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Year: 2015

What to Look for in a Financial Advisor

What to Look for in a Financial Advisor

What to look for in a financial advisor—according to advisors PUBLISHED THU, OCT 29 20159:00 AM EDT | UPDATED THU, OCT 29 20152:09 PM EDT Deborah Nason, special to CNBC.com Read the whole story If you are trying to decide on a financial advisor, perhaps you should ask...

Reprogram Brain for Wiser Money Decisions

Watch this video on YouTube If you’ve ever struggled to learn new software or unravel a computer problem, you know that part of the frustration of dealing with technology is its logic. Computers respond according to their default operating systems. If we want...

CFP Designation Shows Education, Not Qualifications

Watch this video on YouTube As a client or potential client, you may regard fee-only financial planners as professionals on a par with attorneys or CPA’s. Yet financial planning is still trying to become a profession. Several hallmarks distinguish a profession:...

Be Wary of Investment Guarantees

Watch this video on YouTube The prospective client interviewing me was nervous and skeptical. She insisted on some type of guarantee that, if she hired my firm to manage her investments held for retirement, we would make her money. I asked her what she meant by...

Ways to Save After Becoming Empty Nesters

Watch this video on YouTube College graduation is obviously a cause for celebration. When the graduate is the youngest child, some parents have an extra reason to rejoice: no more tuition payments. At the end of the college years, many parents who have chosen to fund...