Financial planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals - it’s about how you feel and what you want.
For me, becoming a CFP® started when my wife was pregnant with twins. During the nearly three years of CFP prep I was starting my business, studying, taking exams and feeding a baby girl in each arm!
Start your planning now to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are a lot of changes that will help savers put more away for their future spending needs.
Factor-based investing represents a dynamic tool designed to help you achieve specific investment goals. Direct targeting of factors through factor- based mutual funds and ETFs may offer the many benefits of traditional active mutual fund investing but at a lower cost and with less manager risk.
From time to time, I put myself in challenging situations. Ten years ago, between September and October 2008 during the Great Recession, I decided to start my own financial planning and investment management firm.
Putting a value on an intangible service like financial planning can be difficult. Here are six core values I follow to help measure the return from a good financial planner or advisor.
Over the years, as I have worked outside, I have thought about the relationship between gardening and personal finances. The number of similarities between the two is quite long and we can apply many of the principals of gardening to finances or vice versa. Keep reading to see some examples.
