Posts Tagged ‘insurance companies’
September 25th, 2009
(Marcel Dupre) - There are lots of concerns about safety of assets these days. With this in mind, I thought it fitting to provide a few helpful hints.
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Tags: aig, certificates of deposit, credit default swaps, depository institution, fdic, financial institutions, helpful hints, insurance companies, insurance company, life insurance salesman, luster, meltdown, money market funds, money market mutual funds, ncua, off shore, perpetrator, red flags, sales person, stanford group
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| Posted in Money Manager 101 |
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September 15th, 2008
(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.
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Tags: asset management, buzzword, checking services, financial advisors, financial assets, financial goals, financial planning, glass steagall act, insurance companies, insurance company, insurance services, investment firm, investment firms, investment management, legal resources, management category, private banking, stocks and bonds, wealth management
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| Posted in Money Manager 101, Personal Finance, Strategies |
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September 15th, 2008
(Money Manager) - Purchasing a home is the largest investment most Americans will ever make. Yet for all the time and effort homeowners put into finding the right house, insurance is frequently treated as an afterthought. A damaged home is a disaster, whether the result of a small fire or wide-spread hurricanes or tornadoes. Knowing that you have the correct coverage may not lessen the pain of losing your home, but it will improve peace of mind.
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Tags: aftermath of hurricane katrina, afterthought, clue report, disclosure report, equifax, fire and wind, homeowner policies, insurability, insurance companies, insurance company, insuring your home, major credit bureaus, peace of mind, poor credit, possessions, rude surprise, three major credit bureaus, tornadoes, transunion, wind damage
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| Posted in Real Estate, Strategies |
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