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
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
By Joe Buhrmann as seen at FinancialPlanning.com
The Most Important Questions For Your First Meeting With A Financial Advisor
Wed, Dec 01, 2021
......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More
Cyber Risk Mitigation
Wed, Jul 28, 2021
What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation. Read More
How to choose a financial advisor: 6 tips for finding the right one
Fri, May 21, 2021
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
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