Financial Planning
Why your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give,…
Read MorePicking the Best Financial Adviser
Fee–Only vs. Fee-Based Advisers There are thousands of financial advisors in the world today, all vying to manage your assets. They have fancy titles, including money manager, financial planner, senior…
Read MoreThe Financial Planning Checklist
Imagine planning a cross country road trip, ala The Griswold Family. You’ll be gone for three weeks, and you’ll drive over 3,000 miles. You’re going to stop at every National…
Read MoreKnow Your Numbers: A Guide to Financial Health
Last month I was required to complete a “Wellness Screening” as a part of my annual health insurance enrollment. The goal of the screening was to measure my cholesterol levels,…
Read MoreFinding the Right Financial Planner – A Step by Step Guide
Perhaps you’ve worked occasionally with a financial advisor in the past, but for the most part you’ve been in charge of your managing your own finances. With the passage of…
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