-
What Should You Really Be Getting Out of Your Financial Plan?
The term financial plan gets thrown around casually these days. The term financial advisor is, believe it or not, equally applied to insurance agents, stockbrokers, investment adviser representatives, and those with advanced designations such as the Certified Financial Professional (CFP®). That said, some financial planners will deliver, what I call, “an assessment that does not…
Free Reading Materials
Article Categories
- 401K investing
- 401k planning
- Advisor Fees
- Articles on Divorce
- Behavioral Finance
- College savings planning
- Employee Benefits Planning
- ESG investing
- Family Finance
- Financial planning
- Financial planning for women
- Financial wellness
- Guest Contributor
- Investing
- Married women
- Retirement planning
- Single women
- Small Business
- Student loan debt
- Tackling Inflation
- Tax planning
- Values based financial planning
- Values-based investing
- Widowed women
- Women in a Divorce
Recent Posts
- Misunderstood Student Loan Repayment Issues
- The Risks of Delaying Investing: How Procrastination Can Cost You Substantially
- Can a Little Financial Education Calm Your Money Fears?
- Does a Better “Investment Returns Recipe” Actually Matter?
- What is the real key to true sustainable investing?
Tags
401k AssetMap Behavioral finance college planning Estate Planning Financial Advisor Financial goals Financial planner Financial planning financial wellness Investing Retirement Retirement planner Tax wealth management