Fern Alix LaRocca
CFP® EA RIA
Free
Wealth Beyond Money Expert
Fern Alix LaRocca Quick Facts
- Main Areas
- Financial Planning
- Best Sellers
- 6 Secrets of the Wealthy
- Career Focus
- Coach
- Affiliation
- ICF, NAPFA, FPA, CSEA
My business credentials:
I am a Certified Financial Planner™
Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
Founder of Advanced Financial Designs
A fee-only financial planning, investment and tax planning firm
Registered Investment Advisor
Graduate of Corporate Coach University
Member of:
International Coach Federation
Financial Planning Association
National Association of Personal Financial Advisors
Califo
ia Association of Enrolled Agents
Free Articles & Book Excerpts
Articles by this expert
SelfGrowth articles and saved writing connected to this expert.
Article
Six Common Mistakes Where People Leave Money on the Table
I have worked with very wealthy people and very poor people and one of the dividing lines that makes the difference is that wealthy people take the time to save a dime. The most precious resource that we have is time. And everyday we make decisions about how we want to spend our time and our ...
Recently added
Article
Change Your Behavior and Make Money by Avoiding These Four Common Misjudgments
Why do so many investors lose money only to repeat the same cycle and lose money time after time? Well, a whole new field is examining that- it is called Behavioral Finance. This field illustrates the tendency for investors to become more optimistic when the market goes up and more pessimistic ...
Recently added
Article
Build Wealth in Challenging Times with These 5 Tips
It is hard to build wealth in challenging times like this. As part of your personal do it yourself financial plan you need to be able to ride out economic downtu s associated with high unemployment, a depressed stock market and slow consumer spending. You can keep your head above water with these five tips : 1. Think past frustration, fear and/ or anger and get educated about possibilities . Your greatest worry in the unknown. Focus on what you can do and figure out when you
January 21, 2011
Article
5 Tips to Cope with the Financial Crisis
Many investors are frightened as they watch the changes the economy is going through. The uncertainty about the future and the changes that are happening make people wonder what they should do and what do the changes mean to them? Here are 5 tips on what you should do: 1) Are you protected in the current financial crisis? If you own a checking, savings, or certificate of deposit, you should make sure that you are insured by the FDIC. The FDIC insures up to a $100,000 per fin
March 20, 2009
Websites & resources
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Favorite Quotes & Thoughts from Fern Alix LaRocca
Let me empower you to create a financial plan for a prosperous life!