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Financial Planners

5 Reasons to Meet With a Financial Planner

PaladinRegistry.com | Posted 11.16.2014 | Money
PaladinRegistry.com

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 10.09.2014 | Money
LearnVest

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 ...