How to Find a Good Financial Planner
By Dale Maley
()
About this ebook
The 67 million Baby Boomers start to turn 62 in 2008. Most of these Boomers will need financial planning help to determine when they can retire. They will also need help in establishing a cash stream to support them during retirement. Most Boomers will need estate planning assistance as well. This short story thoroughly explores and determines how you can find a good financial planner.
Dale Maley
Dale C. Maley is the author of the 19999 book Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pros.He is also a contributing author to Chapter 18 Seeking Help from Professionals in the 2009 book The Bogleheads Guide to Retirement Planning.He is a very successful private investor who has been a student of Financial Planning and Investing for over 30 years. He was trained as an engineer at the University of Illinois and has been a practicing engineer for 32 years. His accomplishments as an engineer include the granting of 16 U.S. Patents and authorship of over 500 professional technical papers. He is also a member of the International Society of Automotive Engineers and the Society of Manufacturing Engineers.He also has earned an MBA (Masters Degree in Business Administration) degree from Illinois State University. His background in mathematics, engineering, and business provides him with the excellent basis for understanding and teaching investments and financial planning.He is also a very successful investor who has been investing in common stocks and mutual funds since 1980. He has also personally invested in both 401(K) and IRA plans, so he is familiar with participation and management of these types of investments. He has been investing in indexed common stock mutual funds since 1990.Dale became a Registered Financial Advisor in the State of Illinois in 2006 and is currently launching his business as a fee-only financial planner. He is President of Maley Financial Planning LLC.
Read more from Dale Maley
How Would Have a Low-Cost Index Fund Approach Worked During the Great Depression? Rating: 0 out of 5 stars0 ratingsWhat are the Requirements for Becoming a Financial Planner? Rating: 0 out of 5 stars0 ratingsHow to Use Psychology to Achieve Your Financial Goals Rating: 0 out of 5 stars0 ratingsHow to Build a Fascinating Ratcheting Wood Model Rating: 0 out of 5 stars0 ratingsWho Are The Bogleheads And Should You Become One? Rating: 0 out of 5 stars0 ratingsAre 529 Plans Really the Best Way to Save for College? Rating: 0 out of 5 stars0 ratingsHow to Cut the Cost of Your Auto and Homeowner's Insurance Rating: 0 out of 5 stars0 ratingsWhat Is The Optimum Method to Convert a Retirement Portfolio Into Income? Rating: 0 out of 5 stars0 ratingsShould Immediate Annuities Be a Tool in Your Retirement Planning Toolbox? Rating: 0 out of 5 stars0 ratingsHistory of Murders Committed in Fairbury, Illinois Rating: 0 out of 5 stars0 ratingsFinancial Planning for Medical Doctors Rating: 5 out of 5 stars5/5Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pros Rating: 0 out of 5 stars0 ratingsHow Asset Allocation Can Help You Achieve Your Financial Goals Rating: 5 out of 5 stars5/5How Do I Maximize Retirement Income From My Portfolio? Rating: 0 out of 5 stars0 ratingsAre Black Swans Really Harmful to Ordinary Investors? Rating: 0 out of 5 stars0 ratingsDo I Need Umbrella Insurance? Rating: 0 out of 5 stars0 ratingsFire Your Over-Priced Financial Advisor and Retire Sooner Rating: 5 out of 5 stars5/5Do I Need an Investment Policy Statement? Rating: 4 out of 5 stars4/5How Do I Estimate Retirement Living Expenses? Rating: 0 out of 5 stars0 ratingsWho Wins the Variable Annuity Versus Mutual Fund Battle? Rating: 0 out of 5 stars0 ratingsShould I Pay Off My Mortgage Early? Rating: 0 out of 5 stars0 ratingsRules of Thumb or Retirement Planning Software? Rating: 0 out of 5 stars0 ratingsHow Can I Retire If I Am 62 and Broke? Rating: 0 out of 5 stars0 ratingsDo I Need Long-Term Care Insurance? Rating: 0 out of 5 stars0 ratingsHow Much Income Do I Really Need in Retirement? Rating: 0 out of 5 stars0 ratingsHow Do I Design My Own Financial Plan? Rating: 0 out of 5 stars0 ratingsShould Municipal Bonds be a Tool in Your Retirement Planning Toolbox? Rating: 0 out of 5 stars0 ratingsHow to Save and Invest for Retirement Rating: 0 out of 5 stars0 ratingsBe Very Wary of Equity Indexed Annuities Rating: 0 out of 5 stars0 ratings
Related to How to Find a Good Financial Planner
