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Viewing entries tagged with 'fee-only'

What to Look for in a Financial Advisor

Posted by Curtis on 21 October 2009 | 0 Comments

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WHAT TO LOOK FOR IN A FINANCIAL ADVISOR

A framework for finding someone you can trust.

 

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Why Financial Planning Matters in the Toughest of Times

Posted by ICMC Staff on 21 August 2009 | 1 Comments

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Why Financial Planning Matters in the Toughest of Times

Why enlist the services of a financial planner when your holdings are down and you’re facing a host of financial problems? Because as dark as times may seem, you’re actually giving yourself a fresh start in building a stronger financial future.

Indeed, many people don’t make that choice. A recent Financial Planning Association/Ameriprise Financial survey showed that many people try to go it alone when it comes to a financial plan—and they suffer considerably worse performance in their investment and savings goals over time than those who do. The cost of a financial planner may not be prohibitive due to factors we’ll mention below and young people have a particular advantage on their side when using one — time.

Here are some things to know about financial planning process.

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Rich people plan for four generations. Poor people plan for Saturday night.
— Gloria Steinem