Posts tagged financial planner
10 Questions to Ask When Hiring a Financial Advisor
10 Questions to Ask When Hiring a Financial Advisor

Let’s turn to 10 questions you should ask when hiring a financial advisor. The exact list of questions is subjective. Try to gather as much data as you can in advance by reviewing a firm’s website and the LinkedIn profiles of its advisor(s).

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, hire a financial advisor, questions to ask when hiring an advisor, questions when hiring a financial advisor, fee-only, fiduciary, commission, advisor compensation, types of financial advisors, Certified Financial Planner, CFP, how are financial advisors paid, broker, RIA, fiduciary standard, advisor ethics, wealth manager, wealth management, financial plannerComment
Alphabet Soup: Financial Advisor Designations
Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, financial planner, designations, professional designations, CFP, Certified Financial Planner, CPA, Certified Public Accountant, CEPA, Certified Exit Planning Advisor, personal finance, exit planning, accountantComment
My Three Biggest Financial Mistakes
My Three Biggest Financial Mistakes

Whatever your personal finance journey, there are going to be times in your life when you make a mistake. You chose one path and it doesn’t turn out the way you hoped. Learn from my biggest three financial missteps.

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FoundationDeb MeyerWorthyNest LLCfinancial mistakes, financial success, budget, budgeting, emergency fund, opportunity fund, home ownership, down-payment, save for down-payment, investment mix, saving, financial planning, financial planner Comment