Tag: financial planner

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...

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...

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...

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...

4 Essential Steps For Financial Stability After Your Divorce

If you are going through a divorce, you are probably experiencing one of the most difficult periods of your life. It’s normal to feel a...

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