If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the difference. Confusion is common because the terms don’t just describe job titles; they also refer to […]| Manisha Thakor | MoneyZen | Women's Financial Wellbeing
Reflections on the past year of business as the owner of a financial planning firm—and wondering what the next year might hold.| Flow Financial Planning, LLC
Communicate, communicate, communicate. This is the first rule of working with a financial planner. (It is also, by the way, the first rule of estate planning.) If you can only remember one thing about how to have a good relationship with your financial planner, it’s a good one thing to remember. But considering the amount […] The post How to get the most out of working with your financial planner appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC