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Posts Tagged ‘Planning’

Best answer from question by Ashley:

Answer by Dave W
Overall financial planning is the whole plan you have for everything related to your finances – how much you will save, how you will spread it among various types of accounts (e.g. IRA, savings, 401k), what you will invest it in (e.g. stock, bonds, gold, art, paying off the mortgage or not), what you will insure against loss, etc.

Financial services are the services provided to enable you to do that (e.g. an insurance company provides financial services for the insurance part of your financial plan, a stock broker provides services for the stock portion of your investments).

So basically you use financial services to implement your overall financial plan.

Best answer from question by Libbster:

Answer by woody
At the beginning of elem entry where your education begins. When you start high school try to find a part time Job & save your money.


A practical guide to financial planning covers the basics in Part One and uses a unique “”life event”" perspective in Part Two, offering tactics for meeting financial goals associated with marriage, children’s education, home buying, and other major happenings. More >>
Posted In: Financial Planning $ 3.75
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