Financial Planning

7 Financial Planning Myths and Truths

Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...

Portfolio Theatrics: Surviving Market Volatility

There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...

The Quick List of Financial Designations

Understanding financial designations is one of the first steps in selecting the right financial professional for your needs. To that...

When to Hire a Financial Advisor

Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...

How a Financial Advisor Can Make Your Life Better

Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...

Benefits of a Great Financial Advisor

This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...

What You Can Expect to Pay a Financial Advisor

This article is a guest post written by Scott Frank, founder of Stone Steps Financial.  Scott and I became friends...

Why You Need to Carefully Choose a Financial Advisor

Today’s post is brought to you by Timothy LaPean, owner of Thoughtful Financial Planning. Timothy and I became friends through the...

Financial Planning Uncovered

This post was written by Anjali Jariwala, founder of Financial Investment Tax Advisors. Anjali and I became friends after meeting at...