Finding a Good Financial Planner, Part One

Friday, January 8th, 2010

While everyone should become educated about money, wealth generation, investing and the best ways to expand his or her life, not everyone has the education and experience of a financial planner.

A good financial planner can help you create a personal roadmap to achieve your wealth goals.

Here are some of the things a solid financial planner should be able to do for you:

  1. Help you make a plan to get out of credit debt.
  2. Assist you in setting up a working budget and establishing beginning financial goals for the short-term, such as establishing an emergency fund, college fund and short-term savings. (more…)

Your Best FLOP: Creating Your Own ‘Financial Life on One Page’

Friday, January 8th, 2010

When I was a teen, my uncle suddenly and unexpectedly passed away. He had meticulously taken care of the finances for his family and left my aunt with a solid financial foundation. This didn’t take away the pain of his being gone, but his preparation eliminated additional stress in my aunt’s time of grieving. Today, she is still reaping from what my uncle sowed by having his finances in order. (more…)