Watch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or MSFP (masters in...
Watch this video on YouTube “I am tormented by the guilt of inheriting millions of dollars.” I heard this statement from a young man who had inherited his parent’s fortune. He was being interviewed by George Kinder, founder of the Kinder Institute, at a...
Watch this video on YouTube I’ve written from time to time about the qualities to look for before you engage a financial planner, such as experience, professional qualifications, and having a fiduciary responsibility to clients. One other factor is often...
Watch this video on YouTube Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious illnesses—affect your family, the planner is often one of the first...
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....
