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Channel: Kaplan Financial Advisors Blog » Suze Orman
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Avoid Variable Annuities

Suze Orman doesn’t like them. Some journalists are suspicious of them. Fee-only advisors (= advisors who don’t sell products) generally avoid them. I believe the public generally gets ripped off when...

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Suze Orman’s Take on Financial Planners

Suze Orman is a media star in the buttoned up world of financial planning. Accordingly, it’s easy for some professionals to dismiss her as a “lightweight,” even though she does a credible job preaching...

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Ring in the Year with Investment Clarity!

 by Eve Kaplan, CFP(R) Practitioner “Out with the old and in the new” – so the old adage goes at the start of each year.  I hope 2014 will bring even more clarity and transparency to the financial...

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