When looking at who’s who in the financial industry, it can be confusing. There are numerous job names, but it’s hard to know the differences among them. Read the article to learn more.
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. It is only through comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended.
If you’d like to increase the likelihood of following through and achieving your carefully analyzed and planned financial goals, then you should create a written financial plan!
More and more workers are leaving their full-time jobs and becoming part of the gig economy. Whether you are starting a consulting business working from home, a handyman service for seniors or creating an internet business, you are part of the gig economy.
Should you encourage a young person with aspirations of becoming a financial advisor to pursue their dream? Some people may be hesitant to choose a financial advisor career due to the various challenges facing you as a startup and the availability of online financial tools and automatic investment options available today. Think of financial advisors …
A financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first.
To help you spot your own financial habits, we’ve collected some of the top financial planning do’s and don’ts to help you shift your mindset around good money habits.
Home maintenance costs are some of the most common surprises for first-time home buyers. When people contemplate whether or not they can afford a new home, they typically consider two things: if they have enough money for the monthly mortgage payment and if they can also afford the annual property taxes. Unfortunately, most people don’t think about home maintenance costs.
Do you have a child who recently entered the workforce? As a parent, you should still offer advice and guide them on their financial journey. Check out the following ten financial tips to help your young adult find financial success.
Let’s say someone recently passed away and left you a significant amount of money. Would you know how to manage the inheritance? Whether your answer is yes or no, you need to read more.
Financially successful people have one standout quality in common: their financial success is a state of mind. Not ‘starts with’ a state of mind, then depends upon luck. It is a state of mind that is rather easy to establish, takes a bit of training and soon grows into a natural way of life.
If you follow financial industry information, you may have read that it’s best to reduce risk in your portfolio as you near retirement. That’s a very valid concern. And the advice is generally true. But there is another way to reduce risk and still achieve your long-term goals.