Real Financial Planning or Wolf in Sheep’s Clothing?

“It just goes to show you, it’s always something — if it ain’t one thing, it’s another.” real financial planning Remember Roseanna Roseannadanna? Gilda Radner’s Saturday Night Live character was the Weekend Update consumer affairs reporter with the catch phrase: “What are ya tryin’ to do, make me sick?!” I wonder what Roseanne would say

How Should I Invest? – 2019 Trends in Investing Survey

The “2019 Trends in Investing Survey” was published earlier this month in the Journal of Financial Planning. Our Money Man, Certified Financial Planner Paul Fain, joins us now to review the survey’s findings. ACCORDING TO THE SURVEY, WHAT ARE FINANCIAL ADVISERS RECOMMENDING TO THEIR INVESTMENT CLIENTS? 88%        Exchange-Traded Funds (increased from 40 percent of advisers

About To Graduate? Here Are Five Things To Do Now!

Usually when we financial planners speak of financial independence, we’re referring to “retirement.” However, I strongly believe that the range of financial decisions that come with attaining adulthood (often accompanied by graduation around the same time) are just as critical – if not more so – than planning for retirement. After all, the foundational choices