What Does a Financial Planner Do?

2017-11-22T11:18:15+00:00

How do the services of a financial planner compare with those of an adviser, investment manager or other financial person? What does a financial planner do, exactly?

A seemingly straightforward question, yet the answer may not be simple. I like to refer to my favorite metaphor — food preparation. A financial planner helps you create the […]

What Does a Financial Planner Do? 2017-11-22T11:18:15+00:00

Jeff’s Money Psychology Reading List

2017-11-25T07:24:19+00:00

Here are some of my favorites on the fascinating topic of emotions and money. If you are interested in exploring this subject, you will surely find something worthwhile and fun to read. I strongly urge you to try some of the exercises offered in the books. Self-learning really happens when you “do the work.”

Jeff’s Money Psychology Reading List 2017-11-25T07:24:19+00:00