I Have Two Cents to Rub Together, Do I Need a Financial Planner?
Opinions vary on
the right time to seek financial planning advice, but when the time comes you
should be ready. Today I just what to
share with you a few tips to aid in your search for financial planning advice.
Assess the Situation
Do you need a financial planner? Take Kiplinger Quiz
Where to Look?
Most experts recommend hiring a financial adviser to help you reach those goals, yet how do you find someone you can trust? Read More | Smart Money, How to Find a Good Financial Adviser
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
What Type of Advisor is Right For Me?
“Even if you have a do-it-yourself philosophy about handling your money, working with a financial advisor is one very smart move you can make to grow rich. Advisors can play a critical role in helping you build wealth, protect your assets, answer complex questions, plan for retirement, improve your money management skills, and break through barriers that are holding you back from accomplishing more. Financial advisors are for everyone—not just the rich and famous. You can meet with an advisor for a one-time consultation or maintain an ongoing relationship. The idea is to find the right advisor for your specific needs.”~ Laura Adams, from Money Girl | 6 Types of Financial Advisors
#1: Tax Accountant
#2: Banker
#3: Insurance Agent
#4: Registered Investment Advisor (RIA)
#5: Financial Planner
#6: Financial Coach
Finances From A Christian Perspective
The
article “5 Bible verses about money every Christian should know”, and the website
ChristianPF by Bob Lotich is a resource for Christians to get practical
tips, biblical revelation, and wisdom about how to handle our personal
finances.
Staying abreast of the changing financial climate is something we all can do rather or not we decide to hire a professional. Carve out time every week to read one personal finance article. The only way to make an informed choice is to have the information.
Here is an excellent article to get you started.
2013 Credit and Lending Trend Predictions by Adrian Nazari Founder and CEO, CreditSesame.com via Huff Post Money
Personal Finances Daily
Staying abreast of the changing financial climate is something we all can do rather or not we decide to hire a professional. Carve out time every week to read one personal finance article. The only way to make an informed choice is to have the information.
Here is an excellent article to get you started.
2013 Credit and Lending Trend Predictions by Adrian Nazari Founder and CEO, CreditSesame.com via Huff Post Money
Thank you for sharing. To help ensure clients’ satisfaction, it is important to work on a monthly fee basis as opposed to charging commissions. This pricing model promotes a working atmosphere that is more conducive to providing clients with real, accurate services—free from conflicts of interest.
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Very helpful insight. Thank you so much for sharing.
DeleteMy wife and I are in the same boat as a lot of the other reviews that have been left here: married, in a fairly good place, needing to get a few ducks in a row, and having questions about retirement account allocation, savings, and insurance.
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