Sentences with phrase «[as a financial planner»

According to Tom Corley, financial planner and author of «Change Your Habits, Change Your Life,» adjusting your morning ritual can make you happier.

«It's a milestone and an accomplishment to be proud of,» says financial planner Marguerita M. Cheng, chief executive officer of wealth management firm Blue Ocean Global Wealth, based in Gaithersburg, Maryland.

Carl Richards, a financial planner, has a delightful series of blog posts on the New York Times Bucks blog where he writes about personal finance principles — and illustrates them on a napkin.

Tom Corley, an accountant, financial planner and author of «Rich Kids: How to Raise Our Children to Be Happy and Successful in Life,» has a similar stance.

Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial investors.

As a financial planner in New York City, I've come to expect new client meetings to include conversations about financial anxiety, confusion, and frustration.

Yes, they value his advice and his skills in handling the money, but a lot of financial planners have that.

Lauren Lyons Cole is a certified financial planner and the editor of Your Money at Business Insider.

HAVING spent three days at the Financial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are concerned.

Lauren Lyons Cole is a certified financial planner and senior editor at Business Insider, overseeing money, travel, and lifestyle coverage.

«Attaining millionaire status doesn't mean much anymore,» says financial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, New Jersey.

I coach a financial planner and we did a little market research on what his clients value the most in him.

«The days of retiring and sitting on the front porch are over with,» Larry Rosenthal, certified financial planner and president of Rosenthal Wealth Management Group, tells Business Insider.

As few as 35 percent of financial planners have a succession plan in place.

Carolyn McClanahan, a certified financial planner and founder and director of financial planning at Life Planning Partners, sees opportunities in bonds.

«You'll have your boat goal and your provisions goal,» said Ryan Dignum, a financial planner with Dignum Financial Partners in Fort Worth.

Michael Egan, a certified financial planner and partner at Egan, Berger & Weiner, LLC, says that a minimum of 15 % of your paycheck needs to be dedicated to retirement funds, and 20 % is ideal.

Even the financial planners say so.

«Coming out of the depression the Silents just didn't have much and likely neither did their families,» says Heather Franklin, a certified financial planner in Toronto.

To start, you should go through the certification process so that you can label yourself a CFP (Certified Financial Planner).

Don't waste money on someone to tell you something you already know,» writes Neal Frankle, a certified financial planner and owner of personal finance website Wealth Pilgrim.

Davidson recommends looking for an adviser with at least 10 years of experience in financial planning and who has a CFP (certified financial planner) designation, which is considered the «gold standard» for financial planning.

There are certainly times when hiring a financial planner is a good idea, but not everyone needs one, and some people are better off without one.

While I believe almost everyone should get the advice of a professional certified financial planner when making this decision, there are some ways to start figuring out how close you are to realizing your retirement dreams.

Hanson, a certified financial planner, is a senior partner at Hanson McClain Advisors in Sacramento, California.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

In - house legal and financial expertise also becomes critical as you grow, which Buffer realizes: It just hired its first full - time financial planner.

It's «definitely an option,» certified financial planner Nick Holeman tells CNBC Make It, «but typically, the downsides mean it's not the best option.»

Although all states now have «no fault» divorce proceedings, some jurisdictions still take into account the grounds for divorce when dividing assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

For instance, if you're seeking help with a broad range of financial issues, ranging from how to invest or fine - tune your tax planning to choosing the right amount of life or disability insurance or ensuring that your estate plan matches your desires, I would say that your best bet is to find a certified financial planner.

-- Craig Wear, certified financial planner and founder of Q3 Advisors and Game Plan Advisors.

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

Robert Abboud, a certified financial planner based in Ottawa and author of No Regrets: A Common Sense Guide to Achieving and Affording Your Life Goals, says high - interest - bearing consumer debt should be tackled first.

A certified financial planner, certified fund specialist and chartered financial consultant with more than 30 years» experience, Carson authored «Tested in the Trenches» and co-authored The New York Times best - seller «Avalanche: The 9 Principles for Uncovering True Wealth.»

Kirbyjon Caldwell — who served as spiritual adviser to presidents George W. Bush and Barack Obama — and disgraced financial planner Gregory Smith have been charged for fraud.

Back in 1994 a financial planner named Bill Bengen read an article in a popular financial magazine claiming that the «safe withdrawal rate» for a retiree was 6 percent.

Mendels is a certified financial planner and director of planning at Creative Financial Concepts, LLC.

Bell was hired as a senior vice-president of sales and syndication, which involved co-ordinating meetings for O'Leary, assisting in raising funds and building relationships with brokers and financial planners.

Most people in this stage of life could at least benefit from a one - time consultation with a financial planner who specializes in retirement planning.

The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.

Amy Hubble, a certified financial planner, said HSAs can be a powerful retirement - savings vehicle for younger people and those without children, who typically don't have big medical expenses and are able to let their balances compound over long periods.

«Financial planners have an economic bias to encourage investors to take or keep lump sums as opposed to choosing pensions — because we can charge fees on the former, not the latter,» Maurer added.

Bush's portfolio consists of an unwieldy thicket of investments rather than a coherent plan, says Redondo Beach, Calif., financial planner Scott Leonard.

It's important to conduct independent research and speak with a financial planner before applying for a loan with any financial institution.

But there are good financial planners out there if you know where to look, and in the right situations a financial planner can make your life easier, save you a lot of money, and help you reach your biggest personal goals sooner.

If paying off credit card debt or other consumer debt is your biggest financial need, you're better off working with a qualified credit counselor than a financial planner.

«HSAs,» wrote Geisler, «need to be incorporated into financial planners» recommendations to individuals.»

Therein lies the rub, said Michael Kitces, a certified financial planner with Pinnacle Advisory Group.