planning

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Why is a Bogus Financial Planner so Difficult to Identify?- updated Oct-14

You need to know there are real financial planners and there are bogus financial planners. The fake planners use the title to reduce sales resistance […]

5 Tips for Selecting a Great Financial Advisor

There are three questions you should answer before you start your quest to find, evaluate, and select a great financial advisor. What are the key criteria you will use to determine the competence and ethics of the financial advisor? What documentation will you require that proves what the advisor is saying is true? If two or more advisors are of similar quality, how will you make your selection decision? […]