Working with financial planner Valentine, he reduced the number of stocks from 47 to 27.
So she makes an appointment with a doctor, a CPA or a financial planner.
FORBES: Dare To Be A Better Investor: Tips From Women About Trust
Alternatively BBC Raw has a video guide to surviving redundancy, including an easy-to-use budget planner.
As a financial planner, I understand the focus of business on the bottom line.
FORBES: How "Going Green" Has Changed From Tree Hugging to Profitability
So they turned to Santa Rosa, Calif. charitable planner David Harris of Legacy Solutions.
For example, I did a video guest spot with a friend who is a financial planner.
Boston views the trucks as business incubators, said Lauren Shurtleff, a senior planner for the city.
Jeanne Gibson Sullivan, a certified financial planner and founder of Financially in Tune in Wakefield, Mass.
It sounds prosaic, but it's the first thing a planner will want you to do.
Robin Boyle, an urban planner at Wayne State University, has studied the situation for years.
After all, a smart planner wants your return business, as well as recommendations to your friends.
Once you find a planner, interview him as carefully as you would, say, any key employee.
If you do hire the planner, that charge may go toward the total fees.
Moral: Judge the planner by his performance and references, not the way he structures his fees.
The most important thing to keep in mind is the ability of the planner.
Any disclosure to an attorney, CPA, or financial planner would also result in banishment.
FORBES: SEC Busts $15 Million Ponzi Scheme With 'Fight-Club'-Style Rules
Kies, a financial planner with the Planning Center, a financial-planning firm in Moline, Ill.
"Real estate provides an inflation hedge, " says Elizabeth Barrett , a financial planner in Plantation, Fla.
Jean, a financial planner, got a pot prescription to treat pain associated with lupus.
Work with a financial planner who adheres to the Fiduciary Standard to help guide you.
The 30-year old event planner was a perfect match for Marshall, creative director of Absolutely Blooming!
FORBES: Women Business Owners Partner to Bring Prosperity and Peace
Nor is family planner a role that could be played with any credibility by Joseph Estrada.
Tricia Senzel got laid off from her job as a financial planner at UBS in 2009.
FORBES: From Laid-off to CFO: How to Relaunch a Career After a Layoff
The planner says she's impressed that the Hansens are thinking about their retirement needs.
Roth is a well known author, financial planner, and the proprietor of Wealth Logic.
These days, you see, the aim is to fool the tax man, not the central planner.
For complex estate planning, the adviser also can work with an attorney, accountant or financial planner.
Anyone can claim to be a financial planner whether it is true or not.
That is the strategy that Jeffrey Cutter, an accountant and financial planner in Mansfield, Mass.
Lee, a certified financial planner, remembers talking with tearful employees at a Sara Lee plant that was being shuttered.
应用推荐