Tag: choosing a financial planner
Oct 19, 2015
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:...
Jan 19, 2015
Watch this video on YouTube Many people who are financially successful are comparison shoppers. They pore over ratings in consumer magazines, read website reviews, and compare scores of products before buying even everyday products like coffee or toilet bowl cleaner....
Dec 29, 2011
A recent article on MSN Money reports there are nearly 176,000 people who call themselves financial advisers. As with any profession, there are plenty of bad apples and weeding through them isn’t easy. After the Bernie...
