Deciding who the right financial planner is for you can be daunting to figure out. Here are some things to consider when looking to hire the right financial planner for you.
Category Archives: Financial Planning
With over two decades of financial planning experience, Molly Balunek has observed 7 traits of successful savers and shares her insights.
Learn about the different types of financial planners: fee-only, fee-based, and commission-based and decide which type of financial planner is best for you.
Remember when gas was under a dollar per gallon? Learn how expensive or cheap gas prices really have been over the last several decades.
As 2016 has unfolded, investors are faced with increasing volatility and a US stock market that is officially in a correction. The relentless media coverage seems intent on making investors doubt that a long-term investment plan will continue to work.
Building wealth starts with cash flow – money coming in and money going out. Read about 3 simple steps to start building wealth.
Women tend to be caregivers … of our children, of our spouses, of our parents. While the timing of the caregiving varies, most of us will be responsible for taking care of others at some point in our lives. This caregiving can be physical, financial, or both.
photo by: ErikaWittlieb via Pixabay A friend of mine, Karen Spero, says that, “financial planning is bringing the future back into the present so we can do something about it today.” Karen is retired now. She is also my mentor, and a fellow financial planner who taught me a lot about how to help my clients […]
Don’t underestimate the importance of planning!