jasonqualls.blogspot.com
Jason W. Qualls, CFP: June 2012
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Friday, June 29, 2012. Financial Tips For Single People. Many think that financial planning is not as important for singles because they only have to worry about themselves. There is no spouse or children to consider. But in fact, it’s the absence of immediate family that makes it even more important for singles to make sure their financial life is in order. After all, singles must face every financial issue alone. Unless you are financ...
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Jason W. Qualls, CFP: May 2013
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Wednesday, May 29, 2013. A Losing Strategy: Investing In What You Know. If you are over the age of 50, you probably remember Peter Lynch. He was the famous manager of Fidelity’s Magellan Fund from 1977 to 1990. Over those 13 years, Mr. Lynch achieved a compounded average investment return over 29%, while the S&P 500 Index only rose 15.8%. Summary of the findings:. Individuals failed to diversify. Peter Lynch advocated buying what you kn...
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Jason W. Qualls, CFP: July 2014
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Thursday, July 24, 2014. Why I Don’t Trust Many Financial Advisors. I am often asked, “Why have I taken such a stance against commissions and those that sell financial products? Most Financial Advisors in my area (on some level) are financial product salesmen. They earn a significant portion of their income selling loaded Mutual Funds, life insurance, and/or annuities. What’s wrong with commissions? Index Annuities: in my opinion, there...
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Jason W. Qualls, CFP: July 2012
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Wednesday, July 11, 2012. 5 Reasons Why You Don’t Have a Financial Plan. 1) You are too complacent! Complacency is defined as “Contented to a fault; self-satisfied and unconcerned”. Get off your butt! And get your financial life in order. 2) You believe that “Financial Planning” is just for people with lots of money or it’s too expensive. 3) You think “Financial Planning” is just about investing or retirement. Why is it crap? 1 He teach...
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Jason W. Qualls, CFP: My Money Tips Of The Week (6/2-6/6)
http://jasonqualls.blogspot.com/2014/06/my-money-tips-of-week-62-66.html
Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Monday, June 9, 2014. My Money Tips Of The Week (6/2-6/6). 1) Inflation is your Retirement Plan's archenemy! Make sure your Retirement Plan addresses this risk effectively. 2) If your 401k doesn't offer matching, an IRA may your better option. Many 401k's have high fees and low quality investment options. 4) Many aren't aware of certain Tax Tricks of Charitable Giving. Tax Planning should be a part of your overall Financial Plan. I am a...
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Jason W. Qualls, CFP: December 2012
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Tuesday, December 11, 2012. Year End Tax Tips. I know year-end tax planning isn’t much fun, but a little sound Financial Planning could reduce the taxes you owe . With so much uncertainty around the “Fiscal Cliff” and 2013 tax rates, now is the time to plan! 2013 tax regulations are still NOT clear, and may NOT be until after the first of the year. You can still reduce the taxes you owe for 2012 and get a plan in place for next year.
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Jason W. Qualls, CFP: February 2013
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Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Wednesday, February 27, 2013. Financial Planning On An Irregular Income. Are you in a career that is feast or famine? Most self-employed folks and those who work on commission face the challenges of an irregular income. I’m familiar with this financial roller coaster since I have been self-employed for all but about 2 years since 1999. At all times, you should have enough to levelize your income for the next 12 months. 7) Last but certa...
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Jason W. Qualls, CFP: My Money Tips Of The Week (5/26-5/30)
http://jasonqualls.blogspot.com/2014/05/my-money-tips-of-week-526-530.html
Jason W. Qualls, CFP. A Commission Free Certified Financial Planner. Friday, May 30, 2014. My Money Tips Of The Week (5/26-5/30). 1) Saving for college? The 529 plan is usually the best way to go! 2) How much Long-Term Disability insurance should you have? THE MAX YOU CAN GET! Protect your income. It's your largest asset. 3) Some of your largest assets may not be directed by your Will at your death. Is your Will a worthless document? Estate Planning: a vital part of your Financial Plan. I coach individua...
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