Archive for Financial Planning


As a financial planner, lots of people come to see me looking for help with their budget. Most of the conversations go pretty much the same. “We don’t do a lot of extravagant things or buy a lot of stuff, but we just don’t seem to have any money to save.” I usually start by asking “What are your car payments?” For people who don’t have any other obvious issues,... Read more→

Comments (0)

Listen to the book authors, newspaper and magazine columnists and many web sites, and you will hear that [tag]financial advisors[/tag] or [tag]financial planners[/tag] are nothing more than glorified snake oil salesmen out to separate you from your hard earned money. To listen to some in the finance industry and their champions, financial advisors and financial planners are bastions of righteousness... Read more→

Part 4 and Part 5 of the Primer about [tag]Financial Advisors[/tag] and [tag]Financial Planners[/tag] is now up. Find out about what certifications you need to understand, and why they matter. Don’t worry, it’s a way shorter list than you might think. Also, keep an eye out for TONS of new content once I get a chance to do final edits this weekend. Here is a sneak preview: Why You Need... Read more→

Comments (0)

Search

Not what you were looking for? Search here

Custom Search