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Tag: planner

Finance

3 Mistakes a Financial Planner Says Too Many People Make

Avoiding Common Financial Mistakes: A Guide to Smart Decision-Making 1. The Dangers of Rushing Financial Decisions When it comes to money matters, it’s easy to feel...
Mark Gardner -
Finance

3 Signs a Financial Planner Says to Watch for With Your Parents’ Money

Navigating the Complexity of Aging and Financial Management As we witness our parents and older family members age, it becomes increasingly important to address the...
Mark Gardner -
Finance

5 People Who Need a Financial Planner, Even If It Doesn’t Feel Like It

1. Introduction: The Wisdom of Seeking Professional Financial Advice In today's world, where DIY solutions are abundant, managing your finances independently might seem feasible. However,...
Mark Gardner -
Finance

A Financial Planner Explains Why Your Home Isn’t an Investment — and Shouldn’t Be

Understanding Home Ownership: A Financial Planner's Perspective Home as a Utility, Not an Investment When advising clients on financial matters, I often emphasize treating their homes...
Mark Gardner -

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