Finding A Financial Planner

Financial Planning: What Those Professional Designations, Credentials & Titles Really Mean

Financial Planning: What Those Professional Designations, Credentials & Titles Really Mean Recently I wrote an article about how to choose someone you can really trust for financial planning and advice, and in it, I explained what it meant for a financial professional to have fiduciary...Read entire article »

Who Can You Trust for Financial Advice?

Who Can You Trust for Financial Advice? Do you know the difference between financial advisors, consultants, counselors and planners when it comes to looking for financial advice? Most people don’t. Understanding whom you can trust for financial guidance and recommendations for...Read entire article »

Financial Planners Explained: What They Do, What To Consider When Hiring One & How to Find One

Financial Planners Explained: What They Do, What To Consider When Hiring One & How to Find One What They Do A financial planner looks at your assets and calculates your financial strengths and weaknesses, in addition to evaluating potential opportunities and threats to your financial security. Based on these evaluations, the...Read entire article »

Articles