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Financial Planning Outline 09/2019 by Delia Fernandez, MBA, CFP

Savings and income are part of financial well-being, but we learned that they’re not always the most important part.

A new study of our innate human biases reinforces the value of diversification when it comes to stock investing.

The regulator wields enormous power over the securities industry with little meaningful oversight

Before advisers stuff their Social Security notes in the nether regions of their file cabinets and get back to worrying about the new Department of Labor rules, they might want to look at a recent Government Accountability Office report.

As we age, it‟s common for even do-it-yourself investors to seek the services of a financial adviser, especially in our later years. Given that you may eventually engage a financial adviser, here are some guidelines on how to select one

Jack Bogle didn’t found index funds, but he did bring them to the masses.

The “five-finger” financial checkup encourages you to evaluate your financial health with five simple questions.

Every good planner preaches the glory of diversification. It is a core investing philosophy and a committed approach, rather than a trendy tactic.

Not understanding how your money adviser gets paid could cost you handsomely