Posts tagged CFP
Demystifying What It Really Costs to Work with a Financial Planner

Understanding how much financial planners cost, and how they are paid, can be complicated and murky territory if you don’t have a higher degree in wealth management. But how much you pay a financial planner comes down to the type of financial planner you choose, as this is what drives the planner’s cost and ultimately determines the services you receive.

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Do I Need a Financial Planner?

Could you be saving more on taxes? Who will take care of your family if something happens to you and/or your spouse, and will there be enough assets available to care for them? Will you have enough money if markets take a dive? Should you currently be invested in the markets?

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How to Find a Great Financial Planner

Excellent financial advisors are in high demand, and you’re going to have to spend some time searching for “the one”. This is because good planners are few and far between, and those who are good aren’t spending their time hunting for clients. Below are the six things you should look for in order to find that happy marriage.

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