February 2015
Louisville Magazine;Feb2015, Vol. 66 Issue 2, p50
The article offers the author's insigths on how to manage personal banking, financial and wealth in 2015. Among the tips discussed by the author include payment of credit card debt, set up of additional savings transfers, and review of insurance coverage and important documents such as mortgage, will, and beneficiary designations.


Related Articles

  • The Financial Planning Pyramid. Okumura, Kirk // Advisor Today;Sep2009, Vol. 104 Issue 9, p16 

    The article presents a financial planning pyramid which illustrates the financial plan of a client. It highlights the level of the pyramid including wealth distribution, wealth preservation, wealth accumulation, and wealth foundation. Furthermore, it discusses the general order and composition...

  • Distributors: Thai banks gear for golden age of wealth management. Gagliardi, Jason // Asian Investor;Jun2013, p1 

    The article offers information related to the asset management industry of Thailand. It informs that the regulatory relaxation given by the government will boost private banking industry in the country. It reports that Thailand had the fastest growing high net worth population rate that was at...

  • PRIVATE MATTERS. Thomson, James // BRW;9/12/2013, Vol. 35 Issue 34, p26 

    The author looks at the competition in the private banking services sector in Australia. Commonwealth Private Bank executive general manager Adrian Hondros describes the characteristics of wealthy private banking clients. Private banking services are offered to high-net-worth individuals that...

  • Bank of Farmington in Illinois Starts Investment Unit. Cumming, Chris // American Banker;3/11/2013, Vol. 178 Issue 37, p5 

    The article reports that the community bank Bank of Farmington in Illinois has created an investment services division which will be led by financial advisor Chad Mayall.

  • Financial Strategies for Young Physicians. DENNISTON, DAVE // AAOS Now;May2013, Vol. 7 Issue 5, p35 

    The article offers the author's insights regarding management of medical debt by young physicians. The authors states that young physicians should eliminate and lower their consumer and educational debts and established a savings. He mentions that physicians must have reasonable lifestyle to...

  • Carer saving problem. Clitheroe, Paul // Money (Australia Edition);Aug2008, Issue 104, p36 

    The article provides an answer to an inquiry on how to save money from the carer's payment.

  • Getting ahead. Clitheroe, Paul // Money (Australia Edition);Aug2008, Issue 104, p37 

    The article provides an answer to an inquiry from couple asking how to invest their $10,000 in savings.

  • Portugal Shakes EU Markets. Investor's Business Daily // Investors Business Daily;7/14/2014, pB02 

    2 Worries over the stability of Portugal's largest bank rocked eurozone markets but the Portuguese gov't and central bank soothed investors, saying the country's financial system was sound. Problems arose Thu. when conglomerate Espirito Santo Int'l missed debt payments. Shares of Banco Espirito...

  • Life-Cycle Investing Is Rolling Our Way. Hogan, Paula H. // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p46 

    • Drawing on 1950s models, the financial planning community uses mainly precautionary savings and diversification strategies to manage personal wealth. But financial economists and many others in the financial services industry have moved on to a new paradigm known as life-cycle investing....


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics