Planning for Retirement in Stages Provided by: Jason F. Payne, CFP While summer vacations and national holidays typically provide a break for everyone who would be considered a member of the working public, there is one big brea... Read more »
A Rebalancing Act Provided by: Jason F. Payne, CFP “Don’t put all your eggs in one basket.” If this everyday piece of advice comes to mind when thinking about your investments, then you may already under... Read more »
What to ask a financial planner Finding a good financial planner can be a daunting task. However, if you take the time to methodically go about the task, then a lot of guess work can be taken out of the equation. Here we provide good tips to help ... Read more »
How a Financial Planner Can Help You Like most people, you have a financial vision or do you? Have you really thought about your long term hopes, dreams and life goals not only for yourself but for family as well? If not, then it is high time you ... Read more »
Overview A Financial Planner or Personal Financial Planner is a practicing professional who helps people to deal with various personal financial issues in regarding proper planning in the following areas: education, retirement, investment, risk ma... Read more »
Getting Started Welcome to our financial planning guide at FinancialPlanners.com! It is our goal to take the guesswork out of what it is to plan your finances and what it is to have a professional “financial planner” do it for you. To begin, ... Read more »
When you are just starting to invest money, it can often be difficult to understand exactly what it means to invest and where your money is going. Working with a financial planner is a good way to invest wisely, as financial planners are trained a... Read more »
Taxes can be a real source of stress to many people come April 15. There are many things to remember and so many details, it can be tricky to get everything completed efficiently and properly. With proper financial planing, taxes can be straightfo... Read more »
If you are starting out a new business, or even if you manage a well-established business, financial planning for businesses is crucial. One of the top reasons businesses fail is to due to a lack of financial planning. Meeting with financial plann... Read more »
When you are starting out with a new financial planner, it can be difficult to determine whether it's a right fit. You need to find a financial planner who is honest, trustworthy, and hardworking. You also need someone who has your best interest i... Read more »