs to save money and cut expenses. Moreover, having a separate business bank account will prevent...

  • Efficiency Experts. Reinhart, Len // Financial Planning;Nov2003, Vol. 33 Issue 11, p43 

    Presents guidelines for maximizing tax efficiency in financial planning. Selling points of separate accounts; Changes in tax-efficient money management; Background on tax-lot optimization.

  • 10 ways to spring-clean your finances. KLEIN, MARCIA // Finweek;9/3/2015, p10 

    The article offers tips on how to manage finances particularly in the spring season. Among the aspects of financial management discussed are knowing what to spend by analysing the expenses, making seasonal budget considering expenses on various seasons including festive entertainment, school...

  • Paying too much for life insurance?  // Consumer Reports Money Adviser;Oct2006, Vol. 3 Issue 10, p6 

    The article presents several tips of reducing the costs associated with life insurance payments. Use an online needs calculator in figuring out how much insurance to buy that would cover the needs of the parties involved. Term insurance is simpler and cheaper that whole-life insurance. An online...

  • The 'Moat Theory'. Stephen, Mitch // Think Realty;Nov/Dec2016, p108 

    The author offers suggestions for attaining financial freedom. Topics discussed include keeping the needs reasonable that in turn helps in passive income reasonable; determining important expenses and reducing extra non-required finances; calculating the amount of passive income required to pay...

  • Firsts for The Year. WASHINGTON, KEMBERLEY // Jet;1/6/2014, Vol. 123 Issue 1, p20 

    The article offers tips on how to prevent monetary problems throughout the year of 2014, particularly in the U.S. Based on the survey by Gallup, only 33% of Americans make a financial plan. Among the recommendations are filing one's taxes as early as possible, coordinate a friend vacation, and...

  • Tried-and-True Steps to Serving a Growing Client Base. Ehlert, Mary Anne // CPA Journal;Sep2015, Vol. 85 Issue 9, p46 

    The article focuses on how U.S. financial professionals can properly execute a special needs financial plan. Topics discussed include the significant percentage of families that have family members with permanent disability or special needs and the financial challenges confronting these families...

  • Putting the Client First: Fees and Commissions in Variable Annuity Contracts. Cordell, David M.; Tombs, Joseph W. // Journal of Financial Planning;Sep2005, Vol. 18 Issue 9, p40 

    This article discusses the issues concerning fees and commissions in variable annuity contracts. Some salespersons who call themselves financial planners recommend variable annuity contracts that contain expense structures that work to the disadvantage of their clients. Variable annuities are...

  • EXPANDED CONTRIBUTIONS FOR SMALL BUSINESS OWNERS. Smith, Douglas; Bregman, William // CPA Journal;Aug2003, Vol. 73 Issue 8, p58 

    Gives advice on personal financial planning in the U.S. Changes in the tax laws; Benefits of the tax law of July 2001 for small business owners and self-employed professionals; Tips on choosing the best defined benefit plan.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics