Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner.
Here are the top 21 telltale signs you may need a financial planner:
Click here to read the full story, featuring Trilogy Advisor, Windus Fernandez Brinkkord
Giving your teenager a credit card may seem like a scary proposition, but it could be the safest way to teach them about credit. Credit expert John Ulzheimer says it's just like teaching your teenager how to operate a car, but in a controlled environment. “Nobody would just let a teen hop in a car and drive,” says Ulzheimer, who formerly worked with Equifax and FICO. “And nobody should just let their kid get a card on their own someday without some teaching by the parents.”
...As a parent, it’s natural to want to help your children succeed. In fact, in our recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.
If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures:
While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.
“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.
...Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
