Talking to a financial advisor can be a very intimidating task. Thankfully, Rick “The Professor” Plum, CFP® and John Dean are here to discuss some of the topics you may want to consider when speaking with your financial advisor. Remember, everyone’s personal situation is different, and what may work for one person may not be a fit for everyone.
Personal Finance Results
The new year has begun, and that means there’s very little you can change at this point to impact your financial goals for 2014. But it’s a great opportunity to look ahead and see what you may do to potentially help you reach your financial goals for 2015.
Have you resolved to do a better job with your finances in 2015? Great! But keep in mind that people who make New Year’s resolutions tend to forget about them within a couple of weeks.
Large ups and downs in the stock market can be scary for a new retiree. When volatility reigns, those who depend on their portfolios for support through their retirement years can start to feel queasy.
When deciding whether to sell your business, there’s more than just money to consider. Your business has likely been a big part of your life for a while, as have its employees.