Useful Articles

Financial Planning Professional Designations

Learn more about the various designations found in the financial planning industry including the CFP, CPA-PFS, CFA, and ChFC.

How to Choose a Financial Advisor

Learn what questions to ask when evaluating advisors and find the best ways to choose the best financial planner for you.

Financial Planner Compensation Methods

Understand the basics of how financial planners and investment managers make money and how they are compensated.

Types of Financial Professionals
This is a broad list of financial professionals and corresponding job descriptions.

2011 Financial Calendar

A list of important dates and deadlines for 2011 including tax deadlines, and personal financial goal markers.

Financial Planning 6 Step Process
This is the 6 Step Process of the financial planning process as originally published by the Certified Financial Planner Board of Standards.

Municipal Bond Basics

General information about municipal bonds.

Purchasing a Home

This article discusses the important financial decisions to consider when purchasing a new home. Here you will find a brief overview on credit scores, financing options, and the various types mortgages available to home buyers.

Academic Loans

Academic loans can be an important tool to help finance the cost of education. This article discusses the different types of student loans and financing options.

Advisory Firm Warning Signs

Here, you can find steps to take when performing due diligence on investment advisory firms. Learn important warning signs and keywords to watch out for when reviewing an advisors marketing materials and sales strategy.