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
How Inflation Affects Financial Planning
Wed, Mar 09, 2022
.....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More
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