Certified Financial Planner

Financial Planners

Hiring A Financial Planner

It usually takes a life event to push an individual into hiring a financial planner.

WBZ NewsRadio 1030–09/05/2014

(credit: CBS)

How And When To Hire A Financial Planner

It usually takes a life event to push an individual into hiring a financial planner.

WBZ NewsRadio 1030–09/06/2013

Financial Planners

Where Can I Find A Good Financial Planner?

So how do you find a good financial planner? Begin by asking your friends, work associates, and relatives if they use a financial planner.

WBZ NewsRadio 1030–12/07/2012

Financial Planners

Hiring A Financial Planner

Most of the questions from listeners are about credit and hiring a financial planner.

WBZ NewsRadio 1030–09/07/2012

CFP, Financial Planners

Questions From Listeners: Where Can I Find A Good Financial Planner? Are You Available?

It is always flattering when a listener asks if I will be their financial planner.

WBZ NewsRadio 1030–12/09/2011

Financial Planners

Money Matters – The Other New Year: Hiring A Financial Planner

The two major things listeners write to me about are credit and hiring a financial planner.

WBZ NewsRadio 1030–09/09/2011

Money Matters – IRAs: Getting Your Money Out

Minimum required distributions known as MRDs normally must begin at age 70½ for your IRAs except the Roth IRA.

WBZ NewsRadio 1030–05/27/2011

Financial Planners

Money Matters – Questions From Listeners: Where Can I Find A Good Financial Planner?

It is always flattering when a listener asks if I will be their financial planner.

WBZ NewsRadio 1030–12/10/2010

Follow

Get every new post delivered to your Inbox.

Join 2,858 other followers