financial planner

The Difference Between Your Accountant and Your Financial Planner

Many business owners surmise that their accountant can do the job of both accounting and financial planning (or vice versa) when in fact, the two roles complement each other.

How (and Why) to Buy Life Insurance

Buying Life Insurance seems to be one of those “I’ve finally grown up, I guess I need life insurance” sorts of decisions you make. It often comes into play when you buy a house, ge

9 Signs You Need to Fire Your Financial Planner

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 plann

How To Choose A Financial Planner - Yes You!

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 absolu

Intimidated by Retirement Investing? Get Professional Help!

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. [more]