Considering working with a financial advisor in NH? The right professional can help you establish a plan and roadmap to financial success. And the best financial advisors will use their knowledge and expertise to provide you a huge ROI for their services. But how to choose that “right” professional? Don’t be afraid to ask these […]
FINRA BrokerCheck – Do You Know Your Advisor?
Do you know what the FINRA BrokerCheck is? The Financial Industry Regulatory Authority (FINRA) is a governing body for financial advisors and they offer a free tool to check the background of your advisor. They say “BrokerCheck is a place to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and […]
Technology is Changing the Game
Technology is changing the way financial planning is conducted and how it’s presented. It has provided advisors efficiencies to handle more but it is also changing the game for consumers. No longer do you have to wait for that awkward conversation with your parents/friends […]
Goals. It’s a Generational Thing
Financial advisors often state that they can help you reach your goals and objectives (including myself) but what does that really mean? Well, it really depends. It depends what stage you are in your life and […]
What a Certified Financial Planner (TM) Brings to the Table
Choosing a CERTIFIED FINANCIAL PLANNER (TM) should be one of your top requirements when looking for guidance (as well as their compensation structures). Last week, I was reading Sterling Raskie’s blog about “How to Save More” and number 8 struck me as one of the most important items on his list. Some things are not taught […]