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Category: Financial Planning

Jerry Ripperger
Let the government help sell your business to your employees. Jerry Ripperger joins Jim Blasingame to discuss the Employee Stock Ownership Program (ESOP) as a tax advantages plan to help employees buy your business.
Bruce Helmer
Should real estate be a bigger part of your investment portfolio? Bruce Helmer joins Jim Blasingame to talk about the new normal for investing since 2008, including an increase in real estate in your portfolio.
Bruce Helmer
What has happened to investing since 2008? Bruce Helmer joins Jim Blasingame to talk about some of the issues that are part of investing practices since the 2008 financial crisis, and how to make appropriate adjustments.
John Harrison
A financial planning update from one of our CFPs. John Harrison joins Jim Blasingame to talk about changes to the 529 education plans, plus whether tax free municipal bonds are still good investment options.
Barbara Weltman
Don't forget a SEP retirement plan. Barbara Weltman joins Jim Blasingame to remind that you can still create a SEP plan for 2012, plus new rules for home-based office deductions.
Louis Navellier
Does the stock market still offer opportunities for small investors? Louis Navellier joins Jim Blasingame to offer suggestions for what kinds of companies small investors should consider in these challenging economic times.
Tom Hegna
Enjoy your retirement and still leave something for your kids. Tom Hegna joins Jim Blasingame to reveal what he calls the "Retirement Alpha" plan, where you enjoy retirement without worrying about spending your last dime.
Tom Hegna
Will you outlive your money? Tom Hegna joins Jim Blasingame to reveal a retirement strategy that includes products that will help eliminate the longevity risk of outliving your money.
Gary Sirak
Are you a retail stock investor? Gary Sirak joins Jim Blasingame to say that the stock market is not friendly territory for retail investors in this digital trading environment.
Gary Sirak
Here are a few financial planning tips for the New Year. Gary Sirak joins Jim Blasingame to recommend establishing a budget and sticking to it, especially in 2013, as a way to protect your cash from eroding.

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