Wondering "is my financial advisor a fiduciary?" Hiring the wrong professional could cost you significant money...
Not Every Financial Advisor is a Fiduciary: Why It Matters for Your Money
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Travis Maus
How to verify a fiduciary advisor
Are the professionals providing you financial advice acting as a fiduciary? Here's how to verify a fiduciary advisor....
How to recognize the need to provide care for a loved one
It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically,...
Retirement accounts are bad retirement plans
Retirement accounts are not actual retirement "plans." You may be confused about your financial future because you...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and...
The Top 5 Things to Know About Independent Financial Advisors
If you are considering hiring an independent financial advisor, make sure you understand and are comfortable with the level of their independence.
Fee-Based or Fee-Only Financial Planner?
The decision you make regarding whom you get financial and/or investment-related advice from is important. Read this...
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones...
Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55...
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions....
Fiduciary Financial Advisor
"Fiduciary Financial Advisor" sounds good, but it lacks specificity. You need to avoid buzz terms and industry jargon....
Finding an Independent Financial Advisor
Finding an independent financial advisor is easy. Just google it. But does independence mean you are getting a better...
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