Financial Planning Archives | Page 3 of 4

A smiling young woman with an afro hairstyle sitting at a light wooden kitchen table, looking at her laptop. She is wearing a mustard-yellow blouse and has a yellow notebook, pen, and smartphone on the table in front of her. The background shows a modern, rustic-style kitchen with white brick walls.

Why should I work with a remote financial planner?

Meetings that fit your schedule, a deep relationship with your financial planner, all at a low subscription cost.

11/07/2022

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What do financial advisor certifications actually mean for my money?

Understand the different types of certifications and why they matter.

10/28/2022

Seven simple ways to protect yourself from identity theft

Simple safeguards to help protect yourself from identity theft.

10/12/2022

A professional woman in a light blue shirt points to a laptop screen while explaining information to a young couple. The man and woman lean in with focused expressions as they review the details together at a table in a modern office or cafe setting.

How do I choose between a financial consultant and a CFP® professional?

Learn what a financial consultant is, the differences between a consultant and other designations and if one is right for you.

10/11/2022

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How do I determine how much of my paycheck to save?

Learn more about the 50/30/20 Rule as a recommended starting point and savings strategy.

09/29/2022

A young woman with short curly hair and glasses, wearing a mustard-yellow button-down shirt, working intently on a laptop. She is sitting at a wooden desk in a modern industrial-style room with a brick wall in the background, showing a high level of focus.

What is gross monthly income and why does it matter?

Gross monthly income is the total amount of income you receive from all sources each month. Here’s why it is important to know.

09/19/2022

Uncover Hidden Investment Costs That Hurt Your Returns

Return eaters. Unnecessary investment and brokerage fees can add up over time. Learn how to spot them and avoid paying extra.

05/20/2022

A close-up of a person's hands using a white calculator while holding a pen over an open notebook. In the blurred background, they are holding a fan of cash next to stacks of coins on a wooden desk, symbolizing accounting, budgeting, or financial management.

How do I know how much cash to keep on hand?

Here’s how to determine if you have too much cash and how to put it to work for you.

04/29/2022

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Robo-advisors vs. financial advisors: What’s the difference?

There are a few things you need to consider when choosing between a robo-advisor and a financial advisor. Here’s what you need to know.

03/03/2022

Woman Meeting With Male Financial Advisor Relationship Counsellor In Office

How much does a financial advisor cost?

The quality and cost of an advisor varies greatly. Here’s how to get the advice you need for a price that works

02/18/2022

Do I need a financial planner?

Many people choose the Do-It-Yourself (DIY) approach to financial planning. But as with many things in life, it’s easier to get the results you want when you work with a qualified and trustworthy professional.

11/05/2021

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What are the smartest money moves to make when earning six figures?

You’re ready to move to the next level as your career advances and your income rises. Here are the five things you need to consider.

05/12/2021

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