How to Find a Financial Adviser
Wed, Jan 04, 2023
......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
By as seen at Kiplinger.com
The Best and Worst Ways To Spend Your Year-End Bonus
Tue, Dec 06, 2022
Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More
By Cynthia Measom in Yahoo Finance
‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
Wed, Nov 09, 2022
.....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
By Liz Weston in LA Times
How to Pick a Financial Advisor
Wed, Nov 09, 2022
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More
By Bernice Napach in WSJ
How to Find a Fee-only Financial Advisor – And Why it Matters
Tue, Sep 13, 2022
....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
800-585-9888