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1. How much you earn (singles most important factor)
2. Wise shopping and spending
3. How much you save in permanent savings (not "in and out" savings)
4. Your tax burden
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Score
0/5
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0
|
Ratings
|
|
117
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Views
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0
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Related
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0
|
Comments
|
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0
|
Revisions
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Status:
Ready
|
Created By:
ACA ACA
On:
Jun 1, 2010 10:57 AM
Last Updated By:
ACA ACA
On:
Jun 1, 2010 10:57 AM
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These concepts serve as the foundation for achieving financial independence
- Save 10% of your annual income,
- Have sufficient liquidity
- Fully fund your pensions
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Score
0/5
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0
|
Ratings
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107
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Views
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0
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Related
|
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0
|
Comments
|
|
12
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Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:14 PM
Last Updated By:
System
On:
Apr 1, 2010 3:28 AM
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A foundation block on the Pyramid comprised of cash, checking accounts, savings and money market accounts that have no tax ramification.
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Score
0/5
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0
|
Ratings
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101
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Views
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0
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Related
|
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0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:36 PM
Last Updated By:
ACA ACA
On:
Mar 8, 2010 11:08 AM
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A foundation block on the Pyramid comprised of cash held in accounts that wouldhave tax consequences if accessed or short term bonds or short term bondmutual funds.
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Score
0/5
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0
|
Ratings
|
|
95
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Views
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0
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Related
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|
0
|
Comments
|
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1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:37 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 10:25 AM
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A foundation block on the Pyramid comprised of the client’s personal residence(FMV, mortgage and equity)
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Score
0/5
|
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0
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Ratings
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92
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Views
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0
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Related
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|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:37 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 10:26 AM
|
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A foundation block on the Pyramid comprised of the value of stock or stockoptions held in the client’s employer company.
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Score
0/5
|
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0
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Ratings
|
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98
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Views
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0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:38 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 10:30 AM
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A foundation block on the Pyramid comprised of the discounted value of itemssuch as furniture, appliances, clothing and cars (do no include collectiblesor antiques).
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Score
0/5
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0
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Ratings
|
|
99
|
Views
|
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0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:39 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 10:34 AM
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|
Alliance of Cambridge Advisors
|
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Score
0/5
|
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0
|
Ratings
|
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104
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Views
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0
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Related
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0
|
Comments
|
|
2
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:21 PM
|
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|
Web conferencing tool used by ACA support team and PATs/Committees. Allows for desktop sharing, whiteboarding, and presentations. Sessions can be recorded with integrated audio for online, on-demand a
|
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Score
0/5
|
|
0
|
Ratings
|
|
103
|
Views
|
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0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:04 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 10:59 AM
|
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The form/disclosure that is required to be completed and maintained by those seeking or functioning as Registered Investment Advisor with either the state of the SEC.
|
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Score
0/5
|
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0
|
Ratings
|
|
104
|
Views
|
|
0
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Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Needs a little more detail
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:18 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:01 AM
|
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The final piece of the Goals Visualization Exercise that helps the client tofocus on a perfect day in the future where their main goals have beenachieved. The anchoring exercise isperformed for 21 days
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Score
0/5
|
|
0
|
Ratings
|
|
82
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
2
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:35 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:10 AM
|
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A form required to be signed and submitted each year at renewal; it indicates themember's compliance with ACA's membership requirements.
|
|
Score
0/5
|
|
0
|
Ratings
|
|
105
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
2
|
Revisions
|
|
|
Status:
Needs a little more detail
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:09 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:18 AM
|
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A block on the Pyramid comprised of bonds or bond mutual funds with maturity greater than 12 or 18 months.
|
|
Score
0/5
|
|
0
|
Ratings
|
|
94
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:39 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:22 AM
|
|
|
A block on the Pyramid comprised of income generating real estate investments or instruments that invest in real estate (such as REITs or limited partnerships).
|
|
Score
0/5
|
|
0
|
Ratings
|
|
80
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:40 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:25 AM
|
|
|
A block on the Pyramid comprised of domestic mutual funds (large, mid and smallcapitalization)
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|
Score
0/5
|
|
0
|
Ratings
|
|
98
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
2
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:41 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:28 AM
|
|
|
A block on the Pyramid comprised of international or global mutual funds and/or gold coins or buillion
|
|
Score
0/5
|
|
0
|
Ratings
|
|
93
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
2
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:41 PM
Last Updated By:
ACA ACA
On:
Mar 24, 2010 4:28 PM
|
|
|
An ACA tool that is allows advisors to calculate the approximate cost of building a client's bond ladder using stripped treasuries. Part of the ACA Toolkit.
|
|
Score
0/5
|
|
0
|
Ratings
|
|
90
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:08 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:38 AM
|
|
|
Teleconferencing line for up to 99 participants. Calls can be recorded and downloaded at no addiitonal cost. ACA members or groups can be set up with their own Access code for their own 24/7 bridge li
|
|
Score
0/5
|
|
0
|
Ratings
|
|
107
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 2:04 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:50 AM
|
|
|
A block on the Pyramid comprised of any real estate property that is not income producing (vacant land, vacation homes etc).
|
|
Score
0/5
|
|
0
|
Ratings
|
|
101
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:42 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:52 AM
|
|
|
A block on the Pyramid comprised of the value of private businesses, antiques and/or collectibles.
|
|
Score
0/5
|
|
0
|
Ratings
|
|
87
|
Views
|
|
0
|
Related
|
|
0
|
Comments
|
|
1
|
Revisions
|
|
|
Status:
Ready
|
Created By:
ACA ACA
On:
Aug 13, 2009 1:43 PM
Last Updated By:
ACA ACA
On:
Mar 18, 2010 11:53 AM
|
|