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.
4.) Expense Ratio: The Mutual Fund stat you can't afford to
ignore. Do you know how much your funds are costing you?
5.) “Past performance is not necessarily indicative
of future results." There is a great reason to this heed warning: Chasing
mutual fund performance rarely pays off.
6.) You should never own real estate in a Corporation. It may go in tax free, but it always comes out taxable.
For questions or to learn more about how my commission free Financial Planning process can help you, go to www.JasonQuallsCFP.com