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Try mastering these money habits before your 30s

...your finances. A budget tells you where you want your money to go ? not where you've already spent it, said financial planner P.J. Walsh.Your budget should tell you how much money is going toward mandatory expenses ? rent and student...

http://chronicle.augusta.com/news/2015-08-23/try-mastering-these-money-habits-yo
Local businesses watch dropping gold prices

...we're not getting any kind of real direction," Damron said.That level of uncertainty is part of the reason financial planners such as Bill Cleveland steer clients away from adding gold to their investment portfolios."We want to invest...

http://chronicle.augusta.com/news/business/local-business/2015-07-23/local-busin
Interest rules flawed

In 2008, my wife and I decided to retire. We weren't rich, but our financial planner agreed that we had enough income and resources to retire. I was 75 years old at that time.Over the past eight years, the income...

http://chronicle.augusta.com/opinion/letters/2015-07-24/interest-rules-flawed
Floyd Moore Jr.

...United States Power Squadron and the Association of Aviation Ordnancemen. He was an Independent Insurance Agent and Financial Planner, a former North Augusta City Councilman, and a member of AMBUCS. Mr. Moore was an avid golfer and was the co-owner...

http://www.legacy.com/Link.asp?I=LS000175251271
Alex Rhoads

...Carol and brother Andy. Alex was past president of the Augusta chapter of Ambucs and he was the youngest Series 7 financial planner in the CSRA in the 90's and most recently served as senior staffing manager for CVS Caremax. Funeral Services...

http://www.legacy.com/Link.asp?I=LS000174989851
Don't let myths guide your retirement savings plan

...savings plan. Consider investing in a Roth or traditional IRA, too. According to Car rie Schwab-Pomerantz, a financial planner and president of the Charles Schwab Foundation, "An IRA not only gives you the ability to save even more, it might...

http://chronicle.augusta.com/news/business/2015-05-03/dont-let-myths-guide-your-
Brokers' conflicts can cost investors

...portfolio is half of what it was, according to a financial planner who helped her file a claim against the broker...going toward penalties and taxes, according to her financial planner, James Burns. If the broker had been held to a...

http://chronicle.augusta.com/news/business/2015-04-03/brokers-conflicts-can-cost
Tips for parents considering helping their child buy a home

...repaid."When you apply for a loan they want to know how much money you have," said Erika Safran, a certified financial planner with Safran Wealth Advisors in New York. "If you're receiving gift, that person is going to have to write a...

http://chronicle.augusta.com/news/business/2015-04-17/tips-parents-considering-h
3 tips for using credit wisely during the holidays

...date of the time period, a high interest rate is charged going back to day one," said Ray Benton, a certified financial planner based in Denver.If you're considering using a card offering zero interest on purchases for a period of time...

http://chronicle.augusta.com/news/business/2014-11-30/3-tips-using-credit-wisely
Biz Bits

...Staging Profes sional designation from the Home Staging Institute. JAMES LEIBACHAward/honor: Named a Certified Financial Planner professional.Details: He works in the Augusta office of Raymond James & Associates Inc. KENT GUIONAward/honor...

http://chronicle.augusta.com/news/business/2014-07-05/biz-bits