Tips on Choosing a Financial Planner
Determine your general financial goals and/or specific needs (insurance policy analysis, estate planning, investment advice, college tuition financing, etc.) to better focus your search for a suitable financial planner.
From Our Columnists This Week
- Ms. Money’s Tips for Buying a Car Tiffany Bass Bukow
- The Importance of Financial Planning Edmond Walters
- How Much Money Do You Need to Retire? Jan Cullinane & Cathy Fitzgerald
- Preparation is Key to Survive a Labor Strike David Diesslin, CFP
- Face Your Financial Fears! Part One
- Face Your Financial Fears! Part Two
- The Female Finance Factor
- What Do Women Want?
- On Being Rich: #1
- On Being Rich: #2
Tiffany Bass Bukow
- Women Who Empower Women
- 5 Places to Put Your Money Besides the Stock Market
- Saving for Your Child’s Future
- Investing Games for Kids
- Get Your Financial Life Organized With Less Effort
- Investment Clubs: Is There Safety in Numbers?
- Focus Your Life and Achieve Financial Prosperity
- Five Resources to Manage Your Money
- How Networking Can Increase your Net Worth
- Living Simply
- Back-to-School Money Rules
- The Frightening World of Identity Theft
- Some Good Used SUVs for Your Money
- Cars – It is the Season to Save Money
- Tips to make your vehicle go the distance
- Transportation should provide enjoyment, not a financial burden
Certified Financial Planner Board
- A Flexible IRA for Beginning Investors
- ABCs of Financial Aid
- Buying on Margin
- Choosing the Best Online Broker for You
- Common Online Investing Mistakes
- Control Your Property’s Destiny
- Focus on 401(k)s
- How to Keep Your Records From Keeping You
- Minutes, Mail, and Money
- Sudden Wealth Syndrome
- Taxing Matters
- To Own or Owe?
- Underwater Options?
- What is the Wash-Sale Rule?
- A Killing on Wall Street
- House Hunting Made Easy
- Looking to Diversify?
- Profiting With Principle
- 10 Steps to Side-Stepping Used Car Scams
- Assisted Living Facilities
- Dot.cars: Buying a Used Car Online
- Tax Time: Self-Help for the Self-Employed
- Can a Banking Regulation Be Your Good Friend?
- Is Internet Banking Private #1
- Is Internet Banking Private #2
- Is Online Banking Safe?
- The Details About E-Bills and Bill Payment
- What’s All This About Online Banking?
- Back to the Future
- Break the Glass Ceiling …and Install a Sky Light
- CFO of the Household
- Closing in on a Bargain Basement
- Counting Candles
- Flex Plans in a Nutshell
- Fun With Venture Capital
- Getting Mileage Out of Your Credit
- Give Up Your Biggest Vice!
- Going Clubbing
- Going Soho
- How to Choose an Online Broker
- In the Driver’s Seat
- Is Your Bank a Money Siphon?
- Life Cycle Funds
- Miles Away
- No Pain, No Gain
- pH Balance and P/E Ratios
- Portfolio Tracking
- Real Estate Investing
- Risky Business
- Sharing the Wealth
- Shopping for Mutual Funds
- Take the Money and Run
- Tapping Your 401(k)
- The Month Before Christmas
- The Road Less Traveled
- The Ups and Downs of Trading Online
- Thumbing Through Index Funds
- What the Heck is an IPO?
- You Can’t Please Everyone
- Driving to Savings
- Saving Money Games
- Pet Savings
- How to Find Missing Money
- Free Money for Charities
- Benefits of Making A Budget
- 5 Questions Your Banker Can’t Ask
- Are ATM Credit Cards Worth Having?
- Between the Lines of Real Estate Appraisals
- Credit Repair in 6 Steps
- Debt Ratios Simplified
- Fair Housing or Is It?
- Finding a Bank with a Social Conscience
- How Long Can a Bank Hold Your Check?
- How to Avoid Credit Card Fraud
- How to Read a Truth-in-Lending Disclosure
- Must My Husband Sign for My Credit?
- No More PMI Abuse
- Revolving Credit Making Your Head Spin?
- Scoring Some Credit
- What Exactly IS a Finance Charge?
- Who’s Looking at Your Credit Report?
- Why Do Banks Collect Racial Information?
- You’ve Been Declined for a Loan–Now What?
Mary Jo Barnett
Barbara Shapiro, CFP, CFS, CDP
Doug De Carlo
- Top Five Warning Signs Your Project is in Trouble
- Are You Cut Out for Independence?
- Independents: Top 10 Mistakes You Should Avoid
- Ten Ways to Find New Clients
- Organizing Your Home Office: Getting Started Part.2
- Two eWorkers, One Apartment
- Budgeting Your Time
- Six Tips for Curbing Work-at-Home Interruptions
- Managing Your Offsite Relationships