On the Money

Educating advisors to serve the public by Kevin Reardon, president of Shakespeare Wealth Management in Brookfield, and president of the Financial Planning Association of Southern Wisconsin.

Managing your personal finances can be a daunting task. Consider a few recent issues affecting your finances: the financial crisis, tightening credit markets, ever-changing interest rates and mortgage rates, changing tax rates, changing estate laws, the new health care reform legislation, conflicts in the Middle East, disaster and tragedy in Japan, etc. 

How should you respond to these events, if at all? Do you have a person you can go to that understands your personal situation? 

The Financial Planning Association of Southern Wisconsin, an organization of financial professionals, provides continuing education and resources to financial advisors. Here are some of the characteristics that the FPA recommends individuals make sure their advisors possess:

Read more in the latest issue of BizTimes Milwaukee.

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