4 Questions You Should Ask Your Prospective Financial Planner as seen in Forbes
Choosing to work with a financial planner is one of the biggest decisions many will face. The hard part is knowing what to look for in an advisor and firm.
Tag: Financial Planning
6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report
Fee-only financial planners come with certain advantages and disadvantages that investors should consider.
The 3 things millionaires are doing today to maintain and grow their net worth
Financial planning, passive income and investing: The three ways millionaires build their net worth.
How to choose a financial advisor: 6 tips for finding the right one
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the proper due diligence in choosing an advisor should provide long-term benefits and peace of mind for all parties.”
‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
…..Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advice.
How to Pick a Financial Advisor
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose
Rick Kahler: When is 'financial planning' not financial planning?
….Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies…..
How Inflation Affects Financial Planning
…..Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, whether in one’s control or not, it’s the ongoing monitoring and assessment of those factors that provide future confidence in the plan……