Being invested in the market as of late is like being on a roller coaster ride, although for most investors, not quite as fun. Find out what to do with your investments – whether you have a 401(k), stocks, bonds or otherwise – in a volatile market. Certified Financial Planner, Gelasia Steed, offers some helpful guidance.
Posts Tagged ‘financial advisor’
What to Do with Your Investments in a Roller Coaster Market
August 12, 2011Where Can I Find Middle-Class Financial Advice?
August 10, 2011“Failure to plan is planning to fail,” but many middle-class families struggle to get solid financial planning advice. The reason is that the financial planning profession is not well-suited to the needs of most middle-class families. Find out why it’s hard for non-wealthy people to get good financial advice and how to find a financial adviser to help you.
The Best Gift a Father Can Give His Children
June 17, 2011With Father’s Day upon us, children are anticipating presenting that special gift to their dad and visualizing the great happiness it will bring. Of course, any present a child gives us brings great delight. But what about parents? Is there a special gift we can give our children that will make them truly happy – throughout their lives?
Money Lessons from Bankrupt Pro Athletes
April 29, 2011America loves sports and professional athletes are some of our biggest cultural heroes – earning millions of dollars and the adoration of millions of fans. However, despite their massive salaries, many pro athletes are vulnerable to going bankrupt. What are some of the lessons to be learned and mistakes to avoid?
To Defer or Not to Defer; The Ultimate Pre-Retirement Question
April 7, 2011Should you fund your retirement plan (401(k), IRA and Roth IRA), or not? Which plan? How much? As a Certified Financial Planner, these are the most common questions I am asked by clients, workshop and webinar attendees. Ask three people and you’ll probably get three different answers. Here’s my answer (and it is sure to be different as well).
4 Truths about Financial Advice
October 22, 2010If you’ve ever considered seeking financial advice from a professional, make sure you know the score. Some financial advisors may claim to offer free or low-cost services, but someone is always footing the bill – and that someone may have motivations and conditions of his own. Here’s the real truth about financial advice.
The Secret to Building Wealth: Live Frugally
October 18, 2010Many people think wealth comes primarily from owning your own business, holding a high-paying job, investing in real estate or the stock market, or receiving an inheritance – not to mention winning the lottery! Yet these are not reliable wealth-builders. Certified Financial Planner™, Rick Kahler, covers the real secret of building wealth and how you can achieve financial success of your own.
3 Steps to Remove Financial Stress from Your Life
October 7, 2010When Jennifer and Rob came to my office, they were desperate and despondent. With three young children and a boatload of credit card debt, they felt they were helpless to improve their life. They had tried to change their free-spending ways, but felt like failures, adrift, fighting against the current of continual financial stress. If you’ve ever felt the weight of financial stress, try the GAT method before money ruins your life. Certified Financial Planner®, Tammy Kraig, explains how this works.
Playing Parent to Your Finances
September 28, 2010You may think that money is a strictly grown-up subject, but dealing with your personal finances has a lot in common with raising your children. In the end, we want to help our finances and children to grow from cute, charming, helpless little creatures into self-sufficient, mature and independent beings. Certified Financial Planner, DeDe Jones, explains how to play parent to your finances.




