RightCapital has (almost) everything MoneyGuidePro has and RightCapital has a few features that MoneyGuidePro is missing. Both RightCapital and MoneyGuidePro are fantastic tools for Financial Planning
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Should I lease or buy my next automobile? Replacing an automobile is an inevitable and recurring life event, and people often struggle to decide whether to lease or buy. There are advantages to both options and the analysis is not strictly financial. The needs, circumstances, and preferences of each individual must be considered along with
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About The WealthCare Blueprint The WealthCare Blueprint was created by Jim Munchbach, CFP® Professional as a tool to help individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. WealthCare Blueprint is for… WealthCare Blueprint is for Individual Investors who want to
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3 Goals for The Capstone Assignment For students of Personal Finance at the Bauer College of Business at University of Houston, this is the final assignment. For anyone interested in learning more about Financial Planning, this is an overview of what’s involved in the process of creating a compelling financial plan. Earn 200 of the
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Donor Advised Fund for Giving to Public Charities In the charitable giving realm, donor advised funds (“DAFs”) have become increasingly popular and valuable planning vehicles. They offer several advantages, allowing families to optimize their tax planning as they streamline and fulfill their philanthropic goals. Your family could benefit from the flexibility and simplicity of a
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Just Found Out I’m Dying… Now What? When Sam and Sandy got the bad news from Sam’s doctor… He had cancer, and, even with the newest and most aggressive treatments, the survival rate was less than 5%. Sam knew that it was highly unlikely that he would survive for very long. His thoughts turned to
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Family Business Planning Checklist: Retirement Plans Your family business has many options when establishing retirement plans. Several key factors, specific to each family’s unique business situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart.
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You spent years building your nest egg. Investing in brokerage accounts, 401ks, and Roth accounts. Now that you’re retired, which account should you withdraw money from first? if your withdrawals bump you into a higher tax bracket, you might have to pay higher taxes on your hard earned money. It might sound
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Financial Planning Checklist for anyone moving out of state, or who recently moved to another state. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that significantly impact an investor’s retirement plan. It’s important to identify and weigh options and strategies – before
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