When you hire a financial planner in NH, you are putting a ton of trust in that person. They’ll have access to all of your financial information, and they’ll be advising you on very important (and expensive) life decisions. It’s critical that you work with someone you trust, and someone who has your best interests […]
What You Should Ask Your Financial Advisor
If you decide to work with a financial advisor, it’s important you find someone who understands your goals and has the credentials and experience to support you in your financial journey. Here are some of the most important questions to ask when you’re interviewing potential advisors: Are You a Fiduciary? Unfortunately, not all advisors are […]
Are Financial Planners Valuable?
In our last post, we talked about how a financial planner could help you get organized. But what about the dollar value of that investment? Are financial planners valuable? A document from Morningstar aimed to quantify the real value of financial planning. According to the document, planners can add 1.82% “annual arithmetic return to clients through […]
How a Financial Planner Can Help you Get Organized
If you’re taking advantage of this time of year to get organized, don’t forget about your financial life. If you’re looking for a money overhaul, a financial planner can be your best resource. Here is how a financial planner can help you get your life – financial and otherwise – organized: A Financial Planner Helps […]
Four Misconceptions about Working with a Financial Planner
Working with a financial planner is an investment of your time and money, so naturally, you’re going to want to do your research ahead of time. But while you’re looking for your ideal CFP, keep these common misconceptions – and their truths – in mind: 1. Only rich people need financial planners. Many […]