Tag: Planners

Are Financial Planners also Financial Advisors? – updated Nov 2014

Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise. Financial advisors are...

Is Your Financial Planner an Insurance Agent? updated Oct’14

It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...

Finding the Best Financial Planner: NOT EASY! – Updated August 2014

Identifying the best financial planner is not easy because anyone can call himself a financial planner. Plus, there is no licensing for planners and no...

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