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- IT'S YOUR MONEY - PRESENTATION
Lauren's presentation about financial planning basics. - PREPARING FINANCIALLY FOR DISASTER
Disasters - be it hurricanes, earthquakes, terrorist attacks, or wildfires - are inevitable. What can you do to prepare financially? - KATRINA AND INVESTMENT RETURNS
An early assessment of the potential impact of the Katrina disaster on investments. - YEAR END TAX STRATEGIES - KEEP MORE OF YOUR INVESTMENT RETURNS
Lauren Klein delivered this presentation to the American Association of Individual Investors (AAII)- Orange County Chapter at their November 13, 2004 meeting. Contact Lauren if you have any questions. - SHOULD I PAY OFF MY MORTGAGE BEFORE I RETIRE?
Kiplinger's Personal Finance Magazine September 2004 article quotes Lauren Klein advocating a mortgage free retirement. - EDUCATED EYE FOR THE ORDINARY GUY
Until recently, it had been tough to find a professional financial adviser who'd give you the time of day if you weren't a fat cat. Some get a nice commission on any investments you make through them, and others just charge you a fee for their time and expertise (a third type mixes both approaches). - IS THERE A FINANCIAL PLANNER IN YOUR FUTURE?
AARP's Education Watch writer, Susan Garland says, “Your best course is to find a fee-only planner who will give you a one-time overall review and occasional check-ups.” - WHEN TO SHOP AROUND FOR ADVICE
See what highly respected journalist Jonathan Clements of the Wall Street Journal has to say about choosing a financial planner- specifically members of the Garrett Planning Network.
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©2010 Klein Financial Advisors, Inc. All rights reserved.
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