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?Read More
Blog | Citrine Capital
Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent.
Filtering by Tag: 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.Read More