Sentences with phrase «like certified financial planner»

Look for professionals with designations like certified financial planner, chartered financial analyst or chartered financial consultant.

If you're confused, best to insist that your adviser has a well - known one, like certified financial planner, which has strict requirements and carries the weight of the fiduciary standard.

«We're hoping that the takeaway is if you are one of those Canadians who are struggling, you are suffering in silence, it's affecting your marriage, maybe your health, that you're reaching out to someone like a certified financial planner or a non-profit credit counsellor.»

Advisor knowledge levels vary enormously, from what are essentially mutual fund salespeople with basic qualifications to highly - trained experts with advanced qualifications like the certified financial planner (CFP) and chartered financial analyst (CFA) designations.

Not exact matches

You'll have more leeway to meet goals even in the face of unexpected problems like a market downturn, job loss or illness, said certified financial planner Evelyn Zohlen, president of Inspired Financial in Huntington Beach, Cafinancial planner Evelyn Zohlen, president of Inspired Financial in Huntington Beach, CaFinancial in Huntington Beach, California.

Its new Vanguard Personal Advisor Services — low - cost financial guidance provided by an online «robo» platform and a pool of 450 human certified financial planners — launched in May 2015 and, with $ 47 billion in assets, has easily surpassed trendy fintech startups like Betterment and Wealthfront.

Run your details through a life expectancy calculator like Livingto100.com or the True Vitality Test at BlueZones.com, said certified financial planner Carolyn McClanahan, director of financial planning for Life Planning Partners in Jacksonville, Florida.

But it has added services like dedicated advisors and basic financial planning reviews by certified financial planners.

«Financial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock iFinancial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock ifinancial planner with John Hancock in Boston.

If you haven't already done so, when you're in your 60s is a good time to pull together a team of financial advisors, like a financial planner, a tax specialist and a certified public accountant.»

«Big national banks have armies of salespeople trying to sell portfolio management services to their customers, with sexy sounding names like «Private Client Services» and fees that start as high as 1.35 % or greater,» says Randy Bruns, a certified financial planner in Downers Grove, Illinois.

For many people who come into sudden wealth, «the initial instinct is to spend the money like it is going to last forever,» said Horrigan, a certified financial planner whose clients include business owners, doctors and other types of wealthy individuals.

You and your partner may benefit from working with a certified financial planner or a financial therapist, like Ford, who can help you make sense of both the money and your honey.

Steer clear of high - potential investments like stocks, and you could end up outspending your lifestyle, said Joseph Carbone, a certified financial planner and founder of Focus Planning Group in Bayport, N.Y.

Why we like it: As a Certified Financial Planner, Conway knows that how we react to money is just as important as what we spend it on.

If you haven't already done so, when you're in your 60s is a good time to pull together a team of financial advisors, like a financial planner, a tax specialist and a certified public accountant.»

There are even financial planners that specialize in specific life transitions, like Humphrey Thomas, Certified Divorce Financial Analyst ®, of Thomas Divorce Advisfinancial planners that specialize in specific life transitions, like Humphrey Thomas, Certified Divorce Financial Analyst ®, of Thomas Divorce AdvisFinancial Analyst ®, of Thomas Divorce Advisors, LLC.

Online banks like Ally and Capital One 360 might be right for you, suggested Jordan Kunz, a certified financial planner and chartered financial analyst with wealth management firm Sargent Bickham Lagudis in Boulder, Colo..

«They're into the environment and like biking and walking,» says Ayana Forward, a certified financial planner with Ryan Lamontagne in Ottawa.

Start with a laddered - bond ETF like the iShares DEX Short Term Bond Index Fund (TSX: XSB) as part of your core holdings, suggests Chris Rawles, a certified financial planner with RT Mosaic.

But it has added services like dedicated advisors and basic financial planning reviews by certified financial planners.

If cooking dinner simply isn't a habit for you, you can try a meal kit service like Blue Apron, Plated, or HelloFresh to get interested in cooking, suggests Brooklyn, N.Y. - based certified financial planner Pamela Capalad.

«Card issuers like the person who carries a $ 5,000 balance, runs it up once a year and pays it back — that's the bread and butter of the credit card world,» says Ken Clark, a certified financial planner and author of «The Complete Idiot's Guide to Getting Out of Debt.»

Consult with certified professionals, like financial planners, brokers and agents when opening new accounts or shopping for insurance

As we mentioned above, Jeff Rose is a Certified Financial Planner, which means that reading his blog is a lot like visiting a financial planner and getting advice Financial Planner, which means that reading his blog is a lot like visiting a financial planner and getting advice foPlanner, which means that reading his blog is a lot like visiting a financial planner and getting advice financial planner and getting advice foplanner and getting advice for free.

It's smart to get a trusted financial planner (like a Certified Divorce Financial Analyst) to help you build a strategy for a solid financiafinancial planner (like a Certified Divorce Financial Analyst) to help you build a strategy for a solid financiaFinancial Analyst) to help you build a strategy for a solid financialfinancial future.

«In a profession like real estate, you can't predict or control the market, and your income can be all over the board, so divorce can be more burdensome than it is for others,» says Jim Hallett, a certified financial planner based in Port Angeles, Wash..