
What Financial Advisors Do
There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.
There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.
When starting your own business, maintaining a balance between work and your social life may seem close to impossible. Becoming a workaholic when beginning the process of entrepreneurship is inevitable. Keep reading to learn five tips for entrepreneurs looking to maintain a social life while starting their own business!
Going through a divorce is not easy for anyone involved. There are different kinds of pain that come along with divorce, such as emotional pain and financial pain. The pressure of not knowing the future of your own life, as well as the lives of your children, can be straining and cause major anxiety.
From money.usnews.com: “When she came to Sonya Ranker, a certified divorce financial analyst and certified financial planner at Questmont Strategic Wealth Advisors, Cathy broke down crying in the middle of their meeting. Like so many women going through major life transitions, she struggled to come to grips with the new turn her life had taken.”
From money.usnews.com: There’s a common misconception that financial advisors spend all of their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of an advisor’s daily duties. Sonya Ranker, a Certified Divorce Financial Analyst and Certified Financial Planner at Questmont Strategic Wealth Advisors, estimates 30
Wise moves to make before things are finalized. Before your divorce goes through, it would be wise to check up on financial matters. It would be better to assess the state of your financial life before the split rather than after.
A Decision Not Made may have Financial Consequences Not making a move may not be the best move to make! There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money paralysis as
Setting a strategy down may help you define just what you need to do. Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will
In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality dictates otherwise.
Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed
To learn more about the professional history of our financial advisors, visit
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