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Tag Archives: financial advisor

YMM17: Things to Know When Looking for a Financial Adviser (July 1, 2009)

Listen now: [Audio clip: view full post to listen] Download the episode. Host: Nancy Anderson, CFP® Guest: Jim Pavia, Editor, Investment News In this month’s show: This is the second part of our interview with special guest, Jim Pavia, the editor of Investment News. Nancy and Jim discuss what to look for in selecting a [...]

Seven Things to Know About Money

In last week’s column, we discussed the importance of not surrendering your money to someone else—always maintaining control, power and knowledge over your financial decisions and your financial situation. But for many of us that’s easier said than done, as evidenced by the phone calls, e-mails and in-person comments we get from the employees we [...]