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Financial Planning Advice: Video Series

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There are 18 videos in this series:

Viewing 1-18 of 18
  1. Removing the lien on a property requires contacting the lien holder, coming to a settlement and paying off the inherent debt. Negotiate to remove a lien with information from a registered financial consultant in this free video on real estate.

    Views: 958
  2. Defining accounting terms is important for both accountants, as well as the business person, so that they can speak in the same language. Learn the importance of budget, profit-and-loss statements, cash-flow statements and expenses with information from a registered financial consultant in this free video on accounting.

    Views: 92
  3. To find out if someone is getting your social security benefits, call the Social Security Administration to make sure your number is not in payment mode. Make sure you receive all social security benefits after the age of 62 with information from a registered financial consultant in this free video on financial benefits.

    Views: 387
  4. Starting direct stock purchase plans for a company is a great way to get people to invest without using a broker. Offer DRIPs, direct investment programs, to save expenses on a middle man with information from a registered financial consultant in this free video on stocks.

    Views: 14
  5. Managing an American financial merchant account is important, as banks will often charge monthly fees and commissions for the use of the credit card. Understand these merchant accounts with information from a registered financial consultant in this free video on money managing.

    Views: 10
  6. Perpetual pastoral leases are created as an agreement with the church to keep up the grave site where someone is to be buried. Find out how to secure a perpetual pastoral lease with information from a registered financial consultant in this free video on estate planning.

    Views: 41
  7. An investment growth calculator can be created manually or electronically to calculate compounded or simple interest. Monitor investment growth, which should double every seven years, with information from a registered financial consultant in this free video on investing.

    Views: 210
  8. Computing gross profit requires factoring out additional expenses, such as packaging and delivery. Find out the gross profit of a product before calculating the net profit with information from a registered financial consultant in this free video on business.

    Views: 721
  9. When calculating how much rent you can afford, consider staying below 40 percent of a monthly salary to secure enough for food, transportation and bills. Keep rent at a low percentage of total income with information from a registered financial consultant in this free video on money managing.

    Views: 486
  10. IRS audits are triggered by flats in the account, such as not filing a tax return, including unusual deductions and failing to pay quarterly payments in a timely manner. Maintain a consistent tax-filing habit to avoid an audit with information from a registered financial consultant in this free video on taxes.

    Views: 207
  11. Canceling a car loan can be done within three days of making the loan and accepting the car if the vehicle does not meet the customer's criteria. Determine if a car is worth the time and money with information from a registered financial consultant in this free video on loans.

    Views: 319
  12. Selling a house yourself, which is known as "for sale by owner," requires being a good marketer, representing the house accurately and negotiating professional with potential buyers. Save money on real estate agent commission fees with information from a registered financial consultant in this free video on selling houses.

    Views: 37
  13. Filing bankruptcy in Georgia is best done by hiring an attorney to contact all creditors and take care of the official paperwork. Remain on a cash-only basis for seven years after filing with information from a registered financial consultant in this free video on finances.

    Views: 213
  14. Investment account statements illustrate the changes in the investments on a month-by-month basis, and they are important when filing taxes and computing one's assets. Understand the importance of investment account statements with information from a registered financial consultant in this free video on investing.

    Views: 80
  15. The value of scrap copper has increased, as it is used to build buildings and to plumb the interiors of the buildings, which makes it a good long-term investment. Find out how valuable copper is with information from a registered financial consultant in this free video on investing.

    Views: 1,243
  16. Paying bills on time is the best way to remain debt-free, and sending in the bills at least seven days before the due date ensures they will arrive in a timely manner. Keep up to date on bills with information from a registered financial consultant in this free video on money managing.

    Views: 91
  17. An external audit occurs when a hostile third party comes in to audit the affairs of a company or an individual. Avoid external audits by maintaining proper records, paying bills on time and filing taxes with information from a registered financial consultant in this free video on taxes.

    Views: 79
  18. Getting free help to stop the foreclosure process requires getting an attorney to buy some time and to set up a repayment schedule. Avoid a foreclosure with information from a registered financial consultant in this free video on debt management.

    Views: 87
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About the Presenter

Patrick Munro Patrick Munro's affinity for investing and financial matters began more than 20 years ago with business education and service throughout the ranks of the banking, insurance and brokerage industries. His goal for providing personal service to the senior market began in 1997 after relocating his family to Wilmington, N.C., and the founding of NorthStar Financial Advisors. Munro provides highly personal service to clients all over North and South Carolina, helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets. In addition, Munro helps many clients eliminate the financial threat of long-term care and offers ways to avoid the unnecessary difficulties of probate court. He is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.dkdk

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