Related ebooks
The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness Rating: 0 out of 5 stars0 ratingsFinancial Planning for Medical Doctors Rating: 5 out of 5 stars5/5Buyer's Guide to the Lowest Cost No Load Mutual Funds 2023 Rating: 0 out of 5 stars0 ratingsFirst Time Investor: Grow and Protect Your Money Rating: 4 out of 5 stars4/5Introduction to Index Funds and ETF's - Passive Investing for Beginners Rating: 5 out of 5 stars5/5Index Mutual Funds: How to Simplify Your Financial Life and Beat the Pros Rating: 0 out of 5 stars0 ratingsShould Immediate Annuities Be a Tool in Your Retirement Planning Toolbox? Rating: 0 out of 5 stars0 ratingsThe 401k Conspiracy: How Companies and Employees are Being Robbed by Wall Street as the Government Looks the Other Way Rating: 0 out of 5 stars0 ratingsBuilding Wealth All-in-One For Canadians For Dummies Rating: 0 out of 5 stars0 ratingsMutual Funds - The Mutual Fund Retirement Plan For Long - Term Wealth Building Rating: 0 out of 5 stars0 ratings20 Retirement Decisions You Need to Make Right Now Rating: 4 out of 5 stars4/5Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner Rating: 0 out of 5 stars0 ratingsRattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience Rating: 0 out of 5 stars0 ratingsNo Debt Zone: Your 9 Step Guide To a Debt Free Life Rating: 5 out of 5 stars5/5The Buckets of Money Retirement Solution: The Ultimate Guide to Income for Life Rating: 0 out of 5 stars0 ratingsHow Do I Maximize Retirement Income From My Portfolio? Rating: 0 out of 5 stars0 ratingsDo I Need Ten, Twenty, or Thirty Times my Income to Retire? Rating: 0 out of 5 stars0 ratingsWhat Is The Optimum Method to Convert a Retirement Portfolio Into Income? Rating: 0 out of 5 stars0 ratingsSimple Money: A No-Nonsense Guide to Personal Finance Rating: 0 out of 5 stars0 ratingsInvesting in Your 20s & 30s For Dummies Rating: 0 out of 5 stars0 ratingsBasics of Personal Finance: How to Maintain a Financial Strategy: Personal Finance, #1 Rating: 0 out of 5 stars0 ratingsThe Ultimate Financial Plan: Balancing Your Money and Life Rating: 4 out of 5 stars4/5Redefining Financial Literacy: Unlocking the Hidden Forces of Your Financial Future Rating: 0 out of 5 stars0 ratingsTake the Helm: Navigating Your Way to Financial Freedom Rating: 0 out of 5 stars0 ratingsThere's More to Financial Planning Than Financial Planning Rating: 2 out of 5 stars2/5Retirement Planning for the Average Person: MFI Series1, #1 Rating: 0 out of 5 stars0 ratingsEnough Bull: How to Retire Well without the Stock Market, Mutual Funds, or Even an Investment Advisor Rating: 4 out of 5 stars4/5Discover the Wealth Within You: A Financial Plan For Creating a Rich and Fulfilling Life Rating: 4 out of 5 stars4/5
Personal Finance For You
We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power Rating: 4 out of 5 stars4/5The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness Rating: 4 out of 5 stars4/5Summary of The 48 Laws of Power by Robert Greene Rating: 4 out of 5 stars4/5The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rating: 5 out of 5 stars5/5Rich Dad Poor Dad Rating: 5 out of 5 stars5/5The Millionaire Next Door Rating: 4 out of 5 stars4/5The Black Girl's Guide to Financial Freedom: Build Wealth, Retire Early, and Live the Life of Your Dreams Rating: 5 out of 5 stars5/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life Rating: 4 out of 5 stars4/5Summary of I Will Teach You To Be Rich: by Ramit Sethi | Includes Analysis Rating: 4 out of 5 stars4/5Money Hacks: 275+ Ways to Decrease Spending, Increase Savings, and Make Your Money Work for You! Rating: 4 out of 5 stars4/5Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple Rating: 5 out of 5 stars5/5The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns Rating: 4 out of 5 stars4/5Get the Hell Out of Debt: The Proven 3-Phase Method That Will Radically Shift Your Relationship to Money Rating: 5 out of 5 stars5/5Principles: Life and Work Rating: 4 out of 5 stars4/5Investing For Dummies Rating: 4 out of 5 stars4/5The Money Answer Book Rating: 4 out of 5 stars4/5Personal Finance For Dummies Rating: 4 out of 5 stars4/5Summary of R. Nelson Nash's Becoming Your Own Banker Rating: 0 out of 5 stars0 ratingsLegal Loopholes: Credit Repair Tactics Exposed Rating: 4 out of 5 stars4/5Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! Rating: 5 out of 5 stars5/5
Reviews for How to Find a Good Financial Planner
0 ratings0 reviews