Saturday, April 11, 2009. Probably a good number of you visit your doctor on a regular basis. I believe that financial uncertainty causes stress and stress leads to sickness and disease. Or worse, what if one of you should die? Until recently, a financial planner was just another word for mutual fund.

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Gathering accurate and timely data and determining realistic assumptions are the key to creating a successful financial plan. Financial Planning - Getting Started. WHAT INFORMATION IS NEEDED? For a comprehensive plan, gather as much information about your financial situation as you can. Be sure that you have updated information for each of the areas that you will be reviewing. Make sure that you have all of your bank statements whether they are for checking, savings, CDs, loans, credit cards.

One of the most important elements in Financial Planning is Goal Setting. We just want to be financially secure but what does that mean? Goals are different depending on your age and position in life. If you are young, saving for and planning for a wedding might be the most important thing to you. Already married with children on the way? 4 Define the time frame that you want to.

Lewis, CFP , CASL. One of the most important topics in Financial Planning is Income Tax. With nearly 9,000 pages in the Internal Revenue Code, the IRS touches virtually every aspect of our life. Taxes touch nearly every aspect of financial planning as well. When one has a good knowledge of the tax code, one can make decisions that will reduce taxes not only today but later in life as well.

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Few consider it as an investment option, and if they do, their participation is limited to a small mutual fund position. With the help of an experienced financial planner, one might see that adding an investment real estate property can not only fit into their budget, but might be a great way to diversify their investment portfolio.

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Anyone can achieve success by following these simple steps. Sunday, April 12, 2009. Out of nowhere, I received a job offer with a base salary for the exact amount that I had set as my goal just three months earlier. It was such a big raise that I was almost frightened. It was as if I had tapped into some higher power. This would be the best way to get as much wealth as possible to the heirs.