Planners & Organizers 

• Alto Shaam
• Automation Direct
• Fasco
• Makita
• Randell
• Senco
• South Bend
• Walter

Why financial planners hate Utah

CNN Money

Clients come to me with money in college savings plans from dozens of states, but I've never seen a single one who had invested in Utah's 529. Why is that? I assume it's because, unlike most states, Utah doesn't have an adviser-sold plan, so financial planners have no incentive to invest their clients' money in it.   ...read more

Planners preying on military personnel

CNN Money

Question: I am a pilot in the military and my wife is currently a student. We have a financial advisor who likes to refer to himself as a "fiduciary" and not a financial advisor. This company specializes in military families and was referred to us by a fellow active serviceman.   ...read more

Tell your planner you'll sleep on it

CNN Money

If you've ever sat down with your adviser and felt an overwhelming urge to immediately do what he says, that was no accident. The meeting may have seemed like an objective evaluation of your finances. But what you may not realize is that a lot of planners have another purpose: to quickly close the sale.   ...read more