Occasionally I invite other NAPFA members (The National Association of Personal Financial Advisors) to guest…
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During the Second Step of the Financial Planning Process, “Gathering Data,” you will need to…
Your financial planner, providing she is not an attorney, will not be able to interpret…
Take a look at this hypothetical situation: You are trying to decide how to invest…
During the Financial Planning Process, you need to discuss risk in relation to your different…
The final step in the financial planning process is monitoring the planner’s recommendations and your…
If your planner works at one of the large banks, brokerage firms, or insurance companies,…
The following is a guest blog post by Stan Mann, a very smart and nice…
The fourth step in the financial planning process is developing and presenting recommendations and alternative…
The third step in the financial planning process is analyzing and evaluating your financial status. …
The second step in the financial planning process is gathering data, including your risk tolerance…
The first step in the financial planning process is establishing your relationship with the planner….
Financial planning is a process in which someone (let’s say, hypothetically, a Financial Planner) analyzes…
Every financial planner, investment advisor, and financial pundit will tell you to maximize your 401(k)…
Financial planning is the process of properly managing your finances to achieve your goals. It…
Many popular books tend to oversimplify things and make it seem as if anyone can…
If you want to do financial planning right, find a CERTIFIED FINANCIAL PLANNER™ professional. Everyone…
Financial Planning is made more difficult than it has to be because most of the…
While investments have always been difficult for consumers to figure out, the ideas behind financial…
You may be considering help from a financial planner for a number of reasons. Whatever…
People often ask isn’t paying a percentage of your investment assets the same as paying…
How do you get good financial planning and investment advice? You don’t ask your neighbor…
Despite an abundance of information, most people are confused about financial planning and investments, and…
The public is misinformed about most aspects of financial planning and investments, and as the…
Variable Annuities (VAs) have been very popular for about a decade now, ever since the…