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Financial Planner

One Critical Expense Most Financial Plans Don't Address | Posted 11.18.2015 | Fifty

With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.

Why You Should Think Twice About Spending That Bonus

Nathaniel Sillin | Posted 11.18.2015 | Business
Nathaniel Sillin

So to heck with that bonus check, right? Wrong. You've been given a good opportunity to think about your job, your annual earnings and the financial decisions you're making and might need to make in the future. Here are ways to proceed.

Your Year-End Financial Checklist

Nathaniel Sillin | Posted 11.11.2015 | Money
Nathaniel Sillin

The final weeks of the year are a last-minute chance to clean up bookkeeping before tax time, make final spending decisions and seek financial advice for 2016. Here are a few tasks you might want to schedule.

Financial Savvy: Investment Risk vs. Market Volatility

David Rae | Posted 10.08.2015 | Business
David Rae

When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But one should know the differences between risk and volatility to avoid silly and irrational investing mistakes. Let's clear the confusion once and for all.

Your Financial Plan: Carrots or Carrot Cake?

Marc Campbell | Posted 09.25.2015 | GPS for the Soul
Marc Campbell

My son is 6 and, no surprise here, he really doesn't like to eat his vegetables. But, unlike when he was 3, he at least now understands that eating ...

The Ballers Guide to Choosing a Financial Advisor

David Rae | Posted 09.08.2015 | Business
David Rae

Second in a series. Having concluded its first season and been renewed for a second, the hit HBO show Ballers on life after football paints a pictur...

Fiscal Ballers 1: Playing Defense on Finance for Those Cursed with Too Much, Too Soon

David Rae | Posted 08.05.2015 | Business
David Rae

First in a series. Sure, the hit HBO show Ballers on life after football -- starring none other than a super suave Dwayne 'The Rock' Johnson -- is dripping with sex, sun and swag. But the real story behind the story is about finances and the show gets it right on the money.

6 Ways a Financial Adviser Can Help You | Posted 07.09.2015 | Business

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth.

Part 3: Valuable Tips for Parents of Millennials from the Gen Y Guy

Jerry Patterson | Posted 09.30.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. That research illustrated a number of key themes that highlighted how to help millennials save money and prepare for the future.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.30.2015 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.

Are Your Gay Friends Making You Poor?

David Rae | Posted 05.18.2015 | Gay Voices
David Rae

Tip of the week: Know what you can afford and don't be afraid to say no. You can always say yes later when your financial planning pays off with some big dividends.

Part 2: Valuable Tips for Financial Advisors from the Gen Y Guy

Jerry Patterson | Posted 05.07.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.

6 Retirement Planning Myths | Posted 05.07.2015 | Money

Retirement is often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning.

Planning a Home Remodel That Actually Pays Off

Jason Alderman | Posted 03.07.2015 | Money
Jason Alderman

Winter is a good time for considering home repairs and improvements so you and your checkbook will be ready for the spring thaw. It's also a good time for prospective home buyers to prioritize what features are must-haves when purchasing, and which can wait for potential remodel down the road.

5 Financial Advice Givers You Need to Ignore

David A. Dedman | Posted 02.15.2015 | Money
David A. Dedman

Who did you turn to? Family, friends, online or your bank?

Finding The Right Financial Advisor -- Where To Start?

Carrie Schwab-Pomerantz, CFP | Posted 02.09.2015 | Money
Carrie Schwab-Pomerantz, CFP

Financial advice isn't all or nothing. You're in control and can choose the type and amount you want.

5 Reasons to Meet With a Financial Planner | Posted 01.14.2015 | Money

Financial planners help their clients build a financial portfolio and determine the best way to allocate your investments. However, there are plenty of other major life events that would merit a trip to the financial planner.

What's a Financial Intervention?

David A. Dedman | Posted 11.23.2014 | Money
David A. Dedman

If you know someone that is showing truly financially destructive behavior, try to approach the person and let them know that they are hurting themselves. If they resist, then it may be time for an intervention.

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 10.28.2014 | Business
James C. Gibson

It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.

Columbo Had His Questions, But He Never Hired a New Financial Adviser

David A. Dedman | Posted 10.28.2014 | Money
David A. Dedman

Now you are your own Columbo. You have a few questions at the ready to slip into the conversation after they get to talking. Maybe after the pleasantries? Remember, you are looking for straightforward answers to the questions. No evasive stuff.

How To Pick A Financial Advisor

Jim T. Miller | Posted 03.29.2014 | Fifty
Jim T. Miller

With all the different financial advisers and services available today, choosing a trusted professional that can meet your needs can be a bit confusing. Here are some suggestions that can help.

Do You Need a Financial Planner or an Investment Manager?

Manisha Thakor | Posted 01.23.2014 | Women
Manisha Thakor

It's easy to waste time and money engaging a financial professional to fulfill one duty when what you really need is the other.

The Top 5 Mistakes People Make In Divorce

Debbie Martinez, M.A. | Posted 01.23.2014 | Divorce
Debbie Martinez, M.A.

Divorce is no walk in the park but there are things that you can do to make getting through this time easier and less painful, such as being aware of these five most common mistakes.

Are Your Parents Spending Your Inheritance?

Jason Alderman | Posted 06.17.2013 | Business
Jason Alderman

Many economic factors have taken their toll on seniors' nest eggs in recent years. Thus, if you were counting on a sizeable inheritance to help finance your own retirement, you may want to rethink that strategy.

When Retiring Together Doesn't Make Sense

Jason Alderman | Posted 04.29.2013 | Business
Jason Alderman

Back when people from my parents' generation were first planning their lives together, most married couples looked forward to working hard for a few decades, raising a family and then retiring together while they still had enough money and energy to travel.