Financial Planning

Homework Help & Tutoring

We offer an array of different online Financial Planning tutors, all of whom are advanced in their fields and highly qualified to instruct you.
Financial Planning
Send your subject help request Submit your homework problem, or a general tutoring request.
Get quotes from qualified tutors Receive a response from one of our tutors as soon as possible, sometimes within minutes!
Collaborate with your tutor online Work together with your tutor to answer your question within minutes!
Financial Planning Tutors Available Now
22 tutors available
1393guru
Duncan
(1393guru)
Bachelor of Arts (B.A.)
Hello students. I am 1393guru. I am an experienced tutor in the fields of Political Science, Public Administration, Sociology, History and E
4.9/5(5,203+ sessions)
33 minutes avg response
$25-$55 hourly rate
ProficientWriter
Anthony
(ProficientWriter)
Master of Arts (M.A.)
I always strive to generate quality content with absolute correctness and accuracy. Your satisfaction is my happiness.
4.9/5(3,626+ sessions)
56 minutes avg response
consumate
Joseph
(consumate)
Master of Business Administration (M.B.A.)
Passion-driven tutor who enjoys using his skills, training, and experience to help students improve their grades.
4.7/5(1,155+ sessions)
2 hours avg response
kasu93
Balage Dona Kasuni
(kasu93)
Bachelor of Science (B.S.)
Committed and enthusiastic tutor who is working for student's success.
4.9/5(839+ sessions)
33 minutes avg response
accountsguru
Ashok
(accountsguru)
Master of Accountancy
I am a Chartered Accountant from India. I have 25 years experience of teaching ACCOUNTS and Management Accounting. Talk me for quality work.
4.8/5(713+ sessions)
33 minutes avg response
Joye
Igor
(Joye)
Master of Statistics
Statistics, Economics, Computer Science and Business Analysis?! No problem! I am here to help you!
4.6/5(240+ sessions)
10 minutes avg response
See 22 More Tutors
See what our students are saying
Describe your homework help.
FAQ Frequently Asked Questions
Can you help me with my homework in less than 24 hours?
Can you help me with my exam/quiz/test?
How much will it cost?
What kind of payments do you accept?

Financial Planning

Financial Planning is an ongoing process of developing strategies to manage all areas of your financial life. Money and money management is the number one reason for relationship stresses and demise. Most people have the need for strong financial plans and coaching, but studies show only around 32% of us have something in place. That leaves nearly 70% of the population without a plan.

There are so many facets of your financial life to address, but first you must do your homework and figure out where you are starting. What are your income and expenses, your short-term and long-term goals? Are you planning on retiring at a certain age; do you want to be able to pay for your child’s college education? Do you own a home, or plan to buy one?

Where do you start? Here are the 5 most important categories of financial planning topics that everyone should address at some point in their financial lives in order of importance:

Budgeting/Credit Management

Risk Management/Insurance

Retirement Planning/Investment Planning

Estate Planning

Business Planning

Be your own financial coach. Educate yourself and assemble the right professional team to support your goals.

AREAS OF STUDY

Budgeting – S/T Spending; Credit Management

  • Invest or pay off debt?
  • Credit management; how important is my credit rating?
  • How to budget and live by it.
  • Strategies to reach your short-term financial goals
  • Small business tax tips to live by

 

Risk Management – Insurance

  • What do the limits on an auto policy really mean?
  • Everyday insurance principles; what is covered by my homeowners policy.
  • Health Care Reform – What happens if I don’t have health insurance, or I don’t offer health insurance to my employees?
  • Life insurance? How much? Life insurance needs analysis?
  • Term Insurance vs. Permanent Life Insurance (Whole Life, Universal Life)
  • Should I convert my current life insurance or buy more? 1035 Exchanges.
  • Should I include Long Term Care Insurance in my financial plan?
  • Medicare Supplements – How do I choose?

