financial planner

9 Signs You Need to Fire Your Financial Planner

Posted 8 weeks 15 hours ago by Nora Dunn

Personal Finance

is your financial planner a donkey?
When you open your next financial statement, you may be in for a condition called "statement shock". The onset of statement shock often sends people looking for new financial planners. Here are nine reasons why you may need to look for a new financial planner yourself.

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How To Choose A Financial Planner - Yes You!

Posted 1 year 14 weeks ago by Nora Dunn

Personal Finance

Financial Planner?
I don't care who you are. (Well, actually I do, otherwise I wouldn't be writing this). What I mean, is I don't care about your background, education, financial prowess, or absolute lack thereof. You need a Financial Planner! Here are a few things to consider in your search for the perfect Financial Planner and why you even need one at all.

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Intimidated by Retirement Investing? Get Professional Help!

Posted 1 year ago by Sarah Winfrey

Filed Under: Investment

911 emergency

It might seem like something of a no-brainer to ask for professional investment advice, particularly about retirement. That said, there's still an astonishing number of people I know who don't. They either go it alone, wading through jargon that they don't understand and desperately trying to make numbers that don't mean anything to them mean something, or the guess and hope they get lucky, or they avoid the topic altogether.

Continue reading "Intimidated by Retirement Investing? Get Professional Help!"

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