Financial Advisors | My Journey to Millions

How to Choose a Financial Planner – 7 Tips by Wall Street Journal

Wall Street Journal Writer, Shelly Banjo offers, “Seven Questions to Ask When Picking a Financial Adviser.” I am a huge fan of the article because Ms. Banjo is nonjudgmental of the financial advisor role but rather offers 7 sound questions to ask someone vetting for your trust.

Let me say this first, and I have mentioned

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When to Fire your Financial Advisor / Adviser

Believe it or not, despite the recent volatility and drop very few planners at my office have been fired by clients! I will go into the reason a little later (or at least my humble theory). While revewing the Personal Finance section at WSJ Online – I came across a great article written by

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