Author - Michael Chamberlain, CFP®

1
5 Reasons Why You Shouldn’t Use Yelp to Find Advisors
2
For Before You Get Married, Financial “To Do List”
3
The Difference Between Having an Estate Plan and Wealth Transfer Plan
4
“Brexit” and Its Impact on the Stock Markets
5
Key Financial Decisions: How an Objective Planner Can Help

5 Reasons Why You Shouldn’t Use Yelp to Find Advisors

Yelp is a very popular online site where consumers post ratings based on their personal experience of retail stores, restaurants and service providers. The simplicity of the site is that if you see that 200 people had been to a particular restaurant and each had a very good experience, there’s a good chance that you will have a favorable experience

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For Before You Get Married, Financial “To Do List”

For a variety of reasons, far too many marriages end in divorce. Relationship counselor Peter Saddington says that money issues are the number one cause of divorce and according to a survey of Certified Divorce Financial Analyst® professionals, money issues are the third leading cause of divorce.

No matter where “money issues “ falls on the list of primary causes …

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The Difference Between Having an Estate Plan and Wealth Transfer Plan

Unfortunately, only about 45% of adult Americans have estate-planning documents. Generally, as one accumulates more assets as they becomes older, the probability of having estate-planning documents increases.

When you die without a will or trust, the State in which you reside has laws that determine to whom your assets will go. This may or may not be what you want. …

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“Brexit” and Its Impact on the Stock Markets

Everyone knows that Brexit is an abbreviation of “British exit” and refers to Britain’s vote to withdraw from the European Union. When the UK voted to leave the EU the stock markets reacted around the world.

On Thursday June 24th the day after the vote, most markets were down and lost even more through Monday the 27 th.…

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Key Financial Decisions: How an Objective Planner Can Help

Whether you need guidance on specific issues or you’re not sure what to tackle next, working with an objective advisor can help you in key areas of your financial life.

An objective financial planner or advisor is one who has minimal conflicts of interest and always has your best interests in mind.

Fee-only advice

An objective advisor doesn’t receive commissions …

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