Author - Carleton McHenry, CFP®

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7 Financial Steps to Start the New Year
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5 Traits To Look For In A Financial Advisor

7 Financial Steps to Start the New Year

Welcome to 2011 or should I say Happy New Year!  While most people this time of year set goals for getting into better physical shape, very few focus on steps they could take to get into better financial shape.  Here are 7 steps you can take today to get your financial new year off to a great start:

1.) 2011 IRA Contribution – why wait until the end of the year to make a financial contribution that can grow either tax-deferred or tax-free?  Many expect this year to be a good one in the markets and so why not take …

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5 Traits To Look For In A Financial Advisor

I get asked on a fairly regular basis how does one go about finding good, quality financial advice? This is a tough question for me to answer without coming across as sounding too biased or too self serving. However I truly believe in my personal opinion the best advisors out there operate as such:

1.) Fee-Only – what this means is the advisor is solely compensated by fees paid directly to him by the client. The advisor does not earn a commission for buying/selling investments for the client. The advisor does not get paid a % up front for buying …

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