Does Your Financial Advisor Measure Up?
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
Why Chose a Certified Financial Planner (CFP) Professional?
Learn What a Certified Financial Planner™ (CFP) Professional Can Do for You…
Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
How to Calculate the Internal Rate of Return on an Annuity or Pension
What is the rate of return on a lifetime fixed annuity? The answer depends on the amount of money you must invest upfront, the amount of income you will receive annually, and how long you will live….
Six Steps to Successful Financial Planning
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
Asset Allocation Should be as Simple as Possible but No Simpler
A very simple, yet highly useful asset classification system consists of just two asset classes: (1) equity-growth-stocks and (2) debt-income-bonds.
