Archives by Tag 'certified financial planner'

So What Do All Those Letters Mean?

By Linda Leitz - Last updated: Tuesday, October 25, 2016

Many of us look to professionals to give us valid financial planning and investment advice.  This seems reasonable.  People choose to have a professional help them with many aspects of their lives.  It may be having a competent attorney write or review your will or having a professional auto mechanic change the oil in your […]

Standard of Care

By Linda Leitz - Last updated: Tuesday, July 12, 2016

When you ask for financial advice from professionals, what standard of care do you expect from them? Do you expect them to give you recommendations that are in your best interest? Or are you satisfied with having recommendations that are suitable for you within the range of what an advisor has to offer? A fiduciary […]

Hiring a financial advisor

By Linda Leitz - Last updated: Tuesday, December 8, 2015

People sometimes hesitate to hire a financial advisor because they assume that professional advice is expensive. One thing that can be more expenses is no advice. Another is unprofessional, bad advice. Since hiring a financial advisor isn’t an everyday occurrence, it’s difficult to know how to approach it.   Nailing down what kind of financial […]

Financial Literacy

By Linda Leitz - Last updated: Tuesday, June 9, 2015

On I-25 there is a billboard that reports that 20% of high school students drop out. We also hear of our youth reaching high school without the ability to read or do basic math. So it’s not surprising that financial literacy is low, not just among youth but in our general population. Many want to […]

How to Get the Most from Your Financial Advisor

By Linda Leitz - Last updated: Friday, April 17, 2015

Getting professional financial advice can be one of the best investments you make. It is, in fact, an investment, and like any investment, you can do things that increase or decrease that value to you. Here are some tips to help get the most out of your advisory relationship. Do your homework. If your advisor […]

More Good Books

By Linda Leitz - Last updated: Thursday, October 30, 2014

Last week we looked at some good books for folks who want to do some personal finance reading. These books are a bit more specialized and some of them may be out of print and difficult to find. Lots of people want to get control of their spending, but hate to put together and monitor […]

Evaluating Financial Education

By Linda Leitz - Last updated: Friday, August 29, 2014

Learning more about personal finance is a reasonable goal. It’s one of those topics that everyone should know something about, but getting good information can be confusing and frustrating. How do you know if information you find is reliable or not? Free seminars and courses can certainly look appealing. They may, in fact, be very […]

Finding a Financial Advisor that’s Right for You

By Linda Leitz - Last updated: Tuesday, June 28, 2011

If you want financial planning, finding a professional to guide you through the process is a daunting proposition.   Even referrals aren’t always the solution, since many of your friends might not completely understand what their financial advisor does or whether what’s done is right for them.   Finding a financial planner can be intricate and in […]