Tag: Planning

Client Collisions: Unexpected Meets Unprepared Planning

What could go wrong?  You have a plan, right? One thing I know is that you never get hit by the bus you are watching.  You...

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...

Financial Planners May Be Scam Artists – Upd Oct’14

There are hundreds of thousands of advisors, sales representatives, and insurance agents who claim to be financial planners. Planning by legitimate planners is one of...

I Need a Financial Planner Who Puts My Interests First – Updated Oct’14

What does it mean to say “a financial planner who puts my interests first?” What are your interests? What are the financial planner’s interests? How...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.