Tag Archives: financial planner
7 Money Lessons from the Bible
Who knew the good book contained wisdom for your life and your finances?
The Bible is not only a source of inspiration, comfort, and a guide for living,…
By Sheiresa Ngo
Who You Gonna Call?
Seven financial “friends” everyone should have on speed dial
Here are seven financial “friends” to add to your personal, business, and social media networks.
By Vicki Lee Parker
Investing 101: How to Pick a Financial Advisor
Choosing the wrong one can be a nightmare�just ask Bernie Madoff�s clients
Working with a financial advisor (consultant or planner) can not only be financially rewarding but…
By Patricia Stallworth
Pick the Right Financial Professional
The difference between a CFP and a CPA and more
Financial advisers aren’t all created equal. They each come with their own set of credentials…
By Bridget McCrea
How to Tell if You Need a Financial Planner
Here are some reasons people decide to work with an adviser
Families and individuals seek out financial advisers for any number of reasons. The National Association…
By Bridget McCrea
How to Choose a Financial Planner
Professional advisers operate in a variety of ways —and get paid differently too
The key to finding the right financial planner is to find a competent, qualified professional…
