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Index > Index - Pg. 307

Index fund evaluation, 122, 123 objectives investing, 102 obstacles achieving retirement savings goals, 45, 46 obtaining a Social Security number, 239 obtaining information about your accounts, 72 maintenance of the account, 73 planning purposes, 72, 73 record keeping checklist, 76, 77 investment earnings, 78, 79 loan repayments, 78 lump sum payments, 79, 80 taking out loans, 78 sources, 73 account statements, 74 IVR, 74 pay stubs, 75 people, 75 SARs, 75, 76 Web sites, 74 Old Age Survivors and Dependents Insurance, 238 opportunity cost, 172 organization (area of financial planning), 225 organizations resources, 280 ownership costs annuities, 161 307 plan trustees, 14 planners (financial), 223, 224, 232 AICPAPFPs, 232 areas of planning, 225 estate planning, 226 investment planning, 226 organization, 225 retirement planning, 226 risk management, 225 tax planning, 226 CFAs, 233 CFCs, 233 CFPs, 232 choosing a financial planner, 229, 230 questions to consider, 230 CLUs, 233 compensation, 227 commission-only planners, 227 fee and commission planners, 228 fee-only planners, 227 money managers, 228 cost, 228, 229 CPAs, 232 expectations, 224, 225 expectations of you, 225 locating a planner, 231, 232 qualifications, 226, 227 regulatory compliance, 231 researching a planner, 231 NASD, 231 NASSA, 231 SEC, 231 RIAs, 232 P Part A Medicare (hospital insurance), 247