People often ask isn’t paying a percentage of your investment assets the same as paying…
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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…
Discount and online brokers and mutual fund companies offer services that are fairly similar. Most…
I cut my teeth at one of the largest national brokerage firms. What you have…
If you are confused about where to go for financial planning and investment advice, it…
Watch out for this come-on: Firms that use financial plans to sell more products or…
You might have a hard time believing this is actually out there, but make sure…
In many instances I think that financial planning software gives clients a false sense of…
Even if you have a lengthy discussion with your planner regarding risk, it is difficult…
While taking on more risk ordinarily leads to higher returns, there are limits to the…
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)…
