Should A Widow Keep Her Husband’s Financial Planner?

As a new widow, you probably feel like you’re in the middle of an emotional rollercoaster, caught somewhere between grieving over the loss of your...

Should I Select a Financial Advisor or an Investment Advisor?

You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...

5 Financial Pitfalls For Recent Widows To Avoid

After the loss of a spouse or significant other, financial planning is likely the last thing on your mind. But it’s when you’re at your...

Is Your Financial Planner a Real Expert?

How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment...

Are All Certified Financial Planners ™ (CFPs®) Created Equal?

Absolutely not! The designation means the Certified Financial Planner™ completed some coursework and passed an examination. It does not mean the planner is an expert...

The Three Most Important Questions You Should Ask a Financial Advisor

You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...

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