Sentences with phrase «better financial planners»

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.

A good financial planner will help you navigate and prioritize all of these responsibilities so that you can create a secure and enjoyable life for your family both today and in the future.

The real value of a good financial planner is in helping you live a better life.

You found a good financial planner to help you manage money and achieve your goals.

«A good financial planner should be looking at how tax - efficient your investments are,» says David Blanchett, head of retirement research for Morningstar Investment Management.

Money managers like to think that's where good planning enters the picture — along with a good financial planner.

That's something a good financial planner can help with.»

A good financial planner will help you develop a plan that suits your personal need and current financial position.

A good financial planner will review your lifestyle and create a financial plan specifically suited to you.

A good financial planner will spend time getting to know you and maintain detailed notes about you in their file.

Best Financial Planner Blog Winner: Good Financial Cents Finalists: Financially Blonde Nerd's Eye View Mom and Dad Money The Chicago Financial Planner

If you're still in the market for a good financial planner, here's a list of 10 questions to help you find the perfect one for you.

A good financial planner can add a lot to the strategy.

«A good financial planner provided us with a solution that made sense for our particular financial situation and time in life,» says Mandy.

If you have excessive debt, you are probably not the best financial planner.

The trick is to find the best financial planner Continue Reading

The best financial planners will explain, illustrate and explain again if necessary.

Tips on Finding a Good Financial Planner — Finding a competent professional to help you manage your investments is crucial to a successful portfolio.

Any good financial planner would tell you to invest it and generate an additional $ 400,000 in annual income in the process.

A good financial planner will talk to you about your plans and expectations both short and long term, and about your risk tolerance (would a drop in value panic you even if you know it's likely to recover and average out in the long run, that sort of thing), and about how much time and effort you want to put into actively managing your portfolio.

A good financial planner should have access to a broad range of experts that will be able to help them ensure you get the professional advice that you need.

Working with a good financial planner or life insurance agent or broker will help you analyse your situation and narrow down those choices.

When Siddharth almost dropped the idea of buying life insurance, he met with a good financial planner from a reference.

A good financial planner can help you with these decisions.

I suggest you ask a good financial planner to run the numbers and get an independent assessment of where you stand.

Here's where a good financial planner can help them assess their home's value in relationship to the rest of their assets and needs; a mortgage lender also should be tapped to discuss the costs of a new mortgage, if they need one.

Not exact matches

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.

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.

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.»

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.

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.»

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

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.

«If you'd rather be able to call a landlord to handle issues when they arise, you may be better off renting for now,» says Certified Financial Planner John Piershale of Piershale Financial Group in Crystal Lake, Illinois.

All young people can do is base their options on what the current health - care rules are today, said Carolyn McClanahan, both a certified financial planner and an M.D. «The number one thing young people need to do is continue to scream at the politicians to get some good health legislative policy in place,» said McClanahan, founder and director of financial planning at Life Planning Partners.

You might not think you have enough income or assets, but now's a good time to meet with a financial planner.

Clients are unaware that they should keep their overall debt ratio — as well as within each credit account — below 30 percent of their credit limits, said Paul Stagias, certified financial planner with Francis Ffinancial planner with Francis FinancialFinancial.

The easiest and best answer is start now, said certified financial planner Geri Eisenman Pell, CEO of Pell Wealth Partners.

As a certified financial planner, I have to admit I didn't buy a lottery ticket — the odds just aren't good enough for my money, or anyone's for that matter.

«Pay attention to see if car insurance cards will expire soon,» says financial planner Lazetta Braxton Rainey of Financial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better ratefinancial planner Lazetta Braxton Rainey of Financial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better rateFinancial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better rates.»

'' [T] he [mistake] that's the most painful, that shaped me as a person, it's getting in credit card debt in college,» Bach explained on the debut episode of «Better Off,» a podcast hosted by financial planner and business analyst Jill Schlesinger.

Kathleen Rehl, a certified financial planner and the author of «Moving Forward on your Own: A Financial Guidebook for Widows,» remembers all too well the time a financial fraud hit someone closfinancial planner and the author of «Moving Forward on your Own: A Financial Guidebook for Widows,» remembers all too well the time a financial fraud hit someone closFinancial Guidebook for Widows,» remembers all too well the time a financial fraud hit someone closfinancial fraud hit someone close to her.

Matthew Murawski, a financial planner for Goodstein Wealth Management, says you can start your plan at any age, but the sooner the better.

As an entrepreneur and a Certified Financial Planner, I'd encourage anyone who doesn't have a freedom fund to consider its power to help you run your business better.

To make sure waiting is a good option, work through all the potential claiming strategies available to you (and your spouse), said certified financial planner Megan Olson, a wealth manager at Accredited Investors Wealth Management.

As rates rise, it might be better to hold individual bonds instead of bond mutual funds, said James Shagawat, a certified financial planner with the Baron Financial Group in Fair Lawn, Nefinancial planner with the Baron Financial Group in Fair Lawn, NeFinancial Group in Fair Lawn, New Jersey.

There are, however, legitimate credit counselors, financial planners, and accountants who can assist you in better managing your finances and in learning to be more responsible when it comes to managing your credit.

Taxes are an important consideration, as well, when developing a retirement budget, said Bob Adams, a certified financial planner with Armstrong Financial financial planner with Armstrong Financial Financial Planning.

Putting together an emergency fund is so fundamental to a household's financial well - being that Charlie Fitzgerald III, CFP professional, a fee - only financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10financial well - being that Charlie Fitzgerald III, CFP professional, a fee - only financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10Financial Planning 101.»

«A lot of it comes down to time and convenience, and what's best for you as a consumer or business,» says Jeffrey Hausinger, a Certified Financial Planner and senior financial adviser with Merrill Lynch in TamFinancial Planner and senior financial adviser with Merrill Lynch in Tamfinancial adviser with Merrill Lynch in Tampa, Fla..