Results for Investment Planning

What separates the winners and losers when it comes to investing? Human behavior -- and a plan

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich
The fact is, there's nothing complicated about common investing techniques, and it usually doesn't take much time to…

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The first thing that comes to mind when thinking about investment planning is usually money. However, investment planning isn’t only about money – it’s also about prioritizing, setting goals and planning how to reach them, and optimizing your lifestyle for a better future.
Many people w...

Investment plans are complex. Here's a way to create a simple investment plan using just an index card.

It might be tempting to make a quick investment decision with a real estate opportunity as a mortgage lender. When the market is up and prices are low, this can make a situation ideal for anyone looking to make a property investment. However, diving headfirst into a new location could be a decision that investors […]

The 3.8% tax on investment income, which Congress passed to help pay for health-care changes, takes effect this year for many investors. Here are ways to minimize the hit.

Setting specific investment goals may help your financial portfolio be successful.

Tuition fees are high, but MBA grads from the world’s top-ranked business schools can boost their salaries by over 100%

A big challenge for single retirees is not having a spouse to monitor their behavior and accounts.

How can a fast, effective Intacct cloud ERP solution benefit your business? Hear first-hand from Intacct customers how they: • Started using the cloud financ...

October has seen more than its share of market volatility. What does that mean for your investment portfolio, both short-term and long-

Thirty-nine percent (39%) of small business owners are seeing a return on investment from social med...

When the market drops, it's generally a good idea to stick to your long-term investment plan. But what if you don’t have time to recover?

Should you sell your real estate investments before any changes to capital gains taxes or 1031 exchanges get made? That’s what many people are asking. But before you do anything, understand that there’s no telling what will come of President Biden’s tax proposals with a divided Congress, and you do have some interesting options in the meantime.

Buying your first home is a foundation for bettering your financial situation in many ways. I’ll use some numbers from my life to explain how.

Would you invest in a haunted house? How about a dude ranch, drive-in theater, or even air rights? Real estate investing doesn't have to be boring. Check out these 13 Bizarre Real Estate Investment Opportunities...

As you’re building your portfolio, you’ll probably rely on a number of tools to manage your investments. We outline a few popular ones.

Secure your future. Bremer Investment Services can help create a personalized retirement plan that works for you.

Apparently all is forgiven and forgotten and Americans are again embracing real estate as more than just shelter. For the second year in a row a Gallup telephone survey conducted in April found Americans think it is the best kind of long-term investment. Investing...

Cadence Bank crafts a smart investment strategy & retirement plan. Review Investment & Retirement Planning with Cadence Bank & plan for your financial future.