Financial Planning
Fiduciary vs Financial Advisor: An In-Depth Comparison
Understanding the difference between a financial advisor and a fiduciary is critical to your financial success. If you need a financial professional for advice, you
How to Manage Sudden Wealth (7 Steps)
Sudden wealth is a blessing to many, but sadly it becomes a burden for too many people and has actually ruined lives. You would think
17 Questions to Ask a Financial Advisor in First Meeting
Working with a financial advisor is a crucial part of achieving financial security. A good financial advisor will help you effectively manage your money and
Wealth Preservation Strategies: 6 Steps to Secure Your Finances
Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the
Saving For Retirement At 50
Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as
How To Attain Real Wealth
Real Wealth There’s a lot of talk about wealth – how to create it, grow it, keep it – but we often wonder if people
Can You Trust Your Financial Advisor?
Can You Really Trust Your Financial Advisor? Life is getting busier and more complicated, so it’s not surprising to learn that more and more people
Working With a Financial Planner
Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in
How To Avoid Running Out of Money In Retirement
Avoid Running Out of Money In Retirement Life is full of things to worry about, and a recent survey showed that two-thirds of people are
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid financial plan to achieve financial security, which is true at any
Can You DIY Your Finances?
Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”. The idea behind DIY is essentially
Should You Hire A Local Financial Advisor?
There are so many things to consider when hiring a financial advisor – competence, experience, ethics, objectivity & independence, etc. The list can be quite
Investment Checklist: step one, have cash flow?
https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors
Financial Wisdom and Fee Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
The Best Financial Plan is Not Based on Money
If you ask most people “what is the basis for the best financial plan?”, odds are extremely high they’d respond that it would be based
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar to others which could be asked in other areas of
Don’t Confuse Income With Cashflow
You would think that terms like income, earnings and cashflow would be simple. In a certain sense, they are “simple” because each has a relatively
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
2017 Five Star Wealth Manager Award Winner
A Not-So-Humble Brag The urban dictionary defines “humble brag” as an attempt to brag by couching it in a phony show of humility, and we
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
Bench Talk: Habit of Generosity with Kids
https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the
5 Money Truths for Women
We all know that life is more complicated than it was in our grandparents’ day. That’s true across the spectrum of life’s issues, but it
Bench Talk: How I Paid Off $50k in Student Debt
https://player.vimeo.com/video/180201996 Did you know that there are over 45 million people in the United States that carry student loan debt? And….as of right now, you
Bench Talk: Don’t Ignore Your Finances
https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost
Bench Talk: Brewing The Perfect Financial Plan
https://player.vimeo.com/video/162611005For today’s Bench Talk I’m going to be talking about beer and financial plans. I know what you’re thinking, those two things don’t go together.
Bench Talk: Great Coaches Cast Vision
https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.
Our Financial Planning Approach
https://vimeo.com/414960086?share=copy First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and
First Financial Consulting Takes Part In A Unique “Today Show” Event
First Financial Consulting of Pasadena, California assisted NBC’s The Today Show in providing a unique opportunity for American women to call a toll-free phone line
Support For the Recently Widowed
Becoming widowed isn’t something women spend much time thinking about. Whether they’re newly married or been married for decades, women –and men too for that
FFC Teams Up With Kiplinger’s Personal Finance Magazine
First Financial Consulting of Pasadena, California participated in Kiplinger’s Jump-Start Your Retirement Planning Days to provide consumers with free financial advice during their 4th annual