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How to Find a Fee-Only Advisor by Clark Howard
How to Find a Fee-Only Advisor by Clark Howard Thu, Jun 13, 2019 .....Do you have money to invest, but you’re not sure where to put it? Most people who are unsure about investments hire someone to help. Here’s how to do that the right way..... Read More

S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times Fri, Jun 07, 2019 .................Advisers remain the best bet. The safest course is picking an independent, fee-only adviser who makes an explicit promise to act as a fiduciary............. Read More

New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine
New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine Thu, May 23, 2019 .....The new standards aim to provide greater detail and clarity around compensation models. They stipulate, for instance, that CFP holders may only describe their practice as fee-only if their firm and related parties don't receive any sales-related... Read More

5 Smart Financial Steps to Take During Summer as seen in USNews and World Report
5 Smart Financial Steps to Take During Summer as seen in USNews and World Report Tue, May 07, 2019 If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer. Read More

Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance Wed, Jan 30, 2019 Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their experti... Read More

What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith Wed, Jan 16, 2019 .......The point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice. NAPFA advisors dedicate themselves to... Read More

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Thu, Dec 27, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year. But the calculations and rules can be complicated, and you’ll be hit with a penalty if you make mistakes. Here are 10 smart RMD ... Read More

Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool Fri, Dec 14, 2018 President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 ... Read More

Choosing a financial adviser: How you pay is critical as seen in NewsDay
Choosing a financial adviser: How you pay is critical as seen in NewsDay Tue, Nov 20, 2018 It’s no small matter entrusting someone to manage your investments. Scrutinize the person almost as much as someone you marry. There are several considerations, but how you pay the adviser is critical. Here’s why. Financial advisers can be pai... Read More

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