financial planner

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5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional […]

10 Things Your Financial Advisor Won’t Tell You

If you’ve been keeping up with the news, you may have come across something about financial advisors. In case you missed it, here are the […]

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola, […]

Financial Planning: 5 Advantages to Starting Early

When should you meet with a financial planner? The short answer, now.

When do most people meet with a financial planner? After a significant life event occurs. The event, such as […]

How to Interview a Financial Advisor – eBook

Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong?

These investors made bad decisions based on information […]

By |May 11th, 2016|Categories: Advisors|Tags: , , , |0 Comments

Why Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they […]