Do you need a Financial Planner?

Posted on September 29, 2018March 3, 2019 by millscatherine

In recognition of Financial Planning Week 2018, I wanted to take some time to reflect on what it is like to be a financial planner and what really is financial planning all about. A big thank you to Adam Rideout for his guest blog. It is not about the financial products On many occasions, my Read more about Do you need a Financial Planner?[…]

The most valuable questions to ask a financial adviser

The most valuable questions you need to ask a financial adviser

Posted on February 9, 2018December 17, 2018 by millscatherine

What are the most valuable questions you need to ask a financial adviser? This is a question I am asked frequently by my readers. One of the ways to make sure that you choose the right adviser is to arm yourself with a set of killer questions to discuss at your initial meeting. This will Read more about The most valuable questions you need to ask a financial adviser[…]