During a recent online discussion, a questioner wanted to know if there was a type of professional he or she could hire who would give unbiased advice on those everyday money issues that always seem ...
In my previous column, I talked about the complexities, yet importance, of comprehensive financial planning (aka “wealth management”). Let’s assume you have taken the first step of admitting you need ...
Abe Dugal, of Allen Financial in Camden, understands that for many people, talking about money can be a challenge. He also realizes that, for some, their relationship with their financial planner may ...
Being financially healthy is more than stowing away a few dollars in a rainy day fund. Certified financial planner and author of "Superwoman Wealth- how to be your own financial hero"- Regina McCann ...
Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...
Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...
Georgia Lord, a financial planner making $125,000, says she's a HENRY — high earner, not rich yet. Lord's financial goals include early retirement, travel, a wedding, and a larger New York City ...