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Financial Planning Guides

Considering Taking Control of Your Financial Life

The Short Story:

Oversight? Bankers Don't Need No Stinkin' Oversight! Keep an eye on these under-the-radar companies Not All Car Companies Are in Trouble

Knock Knock: You Need a Financial Planner

Friday Mar 13, 2009

Eleanor K. H. Blayney, CFP® is the Consumer Advocate for Certified Financial Planner Board of Standards, Inc. Here she makes the case for why you should figure out what a financial planner does and then go out and get one.


Financial Planners as Fiduciaries

Monday May 18, 2009

There has been a lot of talk about financial fiduciaries recently and what it means to be one or work with one. So far, most of the talk has taken place within the financial planning and investment advisory professions. The term "fiduciary," however, has not eased its way into Starbucks chit-chat or office gossip. If there were ever ...


Consider a Young Financial Planner

Wednesday Apr 29, 2009

Eleanor Blayney, Consumer Advocate for CFP Board, says there's no need to run from a young financial planner. It's tougher to build a long-term relationship with an advisor on the verge of retirement.


Considering Taking Control of Your Financial Life

Monday Apr 6, 2009

Tired of seeing rich people everywhere? Well, we can't make you the next Warren Buffett, but with a few simple moves WeSeed can help you gain control of your own financial life.


Investing in Real Estate and Becoming a Landlord

Wednesday Apr 22, 2009

When it comes to direct investing in residential real estate and becoming a landlord, you should ask yourself: “What am I getting into?”


The First Four Steps Toward Financial Freedom

Tuesday Apr 7, 2009

If you're new to the personal finance game and still don't know where to start in getting organized and financially fit, check out these four integral tips.


5 Steps for Getting Your Investments Back on Track

Tuesday Jan 20, 2009

Knowing what assets are safe and having strategies to pay down your debt are the first steps in securing your financial future. But, in order to put your money to work, it’s time to think about investing again. In the end, money in the mattress will not grow. Indeed, inflation chips away at inactive cash like so many drips from ...


Grilling Guide: Questions to Ask When Choosing a Financial Planner

Questions to ask a potential financial planner.


Twenty Steps to a Strong Portfolio

Tuesday May 13, 2008

If you're trying to pick up the pieces, pick carefully. Looking to hasten your portfolio's recovery? No doubt you are anxious to avoid further foolish mistakes. To that end, be sure to follow these 20 rules of portfolio building: 1. Those who amass impressive portfolios are sometimes good investors. But they are almost always ...


Advice For Getting the Right Financial Planner

As we mentioned before, it’s best to go with a certified financial planner (CFP), which is an instant signal of credibility – but not a guarantee of same.


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