Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner.
Here are the top 21 telltale signs you may need a financial planner:
Click here to read the full story, featuring Trilogy Advisor, Windus Fernandez Brinkkord
If you didn’t grow up around people who invested, then chances are that you still may not know a whole lot about the process. It may seem like something you should do as an adult but otherwise difficult to wrap your head around. Particularly for young adults who entered the job market during the Great Recession, the idea of investing heavily in the stock market still carries a certain level of fear.
Yet, with the right knowledge and guidance, young investors are quite capable of successfully creating a portfolio that will deliver solid returns. To help you gain that crucial insight, 15 members of Forbes Finance Council share the most important things young investors should know about getting started with stocks…
Many view the stock market as a roller coaster, but they ride it the wrong way. Instead of a quick ride full of highs and lows, start the ride early, travel through the small bumps and know it will go back up in the decades between today and retirement. Remember, though, the key to financial success doesn’t depend on the market’s performance but on the sound financial decisions you make each day. -Jeff Motske CFP®, Trilogy Financial
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Written by: Kathryn Flynn | College is a major expense, and families without a plan for their children risk jeopardizing their retirement and future financial independence. Many financial advisors discuss college savings as part of a family’s overall financial plan. New parents, parents of high school students and grandparents all turn to financial advisors for help with college planning.
Here are expert tips from financial advisors on how to help clients solve three common issues with college planning.
Click here to read the full story.
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Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
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