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Financial Planning

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Our financial advisor responds to your most frequently asked questions

How to Find the Right Financial Planner

You’ve decided you want to work with a financial professional, but how do you find one who understands you as well as your finances? Someone you can trust with your money, but also feel comfortable with on a personal level? Finding the right...

How Much Life Insurance Do I Need?

My husband and I each got $500,000 life insurance term policies after our second child was born. We both work, though I am an entrepreneur so my income fluctuates. His friends have told him their wives have no life insurance or only a small...

My First Step Out of Debt

It’s ironic -- and hard to admit -- that, while I advise clients on money management, my husband and I have racked up $40,000 of credit card debt. That's why a few weeks ago, in order to save money, I moved to my dad’s house with my husband and...

3 Reasons to Fire Your Planner

It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus....

A Financial Planner Admits Her Money Mistakes

Today’s post is part of a new series called “Life by De$ign,” which explores non-traditional choices that women make in order to make their finances work. I’m a 33-year-old financial advisor, and you can call me Joanna. I invest and manage...

10 Questions to Ask a Financial Advisor

As important as it is to understand the fundamentals of financial planning, the reality is most of us don’t have the time, knowledge and/or interest to create, implement, monitor and update a comprehensive financial plan. Working with a qualified...

Protecting Your Plan

You’ve consulted with your adviser about your portfolio and estate. Now it’s time to talk about an issue you might not have considered: an integrated insurance plan. “Too many people believe that a financial plan is about saving and investing,”...

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