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A goal without a plan is just a wish

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Occasionally, I disagree with the answers given. Some time ago a caller Sue asked about finding a financial advisor after she inherited $1 million. She said she’d like to get some professional help because she and…

Not all financial planners are expensive, and those that work as fiduciaries have literally sworn to work in the best interest of their clients at all times.

A professional opinion can be especially helpful toward the beginning of the retirement planning process, when you’re trying to set goals.

Since most of the time this means managing your investments, a financial adviser has to complete the Investment Adviser Law Examination (better known as the Series 65 exam) to legally practice the profession.

An advisor can give you insight on the best place to park your savings or how to prepare for the mortgage process.

The majority of us want a safe and secure financial future, and we spend a considerable amount of time planning our finances. Dealing with issues such as paying our daily bills, kids’ education, mortgages, saving, etc can be quite overwhelming and often leads to stress. If you are serious about planning your future and want to…

No matter how much you learn about investing, you’ll always be human and, therefore, susceptible to making irrational decisions.

They can help define what your goals are and then talk through the steps to achieve them. It is more personally driven; you set your own goals and your financial coach will then provide support in order for you to achieve them.

The key difference between a fee-only financial advisor and other types of planners is in how they get paid.

If you have a substantial level of wealth and would like to not only preserve it, but grow it, too, you will need a professional to help you.

According to the American College, 60% of business owners who responded in their study said that they had not met with a financial advisor. Few of them had developed a plan that would address future changes that might affect the business.

Sometimes simply not knowing how to hire a financial advisor causes women to delay actually hiring one, even when it may be the best thing to do.

Many firms over the last few years have emphasized the hiring and developing of young talent.

Unless you’re in the top 1% of people that manage their own personal finances, chances are there is significant room to improve how you manage your finances.

If you heard about Search Engine Optimization, I guess you do, they are experts. They are able to trick the digital system such as Google. You may observe how they used “JT Foxx Reviews” keyword to be in the first place on the organic result in google.

Ask the advisor if she is a fiduciary. An advisor is a fiduciary if the advisor has a duty to act in her clients’ best interests.

Getting educated about your retirement and wealth-management options is a necessary part of planning for your financial future.  Having a foundation of knowledge and getting started is important, but let’s be honest. You don’t have the time to be a financial expert. You don’t want to be a financial expert. You would rather have an…

The best investors will be the ones who have the best coaches. Why? Because a great coach can make even the most skilled investor grow more than he could ever imagine.

Sometimes, they’re dreading it. In their minds, they’d rather stick needles in their eyes than spend the next hour talking about all the mistakes they’ve made.

A financial advisor is generally used when you need to discuss investment strategy. They are certified to sell investment products and securities (stocks and bonds).

To be able to succeed and continue making money in your line of business, it’s important to keep focused on your job and minimize distractions as much as possible.

An investment advisor generally advises clients on which stocks or bonds to buy (or sell). A financial planner advises clients on their overall financial wellness, ensuring that appropriate risk management tools are in place (e.g., insurance, legal protections) and that money is being managed in accordance with the client’s priorities.