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Financial Planner

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 08.29.2014 | 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 08.28.2014 | 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.

Do I Need a Financial Planner?

SaveUp | Posted 02.03.2013 | Money
SaveUp

For those of us that are newbies to the personal finance world with no time to do adequate research, we probably have more than a few blind spots, and a professional eye can really help.

Financial Intervention for Your Parents?

Jason Alderman | Posted 05.06.2012 | Money
Jason Alderman

As many of us have learned, life gets even more complicated when your parents come to you for assistance with their money matters -- or worse, when they don't ask for help but really should.

Should You Put Retirement on Hold?

Jason Alderman | Posted 11.03.2011 | Business
Jason Alderman

One indicator that our economy is still hurting is that more people are postponing retirement. If you're hoping to retire in the next few years, consider the following tips.

When Elderly Parents Need Financial Guidance

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

A friend of mine recently realized his mother needed help managing her finances when he found her closets filled with oddball purchases like jalapeno ...

Fiduciary Duty: What Investors Need to Know

Barbara Roper | Posted 05.25.2011 | Business
Barbara Roper

Brokers have worked hard to convince investors to rely on them as trusted advisers. It is high time they were regulated accordingly.

Finding Financial Aid for Special Needs Children

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

Fortunately, many government programs and community resources are available to help relieve the financial burden of parenting special needs children.

Money, Sex and Hot (Broke) Messes

Don McNay | Posted 05.25.2011 | Business
Don McNay

People looking to solve financial problems are also looking for empathy. Instead, the message they often receive from books about money is "I'm OK and you're an idiot."

Don't Count on an Inheritance

Jason Alderman | Posted 05.25.2011 | Home
Jason Alderman

Earlier this decade, headlines blared that trillions of dollars soon would begin changing hands in the largest wealth transfer in history, as depressi...

How To Choose A Financial Planner

The Street | Vern Hayden | Posted 05.25.2011 | Business

A change this month in how professionals offering investment advice are regulated has added a layer of confusion to the already murky process of choos...