Tag Archives | financial advisor
Successful,Woman

Quote Of The Week: Why A CFP® Professional Is Not Like Other Financial Advisors

“There’s no shortage of people with impressive-sounding job titles who want to help you reach your financial goals. They may call themselves a financial adviser, financial planner, money coach, financial counselor or financial educator.” “These people can obtain certifications from a long list of professional associations, universities and other entities. Look for the string of […]

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Quote of the Week: When Is a Financial Planner Really a Financial Planner?

“The financial advice industry has 212 reasons to be confused. That’s the bewildering number of professional designations advisors use to indicate their expertise in every money issue under the sun, from retirement planning and college savings to insurance and investment funds. The alphabet soup is mystifying for investors. It’s baffling for advisors. And it’s getting […]

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Quote Of The Week: Making A Successful Transition To Retirement

What’s involved in making a successful transition to retirement? You would think it’s mainly about money, but you would be wrong, says author and columnist Robert Laura, who specializes in retirement issues. Money considerations only come into play at the end, says Laura. Your financial wellness and happiness depend much more on staying active, connected, […]

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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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Quote Of The Week: The Problem With Commissions

Our clients know that we work on a fee-only basis. That means we do not accept commissions for recommending, buying or selling investments and we work only for you, our client. That independence allows us to always deliver to you our expert, objective and unbiased advice. Of course, not every investment professional can say that. […]

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Quote Of The Week: What An Advisor Is For

“A lot of Wall Street Journal readers have told me they think hiring a financial adviser is a waste of money. I disagree. A good adviser doesn’t only manage investments but can help you save or make a fortune through better decisions on tax, estate and retirement planning, buying or selling a home or business, […]

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Sharing Is Golden When You Want Good Financial Advice

It must sound pretty obvious. The more your financial advisor knows about your financial situation, income, spending, and goals, the better they can tailor their advice to your individual needs. It’s like the difference between an off-the-rack item of clothing and one made to fit your exact measurements. For example, a client just asked us if she should pay […]

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