A financial advisor is a professional that helps clients assess their financial situation and develop plans to help them reach their future goals. Financial planners will help clients analyze and budget their cash flow, make good investments, assist with retirement planning, plan their estate, get insurance, and minimize their taxes. The problem is that many…
Due to my position at work, I get a ton of trade magazines on a daily basis. It just so happens that “trade” in this case means law, money, financial planning magazines so that is pretty okay with me! In my daily flipping to find out if anything life breaking has occurred I came across a…
I was reading the June Edition of Trusts and Estates Magazine, my favorite magazine, and found a very interesting article which is aimed at advisors and attorneys for very wealthy individuals; however it applicable to everyone during these turmoil times. Trusts and Estates Magazine is an industry standard for those in estate planning – each…
As I have stated, I constantly read WSJ.com’s Personal Finance Section online, I find that their articles are usually interesting and informative; well tonight I read an article which was neither. It was titled, “How to Steer Clear of Shady Advisors” written by Mary Pilon. It was obviously (in my humble opinion) written by Ms….
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