Financial Planning Association

Money Matters – Financial Planning Week: Protecting Your Assets

This is the CYA part of your financial plan. Step 5. Cover Your Assets!

WBZ NewsRadio 1030–10/07/2011

Money Matters – Financial Planning Week: What Have You Got?

You will need to figure out your net worth and do a cash flow to figure how and where you are spending your money.

WBZ NewsRadio 1030–10/04/2011

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

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

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