Juan C Ly & Associates

Bank credit: is it growing, and where’s it going?

Lenders have loosened purse strings, but some sectors are monopolising bank loans. Hence the clamour for more credit

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

The happiest retirees have learned this lesson

It's all the rage now. You're supposed to find, follow ...

What Can a CPA Do that a Regular Accountant Can’t?

What can a CPA do that a regular accountant can’t? That’s what we’d like to address today.

How do auto loans work?

So how do auto loans work? Since most people buying a new or used car opt for financing it’s an important question, and understanding the answer will help you in the purchase process.…

Does Financial Planning Help?

Here are five ways having a financial plan can help you.

Who Needs Financial Planning?

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.” Over the years, it has been our experience that no one wakes up thinking, “I just have to do financial planning – starting today!” Instead, most prospective clients contact us when a triggering event occurs, such as a pending sale of a business, an increase…

Breakfast with Benefits: Hiway Federal Credit Union!

Know Your Dough — Family Trust Federal Credit Union

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5 Steps to an Effective Financial Plan

It is important to have a financial plan at any age. Learn what you need to do to create a solid financial plan that will work for you.

Financial Planning Basics: For 40-Somethings

Here are some steps to take in your financial planning practices in your 40s -- but as always, I highly suggest that you pay for the assistance of a financial planner who can help you to put all of your eggs in a row.

Financial Planning Is More Than Numbers

The numbers should be working for you, to help you achieve those goals. You shouldn’t be working on your financial plan just to achieve the numbers.

Financial Planning Basics in 9 Steps

Everybody wants to have a solid financial plan, but over 40% of Americans don't have one. Unless you develop a formal strategy – like a written plan – it can be tough to accomplish a

Steps to Financial Planing [Infographic]

8 necessary steps to successful financial planning.

The 7 Most Important Steps of Financial Planning

Do you need help with your finances but don't know anything about the steps of financial planning? To alleviate the confusion, there are 223,400 personal financial advisors, according to the most recent (2012) Bureau of Labor Statistics Occupational Outlook Handbook, that can help you draw up a financial plan to get you back on track. A financial planner can assist with some or all of your money issues by helping you create a financial plan for retirement or college, as well as providing…

Why Should You Care About Financial Planning?

Financial Planning can help you make big decisions, but it can also help you avoid big mistakes. Do you have a financial plan?

Financial Planning: The Power of Questions

Asking questions and the dialog this creates might be the most important financial planning tool of all.

The Hidden Benefits of Financial Planning

Financial planning provides plenty of immediate benefits, like paying off debt, but there are other hidden benefits that are just as important.