Financial planner
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... ➡
Ask an Advisor: How Much Life Insurance Do I Need?
I commend you for recognizing the importance of protecting your family with life insurance and getting individual coverage. (Group coverage through an employer is great, but is rarely enough and not portable if you change jobs!) For many years... ➡
How to Have the Fee Convo
Last week, we discussed the different types of financial advisers. Today: What should you ask your money pro first? Answer: You need to know what they’re charging you, so you can keep your investing costs low. Here are some common fee structures.... ➡
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... ➡
Tips for Picking a Financial Adviser
Women need to get the max from their money to cover longer lifespans and the occasional career hiatus. "But I don't have that kind of money!" you might say. These days, getting the help of a pro doesn't have to cost much. Investing in one hour... ➡
