financial planners
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Question for Moms Who Use Financial Planners
Asked by S.S. from Los Angeles
on July 12, 2010
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How much are financial planners and are they really worth it? Thanks!
Answers
- I don't pay my financial planners. They get a fee from whatever my investments are making. So in a way, they want to make money for me too. I have 2. One from my IRA a...
- Financial Planners typically get paid on your investments that you enroll with them. And if you have a good one, yes they can be worth it. Before you look into ...
- Do you have a 401k thru work? The company that oversees/manages our 401k's, (I don't know if they are called Finanacial planners, advisors, money manages, etc.) has t...
Financial Planner
Asked by D.F. from Boston
on October 8, 2008
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Does anyone have a suggestion for a financial planner? Since our new addition 7 months ago we need term life insurance and are looking to invest some money. Does anyon...
Answers
- Hi D., We've been working with Paul Bougeois with LPL Financial in Winchester since our daughter was born 2 years ago. He is a certified financial planner, and works...
- Hi D., My husband & I have been working with a guy by the name of Chris Norton. He's affiliated with Horace Mann (my husband works in a school district) but manages ...
- Hi D., I can recommend you Modern Woodmen of America. You can reach Dave Orfalea can give you more info. My whole family work with him. You can reach him at ###-###-####.
Looking for an Experienced and Trustworthy Financial Adviser & Accountant
Asked by P.M. from Los Angeles
on May 31, 2009
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Due to being new to Simi Valley, I am looking for a financial adviser and an accountant to help myself and my husband coordinate our financial profolio. Having three ...
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- Hi P., Welcome to Simi! I moved here about 7yrs ago, and LOVE it! I know this isn't what you're looking for, but this coming Tuesday, from 9am-12n, the MOMs Club wi...
- Hi P. I can definately help you out. I came from out of the country and used to have my brother-in-law handle my affairs. He has since retired and it took a long ti...
- Hi P., I just saw your post and I can help. My husband is a financial advisor and CPA. Actually he is an attorney, CPA and Certified Financial Planner. He specializ...
Who Do I Go to for This? Seeking Possible Financial Advisor
Asked by K.P. from Kansas City
on July 11, 2008
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I am seeking someone who can teach me about financial issues. Right now my husband and I could die and I don't know what would happen to our home, our child etc. I kn...
Answers
- I highly recommend Martin Meyers- financial planner with Edward Jones. His number is ###-###-####. Our friends recommended him a few months ago. He is by far one o...
- I would recommend that you visit with a couple of different folks and learn about their particular philosophies and values. It is important to take a look at the whole...
- We used a group called Lighthouse investments (I know it is lighthouse but not sure about the investments part). The financial planner we saw was Rick Bain. We set up ...
How Did You Find Your Financial Planner and What Are Typical Fees?
Asked by M.T. from Minneapolis
on July 31, 2011
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Hi, I'm wondering if it would be good for my husband and I to talk to a financial planner. We're not looking for an investment advice. We just want someone objective...
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- We highly recommend Kevin Sale. He's in business for himself and is very down to earth and reasonable rates. He's a fee only planner and gives hourly advice. Majority ...
- We live in Minneapolis & use a financial planner through North Star Resources. I think that the company is great! The most valuable thing, IMHO, that a financial pl...
- Or you might try contacting your banking institution and see if they offer a service like you are seeking. If you are part of a credit union, even better. They usua...
Need Help Finding a Financial Planner and Trust Lawyer
Asked by K. from Denver
on February 19, 2008
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Hi everyone!
Does anyone have any good recommendations for a financial planner and/or trust lawyer? I just had my first child and my husband and I need to get our li...
Answers
- K., are you a moxie mom? If so, (it's not that expensive if you aren't--$50), you get 20% off with Kurt Hofgard, who specializes in estates: http://www.estateplanning....
- Hey K.! I am new to mamasource and happened by your request shearly by chance. I have a wonderful financial planner for my husband and I. We have two girls (3 and...
- I don't have a financial planner to recommend, but I work at a terrific law firm (Holland & Hart) with some nationally ranked estate/trust attorneys as well as tax att...
Financial Poll: Could You Come up with $2000 Cash in 48-72 Hours?
Asked by J.W. from Kansas City
on June 4, 2011
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Hubby and I were talking about an article he read recently. If faced with a serious financial emergency, could you come up with $2000 CASH in, let's say, 48-72 hours?...
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- For an emergency, a true emergency... absolutely. As a matter of fact, for something like hostage negotiation, or an organ transplant... I can pull *millions* out of t...
- Yes, if one truly needs the money they, every person in the world who is not home-less or living in a shelter, could. They have clothes, they have vehicles they can s...
- We would have it now. If you had asked me that 1 year ago I would have laughed out loud. That's when our view on everything changed and we realized we really needed ...
Question About Financial Investments
Asked by A.!. from Detroit
on August 5, 2011
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What does your family invest in to bring in extra income? What has been your experiences from your investments, the pros and cons? I heard on the radio this morning th...
Answers
- Wish you lived closer...I'd refer you to a trustworthy person here that I am close to :) If you want to do something like this I would strongly suggest consulting a f...
- Equities (that's fancy for stocks) with dividends. Now is the time to buy. People have this horrible strategy of buying when the market is high and selling when the ...
- We leave these questions to a professional who knows how to manage our risk. We are very comfortable with our financial planner making those decisions for us. He kno...
College Saving Funds
Asked by M.T. from Minneapolis
on December 11, 2010
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Hi, not that just saving for retirement is hard enough, I realize that we need to start saving for my son's college (he's 14 months now). How do you save for your chi...
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- My husband and I both graduated college with a fair amount of debt and are working to pay that off, as well as pay our mortgage, car payment, and save for retirement. ...
- 529 is the way to go. Talk to a financial planner about the options out there. You can use any state's plan...whatever is doing best. AND there comes a point where...
- You don't need to pay a financial planner to learn about a 529 plan. It is set up like an IRA, so you can talk to your personal banker. I work in banking and we have...
Suzie Orman or Dave Ramsey?
Asked by M.M. from San Antonio
on June 23, 2011
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Who do you prefer for your financial books, dvds & seminars? I catch Suzie Orman's show every now & then and have watched her PBS special but haven't purchased any o...
Answers
- take what you like from both...they both offer good advice...bottom line is you need to find out what works for you and your family... For us - it was neither....we...
- Dave Ramsey gets my vote. We are out of debt, saving for college and retirement and able to go out to dinner and on nice vacations all because of his Total Money Make...
- What about David Bach? He has many bestselling books on finance. He actually coined the phrase "Latte Factor" (not sure if you've heard of that phrase before). Da...
