Until recently, financial advisers have managed investment portfolios for affluent clients and charged more than the Manseaus could afford. Fortunately, a growing number of financial planners and online websites are serving middle-class families…
"Middle class need blocking and tackling, with debt management and cash flow management," says Eleanor Blayney, CFP Board's Consumer Advocate. "It's important for them to find a planner who offers two sides of financial planning and is not simply an investment manager."
Who can you trust?
Even if financial advisers have a lot of letters after their names, that doesn't tell you anything about their experience. Among the variety of designations, a CFP[® designation, or] CERTIFIED FINANCIAL PLANNER[™ designation], is often considered the most significant. Read more >
May 5, 2013