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Glossary | Thielen & Associates, Inc.
http://www.thielenfinancial.com/tools/glossary
Thielen and Associates, Inc. Who Is HD Vest? A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally h...
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Money | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/money
Thielen and Associates, Inc. Who Is HD Vest? One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are.
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Lifestyle | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/lifestyle
Thielen and Associates, Inc. Who Is HD Vest? Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. In life it often happens that the answers to our most pressing questions are right in our own backyards. A four-step framework for building a personal legacy. Estimate the tota...
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Tax | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/tax
Thielen and Associates, Inc. Who Is HD Vest? Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. The Facts About Income Tax. Get Paid for Going Green.
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Investment | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/investment
Thielen and Associates, Inc. Who Is HD Vest? Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. What are your options for investing in emerging markets? The Anatomy of an Index.
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Insurance | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/insurance
Thielen and Associates, Inc. Who Is HD Vest? Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. The Other Sure Thing. Term vs. Permanent Life Insurance. Life ...
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Jane Bond: Infiltrating the Market | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/investment/jane-bond-infiltrating-the-market
Thielen and Associates, Inc. Who Is HD Vest? Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, cracking the code on bonds. Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? The Investment Risk No One’s Ever Heard Of. You face a risk for which the market does not compensate you, that can not be easily reduced through diversification. 5 Smart Investing Strategies. Have A Question About This Topic? The HD Vest affiliated companies ...
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Should I Invest In REITs? | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/investment/should-i-invest-in-reits
Thielen and Associates, Inc. Who Is HD Vest? Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Ivory Tower Changes Wall Street. Thanks to the work of three economists, we have a better understanding of what determines an asset’s price. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. The HD ...
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Retirement | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/retirement
Thielen and Associates, Inc. Who Is HD Vest? Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Raise Your Retirement Income. An Inside Look at Retirement Living. How to Retire Early. Looking forward to retirement?
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The Fed and How It Got That Way | Thielen & Associates, Inc.
http://www.thielenfinancial.com/resource-center/investment/the-fed-and-how-it-got-that-way
Thielen and Associates, Inc. Who Is HD Vest? The Fed and How It Got That Way. Here is a quick history of the Federal Reserve and an overview of what it does. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Global vs. International: What’s The Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks. 5 Smart Investing Principles. Have A Question About This Topic? The HD Vest affiliated...
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