edelman’s financial planner, part 2: integrity trumps a short-term sale September 12, 2007

Last week’s Edelman rep owns a completely different philosophy.
After a few hours of reviewing our situation, he offered to draft an official financial plan - an $800 service. But he immediately said directing that $800 toward our debt pay off would be his first recommendation … vs investing it toward his fees at [...]

Edelman’s financial planner, part 1: my credit card & the taj mahal September 10, 2007

In my quest to find a financial planner for my family, I met with one last week from Ric Edelman’s firm. I’ve read a few of Ric’s books & appreciated his no-nonsense style & wit. I theorized associates working for his company would espouse similar credibility.
And that proved true with the planner [...]