Articles in Financial Planning and Robo-advisor vs Financial advisor

Showing 8 of 8 results
by Tom Rapp on October 23, 2020
Estate Planning Tips For HNWI During A Recession
by Tom Rapp on October 23, 2020
Finance Monthly just published a Q&A they did with me on advanced wealth management topics. ... Read full article
by Ronald J VanSurksum, CFP on October 16, 2020
Covid-19 could be a wake-up call
by Ronald J VanSurksum, CFP on October 16, 2020
It is time to start an emergency fund if you don't already have one.... Read full article
by Stuart A Schiffman on October 07, 2020
Time to Refi? Think again.
by Stuart A Schiffman on October 07, 2020
If you are considering refinancing your home mortgage consider going to a source that's conflict free in order to determine if it's in your best interest. ... Read full article
by Wimple Support on September 25, 2020
Finding a Financial Advisor when You’re not Wealthy
by Wimple Support on September 25, 2020
If anyone needs a financial advisor, it’s the middle-class, yet they are often the most overlooked demographic today. ... Read full article
by Matthew Sullivan CFP® on September 16, 2020
September 11, 2020
by Matthew Sullivan CFP® on September 16, 2020
Looking back on September 11, 2001 19 years later.... Read full article
by Allan Lewis on June 23, 2020
Company review - Betterment
by Allan Lewis on June 23, 2020
Wimple reviews Betterment, the original robo-advisor. wimple is wealth made simple... Read full article
by Allan Lewis on June 23, 2020
Robo-advisor vs Financial advisor
by Allan Lewis on June 23, 2020
Who wins when comparing the robo-advisor vs financial advisor? wimple is wealth made simple.... Read full article
by Allan Lewis on June 12, 2020
DIY Financial Planning
by Allan Lewis on June 12, 2020
The Wimple guide to DIY financial planning. Wimple is wealth made simple.... Read full article