New Focus on Wealth with Chad Burton

Today I respond to listener questions about mutual funds and discuss financial planning with elderly family members.


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I answer questions about distributions from mutual funds, company stock and fund fees in a 401k and what to do when your HR department gives you nothing but bad choices to pick from. I also discuss:

  • Protecting your family and yourself from identity theft.
  • Financial planning with elderly family members without overriding.
  • An article linking giving to happiness in seniors and several options for you to do the same.
  • I give Edward my opinion about investing in emerging markets.
  • I also define and explain Dollar-Cost Averaging, No-Load funds and ETFs.
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    Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

     

    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

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    New Focus on Wealth with Chad BurtonBy Chad Burton

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