Tag: financial planners

One Critical Expense Most Financial Plans Don’t Address

Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...

Should Financial Planners Implement Their Own Plans? – upd May 2015

One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance...

What are the Differences between a Financial Planner and Financial Advisor?

Financial planners provide a number of planning services that help you manage your financial life. Financial security is the number one goal for planners, but college,...

Are Financial Planners also Financial Advisors? – updated Nov 2014

Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...

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...

5 Tips for Selecting the Best Financial Planner – Updt Oct ’14

Are there fake financial planners? You bet there are and they are extremely dangerous. Fake financial planners provide bogus financial plans that are designed to...

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