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certified financial planner Tagged Articles
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How I Managed $20,000,000,000 By Age 32 By Wade Slome
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| In these very uncertain financial times, many people are unsure what to do with their money, their debt, their portfolio etc. So, they need to find a qualified person to help them. Let me introduce you to Wade Slome, CFA, CFP. At the age of 32, Wade Slome managed $20,000,000,000 and in the pages of this book, we get to know him, his background and his accomplishments. In addition, he shares his finance philosophy and gives us insights about how to choose an advisor and much more. |
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Suze Orman is Wrong
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| Suze Orman is wrong and I want to correct her folly. In her recent book, Women and Money, Orman starts from the premise that women are less than smart when it comes to managing money. By inference, this concept extends to women professionals as well.
As a female who was a financial adviser, and also a board certified neurologist and psychiatrist, I understand money and the way women think. Over my investment and scientific careers, I’ve learned that women have just the right mix of caution, willingness to learn, intuition and appreciation of their innermost needs and desires to invest money well. They are smart about money, not dumb as Orman suggests. This is why. |
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Personal Finance Help
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| If you’re already in a bit of a financial pickle, you do not want to have the added stress of getting the wrong personal finance help. Finding the right person to guide you through your money troubles, or to keep you on track as the case may be, can be an added headache at a time when you don’t really need it. Read on to discover how to find the right match for you! |
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Other certified financial planner Related Articles
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The Alternative Minimum Tax Made Easy
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| Veteran Financial Planner breaks down the important things that you need to know in regards to the Alternative Minimum Tax (AMT). |
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Changes to Your Credit Score
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| Veteran financial planner explains the new rules in regards to credit scores. |
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More Common Missed Deductions
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| VETERAN FINANCIAL PLANNER GIVES YOU MORE COMMON MISSED TAX DEDUCTIONS. |
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Is Buy Hold Investing Dead
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| Veteran Financial Planner explains the economy, the market and their future. |
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Real Estate and Currencies: Is There a Connection?
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| Veteran Financial Planner links the real estate market to currencies. |
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Is Your Home an Asset?
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Veteran Financial Planner discusses your home as an investment and asset.
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7 Secrets of the Wealthy
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| Veteran Financial Planner shares his experiences financial planning for both the wealthy and the less wealthy. These are the keys to wealth building! |
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Time to Re-Finance or Buy a Home?
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| Veteran Financial Planner goes through the bold moves by the Fed and the Treasury and explains how they will affect you! |
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Here’s why “Buy & Hold” Investing is Dead!
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| Veteran Financial Planner explains why Buy and Hold Investing is Dead |
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Wealth Planning: Defensive Strategies
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| Finding a qualified “Wealth Planner” is a subject for yet another day. Suffice it to say, I am NOT talking about the “Financial Planner” whose function is primarily to sell mutual funds and other commission-driven investment vehicles. When I talk about Wealth Planning I am referring to something that I do through reputable Investor Resources. |
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