Adjust Your Financial Plan as Needed

Situations change, and the timeline you currently have in mind may not work out quite the way you were hoping it to. Things may be sped up or they may not happen as quickly as you like. You can contin

Ask for Help From the Experts

If you want to invest money for your children’s education or retirement, find a financial planner who can help you set up a solid investing plan. If you have spending issues, you may benefit from atte

Make Sure You Are Budgeting

Your budget is the key to the success of your financial plan. Your budget will let you see how much extra money you have to set aside for these goals. It will identify problem areas when it comes to s

Break Down Your Plan Into Manageable Steps

Once you have identified your needs, you can break down the steps that you need to get there. For example, if you want to purchase a home, you will need to reduce your debt and save up for a down paym

Setting Up Your Financial Plan

In order to start setting up your financial plan, you need to start by thinking long-term. This may go as far as when you want to retire and how comfortable you want to be. If that is too intimidating

Benefits of a Financial Plan

Often goals will deal with one specific area of your finances, which is fine if you need improvement in budgeting or getting out of debt, but then you are left wondering what you should tackle next or

Buying and Selling Investments

If a financial advisor is going to buy and sell securities directly on behalf of clients, they must pass exams administered by FINRA and register with FINRA and state regulators. Often called brokers,

What Those Acronyms Mean

That’s not to say a person who isn’t a CFP isn’t expected to uphold strict ethical and fiduciary standards, especially if they are actively managing clients’ financial accounts. Many financial advisor

Planning vs. Advising

Here’s a crucial thing to remember: a financial planner is a type of financial advisor, but a financial advisor is not necessarily a financial planner, at least not when using the phrase the way most

20 funniest travel quotes you’ve never heard

20 funniest travel quotes you’ve never heard Travel can be stressful, so keep these quotes in mind next time you lose your luggage 12 August, 2011 It’s not her fault. She was homeschooled.