Tags » Financial Planning

Finding a Fiduciary Financial Advisor

A Critical Life Skill? 

[By Rick Kahler MS CFP® http://www.KahlerFinancial.com

In today’s complex world of technology, regulations, and finance, a critical life skill is finding advisors and service providers we can trust. 767 more words

Financial Planning

Providing for Pets

By Bob Veres

This summer, the entertainment world lost one of its most prominent and popular figures: Joan Rivers.  When her estate planning documents were unveiled, it became clear that she was a careful planner of her legacy–and also a devoted pet owner.  383 more words

Financial Planning

Switching banks? How to do it with minimal hassle

TORONTO – Soured by problems with the bank he had been using for years, Johnny Hollick was looking for a good reason to take his money elsewhere, and a free iPad seemed like the perfect incentive. 876 more words


Who Is The Player? Who Is The Coach?

In financial planning of any kind, retirement, estate, succession or whatever, the client is the player and the advisor is the coach.  There are many arrangements that are not like that. 383 more words

Don Shaughnessy

Benefits And Advantages Of Financial Planning

What is financial planning? It is one of the important questions required befitting answers as many people misunderstand this phrase. They think financial planning is meant for the big and corporate enterprises, it is not applicable for medium and small enterprises, as everything can be decided on the day to day business. 466 more words

Global Consulting Services

What is needed to have an effective Financial Plan

When we talk about an effective financial plan, we want to make sure we properly describe what we mean by that.
An effective financial plan is a plan that includes every necessary or normal part of our financial needs and objectives. 169 more words

Financial Planning

Ask Your Financial Adviser If It Is Better To Repay Your Home Loan Or Invest Elsewhere?

Home loan interest rates are currently at historic lows.  A common question currently being asked is whether it is better to keep making additional repayments to a home loan or to reduce those payments and invest the additional payments elsewhere? 56 more words