Wealth Planning – Retirement Planning and Personal Wealth Management

  • How do I invest my 401K at work?
  • Investment suitability.
  • Retirement planning basics; Roth IRA, IRA, 401K, Annuities ***
  • Business Continuation – What do I do with the business when I retire or my partner does?
  • Investment Basics – Asset Allocation, Mutual Funds, Bonds, Real Estate, Stocks. ***
  • Real Estate Investing with your IRA, self-directed IRA’s.
  • Advanced Retirement Planning Techniques for Small Business Owners
  • Business valuation; net asset, market and cash flow values.
  • Alternative Investments: ETF’s, Options, Indexed Annuties/Mutual Funds.

Estate Planning – Wills, trusts, titling assets

  • Trust Planning – Bypass Trusts for maximizing large estates; estate, gift and inheritance taxes reviewed.
  • Estate Planning musts for all ages, do I need a will? POA? POD? Advance Directive? Titling of assets and estate equalization for the family.
  • Should I convert my IRA?
  • Have a pension? How do I maximize for my spouse and heirs?
  • Social Security – will it be there?

 

What are you really getting in a financial expert?                               

by Angela McCoy, National Award Winning Financial Coach

In today's financial marketplace, there are thousands of professionals holding themselves out as financial experts. Some in specific areas, others hold themselves out to be full service financial advisors. What most people do not know is that most of these so-called experts are not regulated by any government entity or national certification program; they are salespeople.

Anyone with or without a relevant college qualification can hang out a shingle and call themselves a financial advisor, accountant, bookkeeper, financial coach, financial consultant or financial planner. Without looking any deeper, you may think by looking at their title, that these individuals know what they are talking about. I caution you to do your homework and look for more.

Often experts are governed by an entity for competence in one area, yet they are often thought of as a clients' only financial advisor. This can be a problem. People tend to think they are getting all the financial advice they need from this one expert. Again, I caution. Insurance sales representatives are often licensed to sell Mutual Funds, but rarely have tax expertise or investment expertise outside of that one investment. Bankers may sell investments, but may not have expertise in risk management, trusts or taxes. Bookkeepers are not regulated by any authority, yet give financial advice freely.

Be your own coach, assemble a team. Look for certifications that indicate a professional is at least monitored and tested for ethical behavior and subject matter competence. Certified Financial Planners (CFP) are the only full service financial professionals trained and tested in all aspects of personal financial advising and planning. Others to consider for your team are Registered Investment Advisors, Certified Public Accountants, Estate Attorneys, Chartered Financial Consultants, Licensed Tax Preparers/Brokers, among others. Don't forget to ask them how they get paid! They are required to tell you!

To fulfill our tutoring mission of online education, our college homework help and online tutoring centers are standing by 24/7, ready to assist college students who need homework help with all aspects of financial planning. Our business tutors can help with all your projects, large or small, and we challenge you to find better financial planning tutoring anywhere.

Read More

College Financial Planning Homework Help

Since we have tutors in all Financial Planning related topics, we can provide a range of different services. Our online Financial Planning tutors will:

  • Provide specific insight for homework assignments.
  • Review broad conceptual ideas and chapters.
  • Simplify complex topics into digestible pieces of information.
  • Answer any Financial Planning related questions.
  • Tailor instruction to fit your style of learning.

With these capabilities, our college Financial Planning tutors will give you the tools you need to gain a comprehensive knowledge of Financial Planning you can use in future courses.

24HourAnswers Online Financial Planning Tutors

Our tutors are just as dedicated to your success in class as you are, so they are available around the clock to assist you with questions, homework, exam preparation and any Financial Planning related assignments you need extra help completing.

In addition to gaining access to highly qualified tutors, you'll also strengthen your confidence level in the classroom when you work with us. This newfound confidence will allow you to apply your Financial Planning knowledge in future courses and keep your education progressing smoothly.

Because our college Financial Planning tutors are fully remote, seeking their help is easy. Rather than spend valuable time trying to find a local Financial Planning tutor you can trust, just call on our tutors whenever you need them without any conflicting schedules getting in the way.

Start Working With Our College Financial Planning Tutors
To fulfill our tutoring mission of online education, our college homework help and online tutoring centers are standing by 24/7, ready to assist college students who need homework help with all aspects of Financial Planning.