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Posts Tagged ‘financial planning’

November 9th, 2009

Keeping Your Financial Plan Alive

(Shaun Eddy) - Too often financial plans are put on the shelf to collect dust and become obsolete. Financial planning is an in depth process that reviews every aspect of your financial life and provides recommendations on how to achieve your goals.

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June 11th, 2009

Charting Your Financial Course

(Eric Hutchinson) - There are a wide range of options with which to build a financial plan that is right for you. Starting to plan today can help put you on the road to a lifetime of financial security.

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September 15th, 2008

Wealth Management

(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.

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