The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn’t anticipated. It may actually give you a better understanding of what you want from life. A solid, multi-aspect financial plan takes many things into account. It may include a tax minimization strategy, an[…]

How do you find a good wealth advisor? That is a very important question. It is amazing how casually many couples and families approach the search. Consider the observations of MarketWatch senior columnist Chuck Jaffe, who has given many presentations on this very topic. Jaffe commonly polls his audience, asking people to raise their hand if they have worked with a financial advisor. Next,