Taxes – one of the few certainties in life. It pays to select the right tax accountant, especially if your situation is complicated or you lack the time or expertise to handle your own tax matters. Learn how to interview and select the right tax accountant.
Selecting and hiring a financial advisor can be a daunting task, and often starts with asking the people you know who they use for financial advice. That’s a great first step – and you should ask more than one person for a recommendation. But then what? How do you know if this person is a good fit for your needs? When you interview them, you may hear a lot of impressive financial jargon, but what really matters for your situation? Continue reading 8 Steps to Hire a Financial Advisor
You’ve decided you need a financial planner. So what do the designations of CFP, CPA/PFS and ChFC mean? What are the differences, and do they matter? Continue reading Financial Planner Designations – CFP, CPA/PFS, and ChFC