Tag Archives | hiring a financial planner

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Financial Literacy Quiz

A recent NYT article provided a quick and easy way to determine whether you need a financial planner. The article pointed out that since 2009, most folks believe their financial acumen has increased. But according to this quiz, which has been administered consistently for several years, overall financial acumen has decreased. Talk about mismatched realities! The majority of […]

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mike wroblewski certified financial adviser

Tips for Hiring a Financial Planner

I have recently been asked to present the basics about personal financial planning and what to look for in hiring a financial planner. In short, a personal financial plan pulls your whole financial life together in one place. By doing so, it allows you to get a good picture of where you are right now. […]

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