Getting Your Finances In Order

December 28, 2010

Since filling out tax forms is just around the corner, and we begin to have our financial futures on our minds this time of year, I wanted to share some about financial planners and advisors. They can assist an individual, couple, or family with many different types of financial questions.

Certified Financial Planners can give investment advice, help a family create a budget, suggest techniques for transitioning to a one-income household, assist with 401k, and retirement accounts or life insurance benefits. These credentialed financial planners typically charge a fee for their services such as an hourly rate, a project fee, or management fee. They also offer a wide variety of financial products such as shares, bonds, and annuities. answers many commonly asked questions about the profession and the services they offer.

Even if you don’t feel you need professional help, a brief check-up of your finances is a good idea. CNN offers an interactive guide to help you determine if your finances are in good shape here.
Fortunately, if you would like some pointers from professionals for free, the library has many books and authors on this topic. Popular authors include Dave Ramsey and Suze Orman. You can also try topics such as Personal Finance or Investing in a subject search.  A few books to start with are Get A Financial Life by Beth Kobliner, Financial Planning for the Utterly Confused by Joel Lerner and 10,001 Ways to Live Large on a Small Budget.
-Megan R.
Blue Springs South Branch


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