Financial planning encompasses a wide range of topics. Here is a preview of the easy 20 questions to find out your retirement readiness score. Take the full quiz, to get a handy printable list of tips you can use today.
Heidi Rose
Recent Posts
Retirement Readiness: Do You Have These 20 Key Components of a Strong Financial Plan?
Topics: Financial Planning
Considering a Female Financial Advisor? Here Are 3 Ways to Find the Perfect Fit for You
How to choose the best financial advisor for you
Looking for a female financial advisor? At Carnegie Investment Counsel, we asked three of our female financial advisors for tips about how to find the best investment advisor for you. They emphasized that team members at Carnegie, male or female, focus on providing a customized and hands-on approach to services from financial planning to portfolio management. The point is to assess any advisor for the best fit when choosing a long-term financial partner.
Topics: Financial Planning, Investment Management