Resource Center

Resource Center

October 2019 Blog Archive

Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com )

Hiring a Fee-Only Financial Planner? Here’s What You Need to Look for First ( @ Clark Howard.com ) Thu, Oct 24, 2019 .......According to Barron’s magazine, some $17 billion is lost in retirement savings every year simply because dishonest financial advisors steer their clients toward investments that meet general suitability requirements but aren’t in the best inte... Read More

By Theo Thimou

A 6-step guide to choosing the right financial professional for you

A 6-step guide to choosing the right financial professional for you Wed, Oct 23, 2019 Getting help on your financial decisions isn’t a bad thing. But with so many professionals and options out there, how do you go about choosing the right expert to work with? Read More

By Megan Leonhardt (CNBC website)

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