In last week’s post about how to find the best financial planner for you, I covered the various business models advisors use to generate income. Beyond knowing how an advisor earns her keep, another critical consideration… Read More
Finding the Best Financial Advisor for You – Advisor Compensation
Our most recent blog posts have covered what you should look for in a financial plan, and whether you need a financial plan. If you have decided you do want to work with a planner,… Read More
Who Needs a Comprehensive Financial Plan
In last week’s blog post, I covered what every financial plan should include regardless of whether you were concerned with retirement planning, planning for an inheritance or some other issue. This week, I want to… Read More
What Does a Personal Financial Plan Include?
If you have considered working with a financial advisor on a personal financial plan, but have held off because you weren’t sure what the plan would include, this post is for you. The confusion around… Read More
A Fee Only Financial Planner’s Resolution – Implementing a Budget
One of the biggest financial changes my wife and I made over the last year was to put a budget in place. It may seem strange that a fee only financial planner wouldn’t have a… Read More
What I Wish A Financial Planner Had Told Me
I didn’t begin my career as a financial planner. Although I always had an interest in finance, an early opportunity to work in the music industry and travel the world was too good to pass… Read More
Financial Advisors: An Inheritance Investment Case Study
In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep… Read More
Invest an Inheritance
As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved… Read More
Know Thyself, Then Plan
When I first began working as a financial advisor, I was convinced the correct answers were in the numbers. Put together a plan, determine a savings rate, hang on through the ups and downs of… Read More
What is Wealth Management?
If you’re seeking financial advice and fall into what the industry considers “high net worth” – typically over $1 million in investable assets – you’ll often be steered towards wealth management. However, in many instances… Read More