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Financial Planners

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.

Financial Products Must Continue to Change to Serve Gen Y

Kali Hawlk | Posted 11.02.2015 | Business
Kali Hawlk

Gen Y isn't like our predecessors. We're not all that complicated, just different. And the financial products and services that are willing to change and adapt to function in a technology-driven world where personable and transparent business win out will be the ones that thrive.

Why It Took Me So Long To See A Financial Planner

The Huffington Post | Ann Brenoff | Posted 10.29.2015 | Fifty

My husband and I did something this week that we should have done 30 or 40 years ago. We met with a financial planner about retirement. I am 65 and s...

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.

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.

14 Pieces Of Wisdom Financial Planners Share With Their Friends

LearnVest | Posted 12.09.2014 | Money

Wouldn't it be great to have a Certified Financial Planner™ for a best friend? Just think of all the advice you could get about how you might stay on track financially -- and how to make your money work harder for you.

Suze Orman: How To Choose A Financial Adviser

Posted 08.02.2013 | OWN

By Suze Orman While I'm confident you could make smart decisions about your money without an expert, I will be the first to tell you that a...

A Financial To-Do List for the Recently Widowed

Jason Alderman | Posted 05.29.2012 | Money
Jason Alderman

Although there are certain actions you must take right away to ensure your current financial security, several major decisions with long-term consequences should probably be postponed until you've had a chance to reflect on how -- and where -- you want to spend the rest of your life.

Financial Planners not Just for the Wealthy

Jason Alderman | Posted 11.22.2011 | Business
Jason Alderman

More and more people -- wealthy and middle-class alike -- turn to professional financial advisers to help them navigate an increasingly complex economic world.

On Winning the Lottery, "Sin City" & "Big Money"

Don McNay | Posted 05.25.2011 | Business
Don McNay

Don McNay has been on a book tour, promoting his book, Son of a Son of a Gambler: Winners, Losers, and What to Do When You Win the Lottery. In a ...