Tag: CFP

What to Consider When Selecting a Financial Advisor

Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...

How Much Is a Financial Planner Worth?

According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict...

How Encouraging Employees to Save More for Retirement Benefits You

Today’s employees face many challenges with funding their retirement, and are just not doing enough to prepare for their financial future. Improving your employees’ participation...

3 Investing Mistakes to Avoid

I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim to the 3 simplest...

Financial Planning Lessons from the Winchester Mystery House – Updated Oct’14

Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the...

Finding the Best Financial Planner: NOT EASY! – Updated August 2014

Identifying the best financial planner is not easy because anyone can call himself a financial planner. Plus, there is no licensing for planners and no...

Currently seeking a top quality financial advisor

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