There are a number of documents you will need as part of the financial planning process. Below is a general list of items to begin gathering. Financial Statements Checking and Savings accounts, including CDs Retirement accounts: 401(k), Traditional and Roth IRAs, 403(b), 457 plans Investment holdings: Stocks, Bonds, Notes Receivable, Mutual Funds, Crypto-currency, directly-owned interests
Bring all the pieces of your financial life together If your financial life seems to be spinning out of control, you’re not alone. Today more than ever, Certified financial PlannerTM professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t
Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a pro who is right for you? These questions will help you know what to look for when you talk to any investing professional in your area. When asking questions, explain that you are honestly looking for a long-term
Your financial plans are based on certain assumptions. One of the assumptions is that life will happen and your plan will need to update too. That’s why financial planning is a process… not a one-time event. Following is a list of events that should be shared with your planner once they are anticipated so you