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Distressingly Common Investment Advice

Distressingly Common Investment Advice

by Sandi Martin | Aug 20, 2015 | Blog, Investing, Retirement Planning

I was recently part of a presentation for financial advisors, put on by someone whose work I respect (and who I imagine probably would not have said this if he had had more time to think about it). Just before the end, this came out of his mouth: Words I just heard!...
I’m 22…do I need a financial planner?

I’m 22…do I need a financial planner?

by Sandi Martin | Aug 10, 2015 | Blog, Personal Financial Planning

Hi Sandi, I am a 22-year-old and just starting my career. Do I need a financial planner and is talking to a financial advisor at the bank the same thing as talking to a financial planner?  Thank you, Denise — Hi Denise, You know, you have an enormous opportunity...

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