Personal Financial Specialist

  1. The Cost of Not Paying for Financial Advice

    Some people have a hard time quantifying the benefits of professional advice and ...
  2. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways ...
  3. 3 Things a Personal Finance Class Can't Teach ...

    A personal finance class teaches the basic tenets of spending, borrowing and investing. ...
  4. Buying a Home: Cash Vs. Mortgage

    If you have the funds, should you buy your home with all cash? Here's how to decide ...
  5. The 3 Biggest Secrets About Financial Planning

    Financial planning is more comprehensive than many professionals suggest. Here's ...
  6. How Mint.com Makes Money

    Mint.com has greatly benefited from the 2009 acquisition by Intuit and has built ...
  1. How Mint.com Makes Money

    Mint.com has greatly benefited from the 2009 acquisition by Intuit and has built ...
  2. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  1. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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