Tag Archives: financial planner

Conference Calling As a Tool for Financial Planning

While the term "conference calling" has existed for quite some time, it reflects to a very different concept than it did once before. For years when someone said they had to sit in on a conference call, the call was almost always associated with business. And the individuals that usually participated in the call were… Read More »

Why is Financial Planning Important?

Personal financial planning is important because it provides you with a method of organizing your financial tomorrows for yourself and is unreservedly about planning for the unforeseen and empowering you to have the independence to handle unpredicted events in your life. Successful personal financial planning is there, extremely important for anyone who wants to stay… Read More »

Financial Planning, For Buying A House

We, so often, become, so emotionally involved, with the concept of home ownership, that, we overlook, and forget about, the necessary details, involved, in properly planning, for, buying a house. When one seeks a house, based on, meeting many needs, goals, and priorities, and considering, present realities, and foreseeable contingencies, he, generally, remains happy, with… Read More »

How to Choose a Great Financial Planner

Most people can benefit from the input of a financial planner into their financial affairs. However, the kind of planner you choose may depend on what your goals and needs are. Since you need finances to do almost everything in life you may see getting help from a financial planner as very important. Your age… Read More »

Best Tips for Financial Planning

Financial planner makes the business profits and adds the value of the business. It has three statements to develop a business plan. They are Preparing Balance sheet Preparing Cash flow statement Preparing Income statement Financial planner process will refer to an annual projection of records. The records should maintain the expenses and incomes of company,… Read More »

Finding Your Financial Advisor

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of Labor’s fiduciary rule confusing financial consumers even more. It is critically important to understand if your financial advisor will be acting as a fiduciary for you or, instead, seeking investments that are suitable for you. It is… Read More »

5 Things to Consider While Selecting a Financial Planner

Unlike someone calling himself a CPA or a physician, just about anyone can call himself a "financial planner" or a "financial advisor" regardless of their educational background and professional experience. Moreover, not all of them are unbiased in their advice and not all of them always act in their clients' best interests. To ensure your… Read More »