Financial Planning Association
Knowing when you want to reach your goals is your time horizon and that should dictate what you invest in and how much risk you take.
A net worth is a snap shot of where you are financially at a given moment in time. It is a list of your assets and your liabilities.
Review your goals. Knowing when you want to reach them is your time horizon and that should dictate what you invest in and how much risk you take.
So how do you find a good financial planner? Begin by asking your friends, work associates, and relatives if they use a financial planner.
As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.
Review your financial goals. Knowing when you want to reach them is your time horizon.
Everyone can benefit from financial planning.
Most of the questions from listeners are about credit and hiring a financial planner.
How can I find a financial planner I can trust?
It is always flattering when a listener asks if I will be their financial planner.