DIRS.INFO The most relevant business & tech news

A financial planner advises clients on cash flow, spending, savings, taxes, retirement, estate planning, and more. I'm not in the best financial shape, so I thought meeting with a financial planner was terrifying and embarrassing. I was paired with a financial planner who specializes in LGBTQ+ wealth, and I felt safe and supported. In an effort to bounce back from student loan debt and past financial hardships, I decided to hire my own financial planner to see what they had to offer. To my surprise, my financial planner was just willing to meet me where I am in my relationship with money.

Some money decisions call for reinforcement from a financial planner, who can help organize your overall financial picture, or focus on specific financial needs. 7 reasons to hire a financial plannerHere are 7 reasons you should consider hiring a financial planner. If this sounds like you, consider consulting a financial planner to formulate an investment strategy that satisfies your risk tolerance. There are a few things you should know about any financial planner you're considering in advance of booking an appointment. And by working together with a financial planner, you can work your way to achieving your financial goals — and financial freedom.

I was surprised when my financial advisor told me to prioritize saving for retirement over my child's college education. Contributing another $1,000 to fully fund our son's 529 college savings plan to cover the cost of a four-year college. There are other ways to pay for collegeWe won't always have to choose between our retirement savings and our kids' college education. Saving for retirement is better for your taxesAnyone actively saving for retirement is probably familiar with the tax benefits of retirement savings plans. We contribute around 50% of what we set aside for our retirement to our kids' college funds.

I'm a financial planner, and I always ask new clients the same question: Do you have financial statements? AdvertisementAs a financial planner, there's one question I always ask when meeting with a new client: Do you have financial statements? The first financial statement is a balance sheet, also called the statement of financial position, which lists your assets, liabilities, and net worth. What to include in your income statementNext up we have the income statement, also known as the statement of cash flows. AdvertisementThe bottom lineIn very general and simplistic terms, achieving any level of financial success can be broken down based on these two financial statements.

Persons: —, wouldn't, Charles Weeks Organizations: Service, Netflix, Stockton University

AdvertisementIf you think you have to be a millionaire to benefit from a financial planner, think again. Even if you're not making the big bucks, a financial planner can help you achieve your short- and long-term financial goals. According to Grant Bledsoe, certified financial planner and owner of Three Oaks Capital Management, financial planning has changed over the years. AdvertisementWith a skilled financial planner by your side, you can navigate the major transactions of your life with ease. Ready to hire a financial planner?

Persons: —, Grant Bledsoe, It's, Bledsoe, you'll, Don't Organizations: Service, Oaks Capital Management

Search resuls for: "First Financial"

5 mentions found