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Financial Planning

What is a Health Care Proxy?

What is a Health Care Proxy?

What is a Health Care Proxy? A health care proxy or durable power of attorney for health care is a legal document that allows a person to appoint someone else (known as a proxy or agent) to make medical decisions on their behalf in the event that they are unable to make decisions for themselves, according to Harry Margolis, author of Get Your Ducks in a Row.

Bob Pisani: Goals-Based Investing

Bob Pisani: Goals-Based Investing

Goals-Based Investing: Bob Pisani: In this Goals-Based Investing podcast, Tony Davidow talks to Bob Pisani, Senior Market Correspondent for CNBC about his new book “Shut Up & Keep Talking.” Tony and Bob delve into how the exchange has evolved over the years, lessons learned from crashes & corrections, behavioral finance, and the rise of ETFs, among other issues.

How to Spring Clean Your Finances

How to Spring Clean Your Finances

How to Spring Clean Your Finances: Haley Tolitsky, CFP of Cooke Capital describes some easy ways to spring clean your finances; including reviewing your budget for inflation changes, evaluating your cash flow, reviewing subscriptions, automating your finances and reviewing your credit scores.

What Are You Working, Saving and Investing For?

What Are You Working, Saving and Investing For?

What Are You Working, Saving and Investing For? What gets you out of bed in the morning? Haley Tolitsky, CFP joins Zack Hochberg to discuss how reflecting on your long term financial goals can help motivate you to work, save and invest for a successful future.

Building the perfect portfolio

Building the perfect portfolio

Building the perfect portfolio. Doug Buchan, CFP from Buckingham Strategic Wealth, discusses the variables that are most sensitive to success when creating an investment portfolio.

FinStreamTV Personal Finance Videos – finStream.TV features experts in personal finance, including financial and retirement planning, tax planning, estate planning, debt management and investing. The finStream TV mission is to improve the lives of all people, especially women and minorities, by increasing financial literacy. FinStream: Financial Intelligence.

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