Certified Financial Planner

Who is "Patricia Russell"? Not a certified financial planner, for one.
The earlier you start teaching your kids about money, the better -- for everyone.
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If you came to me for advice on accounts you already have we may need to keep them to avoid surrender charges, or to avoid
My husband and I just got home from a wonderful week celebrating July 4th in Ptown, MA. The sculpted sand dunes were really something and the sculpted abs weren't so bad either.
Six Steps to Take Women save More About the Author: Blake Fambrough Financial Advisor with Dubots Capital Management attended
On the one hand, there's a lot of denial going with our emphasis on youth in gay male culture. On the other, there was a whole generation of gay men who perished during the AIDS crisis meaning that today's Boomers and Gen-Xers don't necessarily have a road map to follow from those who came before us.
So does it pay to work with a Certified Financial Planner®? Yes, our advice pays for itself and Vanguard quantified it for
If your financial advisers are supposed to work as fiduciaries (that is, putting your interests ahead of their own), yet support presidential candidates who want to make us second class citizens again, are they really serving your best interests?
Yes, small business owners do have options. One option is the Roth IRA. A Roth IRA is a fantastic vehicle to prepare for
To help you make a well-informed decision, there are four major areas in which a financial planner can directly add value
Even if your financial house is in order and you're on-track with your goals, accounts and investments, cash value life insurance is something worth considering.
Fulfilling any meaningful financial goal means saving a lot of pennies, true, but it really can be easier than you think. One of the first tips I give my clients is to look for ways to save money that don't actually require you to cut back.
A FIA is a great financial solution to the aging generation that fears they will outlive their income. I encourage you to
By pooling their resources as housemates, Golden Girls' hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement.
Just when you thought it was safe to be a lottery winner comes the buzzkilling news that many winners, even those in the multimillion dollar range, manage to blow through their windfalls and are back to broke in under seven years.
There are many more analogies between physical fitness and fiscal fitness. One thing I can guarantee is that if you stay on the couch watching TV you most likely won't see amazing results either physically or fiscally.
I'm in my late thirties, have a great job, and about to get married. Unfortunately, though, I don't feel that I have a real handle on my finances, especially as I look ahead to married life. Is there a good way for me to get up to speed?
OK, I'm not going to call the following your Financial New Year's Resolutions because too many resolutions get broken all too easily (yes I'm talking to you, cheesecake!) But these 5 steps really do have the power to transform your money picture from meh to mega.