Financial planning in divorce is something most financial planners will eventually have to deal with. Fortunately, one CFP® professional gave a presentation some divorce financial planning best practices at the FPA of Minneapolis symposium. (As a side note, know that laws do vary by state.) Here are some takeaways from her talk. Use a Balance Sheet for […]
As a fee-only financial adviser and fiduciary, much of what I do at Define Financial involves unwinding new clients from the garbage they were previously sold by commissioned salespeople. (Naturally, I have a strong opinion about this!) Sometimes, this means trying to figure out how to get a client out of a non-traded REIT. Other […]
I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]
Recently, we had a local financial planner solicit our financial planning services. We were honored by the request. You may be wondering: Why would a financial planner outsource their personal financial planning?