Financialplannerworld.com | Blog

How to Advise Clients About Timeshare Spending

The American Resort Development Association (ARDA) estimates that regardless of potential pitfalls, more than 9 million consumers invest in vacation timeshares each year. Yet, buying vacation timeshares has become synonymous with bad financial investment in recent years. In fact, according …

posted in Articles

Financial Planner Offers Nuanced Mortgage Advice

Mortgage debts, which are among the most common forms of American debt, are frequent topics of discussion between financial planners and their clients. Typically, the advice of financial planners is to wait on paying off a mortgage quickly, since it …

posted in Articles

No Kids Doesn’t Mean No Financial Planning

Raising kids is expensive, and no matter how you look at it, a certain amount of financial planning needs to be done to make sure the kids are being taken care of, from monthly expenses to saving for children’s college …

African-American Financial Planners Denting the Wage Gap

Two percent of financial planners are African-American according to Time, a number that planners like Lazetta Rainey Braxton are working to change. Braxton, 42, is the president of the Association of African American Financial Advisors, also known as Quad-A, a …

Generations May Change, Their Financial Goals Don’t

It’s no secret that the millennial generation is different. Between the technology they’ve experienced (and even invented) and new rules of etiquette when corresponding through social networks, the distance between millennials and other generations spans more than just years – …

Wiley University Services maintains this website. We are an advertising-supported publisher and are compensated in exchange for placement of sponsored education offerings or by you clicking on certain links posted on our site. This compensation may impact how, where and in what order products appear within listing categories. We aim to keep this site current and to correct errors brought to our attention. Education does not guarantee outcomes including but not limited to employment or future earnings potential. View Advertiser Disclosure
Wiley University Services


©2024 https://www.financialplannerworld.com All Rights Reserved.