Financial planning is essential to building, protecting, and distributing wealth. Sound financial planning covers a number of different areas: retirement planning, investment management, protection planning, estate planning, college planning, and behavioral finance among others. Dig into these articles to find ways that you can remove the guesswork when it comes to your financial life.
There are many misconceptions about financial planning. One of the questions I routinely hear from young people is, “I’m young, do I really need a financial advisor?” It’s a great question but I think you could ask fifty people that question and you’d get fifty responses. My job as a financial advisor is to craft a [...]