My epiphany was that everyone can really use a financial check-up with a professional financial planner, if necessary.
investment advice
My (Financial Planning) Advice: For Recent College Grads – Part I
The one thing that they may not have taught you is the real-life skill of managing your personal finances.
What’s Your Goal?
I was at the gym yesterday when it came to me that picking a fitness regimen is a lot like building your financial plan.
Who Needs a Financial Plan?
You need a plan to know that your money is working as hard for you as you are for it.
Are Investment Advisors Managing Your Money without a Plan?
How in the world do you tell someone how to invest their money if you have no plan – or worse yet, don’t understand the client’s plan?
Do We Sound Like a Good Fit?
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