FG Management

Why the investment industry’s process of creating financial plans is backward

When financial plans are offered after investments are made, advisors miss out on potential discoveries that can lead to the successful implantation of a client’s portfolio

Building Momentum Through Financial Planning

Learn more about the investment management industry including Building Momentum Through Financial Planning.

The 3 Most Common Financial Plan Mistakes

Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street. Successful investors understand the importance of creating a well-thought-out long-term financial plan. Failing to plan is a primary reason why so many people under-perform their...

The Three Most Common Financial Plan Mistakes

“Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street.” Successful investors understand the importance of creating a well-thought out long-term financial plan. Failing to plan, is a primary reason why so many people under-perform...

Steps Towards Financial Planning

Financial planning is a vital concern to many senior citizens, both to ensure a comfortable and secure retirement, and, in many cases, to protect wealth for the next generation. The first step toward wise money management is learning the ropes, in order to gain basic understanding of the different kinds of investments. The next step …

What's Your Financial Plan?

Consumer Financial Protection Bureau Outlines Guiding Principles For The Future Of Foreclosure...

Consumer Financial Protection Bureau Outlines Guiding Principles For The Future Of Foreclosure Prevention

Why financial planning plays a major role in maintaining your mental health

Financial planning, money management, and investments have traditionally been male-dominated and male-oriented. Women have not been encouraged to actively manage money as the ecosystem has predominantly targeted men.

Does Financial Planning Help?

Here are five ways having a financial plan can help you.

Who Needs Financial Planning?

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.” Over the years, it has been our experience that no one wakes up thinking, “I just have to do financial planning – starting today!” Instead, most prospective clients contact us when a triggering event occurs, such as a pending sale of a business, an increase…

5 Steps to an Effective Financial Plan

It is important to have a financial plan at any age. Learn what you need to do to create a solid financial plan that will work for you.

Steps to Financial Planing [Infographic]

8 necessary steps to successful financial planning.

Do You Want Product “Solutions” or Real Financial Planning?

We live in a world filled with cheap and easy “solutions." Buying an investment or insurance product is a quick fix, not real financial planning. You need real financial planning for long-term financial success.

Financial Planning Basics: For 40-Somethings

Here are some steps to take in your financial planning practices in your 40s -- but as always, I highly suggest that you pay for the assistance of a financial planner who can help you to put all of your eggs in a row.

Financial Planning Is More Than Numbers

The numbers should be working for you, to help you achieve those goals. You shouldn’t be working on your financial plan just to achieve the numbers.

Volatile Markets: Can Financial Planning Help?

Is Market volatility making you nervous about your investments? Financial Planning can help.

Financial Planning: The Power of Questions

Asking questions and the dialog this creates might be the most important financial planning tool of all.

Financial Planning Basics in 9 Steps

Everybody wants to have a solid financial plan, but over 40% of Americans don't have one. Unless you develop a formal strategy – like a written plan – it can be tough to accomplish a

Why Should You Care About Financial Planning?

Financial Planning can help you make big decisions, but it can also help you avoid big mistakes. Do you have a financial plan?

The 7 Most Important Steps of Financial Planning

Do you need help with your finances but don't know anything about the steps of financial planning? To alleviate the confusion, there are 223,400 personal financial advisors, according to the most recent (2012) Bureau of Labor Statistics Occupational Outlook Handbook, that can help you draw up a financial plan to get you back on track. A financial planner can assist with some or all of your money issues by helping you create a financial plan for retirement or college, as well as providing…