Chat about the role of financial advisors—how they help with budgeting, investments, retirement planning, and more. Share experiences and tips for finding the right advisor, but always seek personalized advice from a certified professional for your specific financial needs.
- by systemChat about the role of financial advisors—how they help with budgeting, investments, retirement planning, and more. Share experiences and tips for finding the right advisor, but always seek personalized advice from a certified professional for your specific financial needs. 1 post – 1 participant Read full topic
- by angeladrabekI am looking for someone to help me with financial planning, txes, and give guidance when starting a new business. Preferably in McKinney, Allen, Frisco, or Plano area. 2 posts – 1 participant Read full topic
- by Shiya_GI would like to talk to someone about investing/saving money for our future. We will soon have three kids and I would like to make sure that we have something set aside for them when they get older. I would also like to make sure my husband and I are putting something away for when […]
- by seashells519I am 50 yrs. old and have 2 young adult children, one owns his own home and the other is in College. I have built a very nice home with my long-term boyfriend (both of our names are on the deed). We love each other very much and would like to get married. We just […]
- by cmbransonHi Moms, I was wondering why the David Ramsey program works so well for you all as compared to other advisors? I want to start the year off right and get our finances in order to stay this time. Thanks for the advice! Happy Holidays! 8 posts – 1 participant Read full topic
- by J_K4Hi, Does anyone know of a good investment advisor? I need help with 401K and IRA allocations. I am investment illiterate and am unsure who to trust or to alteast provide guidance. 1 post – 1 participant Read full topic
- by cashloganI wanted to find out about saving for my son (for college, or a gap year after graduation, etc). I want to save for him, but I'm not sure if I just want to tie up the money in a savings plan "only" for education (529s). I want him to be able to use the […]
- by Jean_CFor our phone (not including our cells – which I never use mine), computer and TV it runs about $150.00 a month. I would like to switch. It is too expensive and we get a lot of gitches while watching problems. My husband says that we can not break the contract. Is this true? I […]
- by sharknbugI currently have all of our ROTH IRAs and daughter's college fund with Edward Jones. I am thinking of going with a Certified Financial Planner. I don't know if I can afford their fees since I don't know what they are. Has anyone done this and been happy? 2 posts – 1 participant Read full […]
- by mamahansen08Mu husband and are first time homebuyers, newly married, and new parents. We have no credit cards and only one car payment. However, we can't manage to stay ahead, either something breaks or something comes up and we are housebroke again. It seems like all we're doing is paying bills every month such as our […]
- by Dana_191I just wanted to know if anyone has used or is using Tyler Nace or any other financial advisor from Southwestern Investment Services / Raymond James Financial. We got his name as a Dave Ramsey ELP and I just like to do a full check on someone before we change over all of our money […]
- by francesm_1Hi– I am trying to consolidate all my previous investments (which have shrunk considerably just like everyone else's!) and need some good solid unbiased financial advice (i.e., from someone who doesn't stand to gain from selling me certain stocks or investments). As a single parent, I am trying to finally gain control of my financial […]
- by jacion50I am seeking a help financially because I need to purchase a car and I would like to get a loan from a bank that would give me a low interest rate but due to the fact that I filed bankruptcy in 2004, I cannot find a bank source to lend to me. I am […]
- by whitneyfarmer1I've heard things like disputing claims and companies have 30 days to respond. Does anyone know someone or a company that can do this and I pay a fee? I am trying to raise my score so that I may be able to refinance my home, but my credit is not that great. Maybe 550s… […]
- by jaba27Dear Moms, I need you to recommend me a financial advisor since I need to make a desition between selling a rental property that is not rented to pay debt or wait until things get better. I've done many financial mistakes in the past and I don't want to go thru this again. I really […]
- by creativebeginingsnowMe and my husband are looking into buying a home. We can not qualify with his credit, but we can with mine and a co-signer. My parents are more then happy to do it for us. But I want to make sure I'm protecting myself from making a bad investment choice. Here are my choices…… […]
- by amygschwartzHas anyone been through a forclosure? This is an option I am considering due to the wonderful sub-prime loans that were offered years ago. My home is now worth far less than what I owe and I need to move out of town for my husband's new job. It kills me to just walk away […]
- by Dana_191Does anyone use a Financial Advisor who is an ELP for the Dave Ramsey Show? I plan on submitting my info on his website but wanted to check first if anyone uses one that they highly recommend as I'm sure that there are a few throughout the metroplex. Thanks! 3 posts – 1 participant Read […]
- by Evelyn_GSeeking positive or negative feedback/experience on working with an Edward Jones financial advisor. Is this a good route to take for personal financial investing? Thanks in advance! 6 posts – 1 participant Read full topic
- by Paula_MDue to being new to Simi Valley, I am looking for a financial adviser and an accountant to help myself and my husband coordinate our financial profolio. Having three children, we need to provide and have financial security/net. I'll take any recommendations. Thank you for your help and support. 10 posts – 1 participant Read […]