Sentences with phrase «find certified financial planners»

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.

Up until now, finding a Certified Financial Planner ™ that would take the time to give you 401k advice was akin to finding a unicorn.

Not exact matches

Chris Chen, a certified financial planner in Waltham, Massachusetts, finds QLACs to be a «clumsy answer» to retirement income.

Anderson also recommends finding a financial planner through the Certified Financial Plannfinancial planner through the Certified Financial Plannerplanner through the Certified Financial PlannFinancial PlannerPlanner Board.

Michael Goodman, a certified financial planner, said that many of his clients who feared the worst about their new tax situation, were pleasantly surprised to find that it was not as bad as feared.

The Financial Planning Association (FPA), a professional membership organization for the financial planning community, is a good place to find a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) profFinancial Planning Association (FPA), a professional membership organization for the financial planning community, is a good place to find a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) proffinancial planning community, is a good place to find a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) profFINANCIAL PLANNER ™ (CFP ®) professional.

It is not uncommon to find a CPA who is also a Certified Financial Planner (CFP) or a Personal Financial Specialist (PFS).

That's the finding of a recent study by Brad Klontz, a psychologist, certified financial planner and associate professor at Creighton University.

Sandra has lived on Beacon Hill for over a decade, has an adorable son, and, as a certified financial planner, is professionally passionate about helping women find their financial confidence (AWESOME).

I've found that investment management of your portfolio is best left to a specialized portfolio manager while financial planning duties are best left to the certified planner.

«Find the one which gives you the most credits for the type of items you most often buy,» says Jon Ten Haagen, a certified financial planner in Huntington, New York.

«I think it's a business model that will appeal to people since it complements robo - advisor investment services,» says Birenbaum, a certified financial planner who founded the firm Caring for Clients almost two decades ago.

If you find you have more questions on Social Security issues, a certified financial planner can help you run through various scenarios taking into account the income streams available to you, ongoing investment returns, taxes and other parts of retirement planning.

Jim Otar, a certified financial planner and founder of RetirementOptimizer.com, has an easy rule of thumb you can use to find out.

«The best way to find the best loan is to try a few different companies and actually go through the process of applying to see the official rate you would be getting,» says Erik Kroll, a certified financial planner with Hilltop Financial financial planner with Hilltop Financial Financial Advisors.

To find a trustworthy financial advisor or certified financial planner, don't immediately hire the first advisor you come across during a Google search.

Oak Brook, Ill. - based certified financial planner Elizabeth Buffardi tells MagnifyMoney that after examining one of her client's expenses she found the client was spending a lot of money at drugstores picking up snacks and little things after work.

Michael Burton, a certified financial planner, life insurance broker, and life insurance counselor who founded Fiduciary Life, said most annually renewable term policies do not require you to requalify each year based on your health, and the premium amounts for most annually renewable policies are defined when you take out the policy.

Taylor Schulte, certified financial planner and founder / wealth adviser of Define Financial, shares some of the best tips she's received when it comes to finding the right job and furthering your efinancial planner and founder / wealth adviser of Define Financial, shares some of the best tips she's received when it comes to finding the right job and furthering your eFinancial, shares some of the best tips she's received when it comes to finding the right job and furthering your education:

CERTIFIED DIVORCE PLANNER (CDP)-- A Certified Divorce Planner is a specialist providing financial advice to those that are divorced or contemplating divorce that find the prospect of dividing their marital property overCERTIFIED DIVORCE PLANNER (CDP)-- A Certified Divorce Planner is a specialist providing financial advice to those that are divorced or contemplating divorce that find the prospect of dividing their marital property overwhPLANNER (CDP)-- A Certified Divorce Planner is a specialist providing financial advice to those that are divorced or contemplating divorce that find the prospect of dividing their marital property overCertified Divorce Planner is a specialist providing financial advice to those that are divorced or contemplating divorce that find the prospect of dividing their marital property overwhPlanner is a specialist providing financial advice to those that are divorced or contemplating divorce that find the prospect of dividing their marital property overwhelming.

A Certified Divorce Planner is a specialist in providing financial advice to those divorced or contemplating divorce who find the prospect of dividing their marital property overwhelming.