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How to Choose your Financial Advisor

Wednesday, 21 December 2011 00:10 by Jacki It’s been said that some people spend more time on choosing an automobile to purchase than they do on selecting a financial advisor. If that observation has a ring of truth to it, it may be because people are familiar with the daily driving experience and the ease of determining one’s preferences. In contrast, financial management is a task that, for most people, involves decisions and considerations that they know little about. Similarly, they are ill equipped to assess the qualifications of those who seek to provide financial services. [More]


Keeping Important Documents Up-To-Date

Monday, 28 November 2011 20:39 by Jacki If you’ve taken steps to protect those who depend upon you – such as obtaining life insurance, writing a will, or developing a trust – give yourself a pat on the back. If you haven’t taken those steps, you should. Having a will and/or a trust helps to ensure that your hard-earned assets are distributed properly, and life insurance can help your spouse, children, and any other dependents meet their financial needs if you can’t. [More]


Investing Blunders to Avoid

Tuesday, 28 December 2010 22:12 by Jacki When it comes to investing, emotions and anxiety run high. One mistake can cost you thousands. With a good plan in place, you can rest a little easier. Here are some investment mistakes to avoid. [More]


Choosing a Financial Advisor

Saturday, 16 January 2010 15:46 by Andy There are many times in your life that a decision you make will have lasting and long term consequences on the rest of your life. Choosing a financial advisor can be one of those decisions that profoundly impacts on the rest of the future, either positively or negatively. [More]

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Categories:   Planning | Advisors
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