So she makes an appointment with a doctor, a CPA or a financial planner.
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As a financial planner, I understand the focus of business on the bottom line.
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For example, I did a video guest spot with a friend who is a financial planner.
Kies, a financial planner with the Planning Center, a financial-planning firm in Moline, Ill.
"Real estate provides an inflation hedge, " says Elizabeth Barrett , a financial planner in Plantation, Fla.
Work with a financial planner who adheres to the Fiduciary Standard to help guide you.
Tricia Senzel got laid off from her job as a financial planner at UBS in 2009.
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Anyone can claim to be a financial planner whether it is true or not.
As a financial planner, I have seen the worry over financial devastation at end of life.
She is now working with a financial planner focused on helping his clients live the high life.
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One key step is to work with a financial planner to determine your projected retirement income needs.
So Remjeske, a financial planner who returned home to Minneapolis for surgery, set out to trim his costs.
As a financial planner I do everything I can to help people build and then meet realistic expectations.
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Ms. Neubauer advised that the winner consult with a financial planner and lawyer.
Subsequently, my husband and I looked for a financial planner in our area.
Likewise, Allan Roth, a financial planner at Wealth Logic in Colorado Springs, Colo.
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Mr. Nestora took up entrepreneurship last year after getting burned out from working as a financial planner for 40 years.
After waiting three years for rates to rise, Jenny Fleming, a financial planner, is putting client funds into dividend-paying stocks.
Work with a financial planner who specializes in investing and discuss the different types of risk your strategy is vulnerable to.
Carl Richards, a financial planner in Park City, Utah, has a knack for taking complex financial concepts down to their simplest form.
Troy Onink, a financial planner who specializes in college planning and the CEO of Stratagee, will be joining us throughout the chat.
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The lead story in our semiannual investment guide talks about what you will encounter if you shop around for a financial planner.
"The dollars and cents often don't make sense, " says Deana Arnett, a financial planner with Rosenthal Wealth Management Group in Northern Virginia.
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In my job as a financial planner, I work with wealthy clients.
After almost 20 years as a financial planner, I have found that many of the best insights have come from my females clients.
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The lesson here is simple: even if it feels uncomfortable, get second opinions and consider using a financial planner for a longer-term plan.
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It's never a good idea to blindly accept a piece of advice, even if it comes from the mouth of a financial planner.
Lucas, a financial planner and university regent, defeated Republican Gex "Jay" Williams, also a financial consultant and a veteran of the state legislature.
One recent case: In New Jersey a financial planner named Thomas Swarts promised clients 14% returns in a "special money market account" he knew of.
Did you consult a financial planner or advisor or an accountant?
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