Friday September 5, 2008 - New Year Resolution: Needing a Financial Planner

[0:00] ..." On WBZ news radio 1030 with certified financial planner Dee Lee. We are continuing our week of new year's resolutions as we into the fall in the all sorts of decisions about our"...

[0:48] ..." they must pass a comprehensive exam that covers the key aspects of financial planning. And they must have experience in the financial planning -- priority and beginning those CFP designation. Even if they've past all the exams now there are lots of -- letters out"...

[1:26] ..." are some associations there that will provide -- names of planners the financial planning association the FPA. Is by far the largest bomb out there with over 30000 planners nation line. All the its web sites I have links to from our website Garrett planning network is a much smaller. Organization and it list. Fee only planners that allow you to call ask them you know legally an astronaut question. And -- solve the problem and what should I invest in in my retirement plan or should I be buying a house right now they charge anywhere from a 150 to 300 dollars an hour. The national association of personal financial advisors group -- fee only planners. On they need to look to mutual fund companies T. Rowe Price vanguard and Schwab they charge. Fidelity actually answer your questions for frighten they have storefronts so you know if"...

[0:00]" On WBZ news radio 1030 with certified financial planner Dee Lee. We are continuing our week of new year's resolutions as we into the fall in the all sorts of decisions about our lives today finding a financial planner. People thought about this for a long time I'm sure."

[0:16]" They have Anthony and you know there's so much financial information out there are just a click away but many people end up with paralysis by analysis. They keep researching and making any -- decision becomes impossible. And you takes a life event you know something of a death. Buying a house and married to new jobs the birth of the child viewers to grant -- the push you into thinking about taking action regarding your finances. So I -- here if you think you need of financial planner talk to a certified financial planner. A CFP must be licensed and to hold that license they must pass a comprehensive exam that covers the key aspects of financial planning. And they must have experience in the financial planning -- priority and beginning those CFP designation. Even if they've past all the exams now there are lots of -- letters out there but -- suggests the FB CI fi certified financial planner. So where do you find. Well ask your friends Stanley people you work with the use of planner. I'm with they recommend if you're already using a professional such as an attorney or your tax repair ask them for recommendation. You one plan that's going to understand your particular situation if you're schoolteacher. You certainly don't want to plan that specializes in dentist and so. There are some associations there that will provide -- names of planners the financial planning association the FPA. Is by far the largest bomb out there with over 30000 planners nation line. All the its web sites I have links to from our website Garrett planning network is a much smaller. Organization and it list. Fee only planners that allow you to call ask them you know legally an astronaut question. And -- solve the problem and what should I invest in in my retirement plan or should I be buying a house right now they charge anywhere from a 150 to 300 dollars an hour. The national association of personal financial advisors group -- fee only planners. On they need to look to mutual fund companies T. Rowe Price vanguard and Schwab they charge. Fidelity actually answer your questions for frighten they have storefronts so you know if you've already got a Fidelity county may have a planner. On call also to speak if you got a question need to answer okay excellent."