From the category archives:

Investing

Which Retirement Plan Suits You?

by Rose Greene, CFP on April 30, 2010

Here’s an overview of the retirement plan landscape, excerpted from a special section on our website, “IRA Rollovers for Dummies“. provided by Los Angeles Financial Planner Rose Greene, CFP® All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that it is worth it to read up [...]
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Variable Annuities Basics

by Rose Greene, CFP on April 19, 2010

A closer look at a long-popular option. provided by Los Angeles Financial Planner, Rose Greene, CFP® Variable annuities are being reintroduced to a broader audience. These tax-deferred savings vehicles are getting a second look – a new look – from pre-retirees and retirees who want more income for their futures. All annuities have things in [...]
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Fed Stops Buying Mortgage-Linked Securities

by Rose Greene, CFP on April 7, 2010

How will this impact the real estate market?   provided by Los Angeles Financial Planner, Rose Greene, ® The Fed pulls out of the mortgage market. On March 31, 2010, the Federal Reserve halted its 15-month-long program to buy up toxic mortgage-linked securities.1 Of all the things the Fed did to try and heal the economy [...]
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Weekly Economic Update for March 29, 2010

by Rose Greene, CFP on April 1, 2010

Quote of the week. “Nothing in life is to be feared. It is only to be understood.”– Marie Curie Reforms become law. President Obama signed his long-envisioned health care reforms into law on March 23, and he will sign the amendments to the bill into law on March 30. Most of the major changes will [...]
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The Jobs Bill

by Rose Greene, CFP on March 11, 2010

How effectively could it address America’s unemployment rate? provided by Los Angeles Financial Planner, Rose Greene, CFP® How about a tax break for companies that hire? A new jobs bill introduced by Sen. Majority Leader Harry Reid (D-NV) proposes major tax incentives for hiring businesses. If the bill becomes law, will these incentives make a [...]
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