Did anybody see this article in the New York Times on the 97 year old worth…
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Read MoreWith graduation season upon us, there has been a barrage of stories in the media…
Read MoreMany popular books tend to oversimplify things and make it seem as if anyone can…
Read MoreIf you want to do financial planning right, find a CERTIFIED FINANCIAL PLANNER™ professional. Everyone…
Read MoreFinancial Planning is made more difficult than it has to be because most of the…
Read MoreWhile investments have always been difficult for consumers to figure out, the ideas behind financial…
Read MoreYou may be considering help from a financial planner for a number of reasons. Whatever…
Read MorePeople often ask isn’t paying a percentage of your investment assets the same as paying…
Read MoreHow do you get good financial planning and investment advice? You don’t ask your neighbor…
Read MoreDespite an abundance of information, most people are confused about financial planning and investments, and…
Read MoreThe public is misinformed about most aspects of financial planning and investments, and as the…
Read MoreDiscount and online brokers and mutual fund companies offer services that are fairly similar. Most…
Read MoreI cut my teeth at one of the largest national brokerage firms. What you have…
Read MoreIf you are confused about where to go for financial planning and investment advice, it…
Read MoreWatch out for this come-on: Firms that use financial plans to sell more products or…
Read MoreYou might have a hard time believing this is actually out there, but make sure…
Read MoreIn many instances I think that financial planning software gives clients a false sense of…
Read MoreEven if you have a lengthy discussion with your planner regarding risk, it is difficult…
Read MoreWhile taking on more risk ordinarily leads to higher returns, there are limits to the…
Read MoreDuring the Second Step of the Financial Planning Process, “Gathering Data,” you will need to…
Read MoreYour financial planner, providing she is not an attorney, will not be able to interpret…
Read MoreTake a look at this hypothetical situation: You are trying to decide how to invest…
Read MoreDuring the Financial Planning Process, you need to discuss risk in relation to your different…
Read MoreThe final step in the financial planning process is monitoring the planner’s recommendations and your…
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