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Mar 20, 2012 | FINANCIAL PLANNING

AAII reports in their March 2012 edition that “a majority of advisors are investment, not financial planners.”

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Planning on buying a home this summer?

Planning on buying a home this summer?

There are a few things to keep in mind. The standard way of going about purchasing a home is to ask the bank how much you qualify for, picking the neighborhood you want, and getting a 30-year mortgage. There are many pitfalls with this process. The better way to do it...

Financial Planning Case Study Six

Financial Planning Case Study Six

The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For example, we just helped some twenty...

Financial Planning Case Study Five

Financial Planning Case Study Five

The purpose of financial planning is to attain financial security, which everyone defines differently. In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible. For example, we just helped some twenty...