I’ve mentioned in my previous blogs a few times about what does a certified financial planner do for your financial planning. To sum up, a financial planner will help you to achieve your mid- or long-term financial goal through well-schemed and feasible strategies. Therefore, the essential roles of a certified financial planner become obvious. …
Month: September 2020
In a boarder sense, anyone who helps to organize your finances so that you can achieve your financial goal step by step could be called a financial planner. However, they may differ greatly in terms of efficiency and altruism. An efficient and altruistic financial planner will project things with his/her knowledge and expertise, while…
A financial advisor provides financial advice or guidance to customers for compensation, and the service ranges will include but not limited to investment management, tax planning, and estate planning. In order to get the best out of your financial advisor, here are some tips that may be helpful. First, before turning to a financial…