Not every financial advisor is a fiduciary: Why it matters for your money
Wondering “is my financial advisor a fiduciary?” Hiring the wrong professional could cost you significant money and long-term financial security. Who you take financial advice from is completely your prerogative, but we believe that you should be working with a Fiduciary. Linkedin Searching For a Fiduciary Maybe, you already have a financial […]
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. Linkedin When you need critical health, legal, or tax advice, you probably seek the services of an expert. You assume this “expert” will give advice that is intended to give you the very best outcomes specific to […]
Retirement accounts are bad retirement plans
Retirement accounts are not actual retirement “plans.” You may be confused about your financial future because you don’t have a plan. Read to find out. Linkedin What if I told you that you don’t have a retirement plan or that your retirement plan is likely inadequate? Would you be surprised or confused? Retirement accounts are […]
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 stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money and you are their target. Linkedin Have you ever wondered why it seems […]
Four Retirement Planning Questions To Consider
Be honest. Have you ever thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement planning and your financial future. We’ve made it through many of the […]
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 article to learn the key difference between fee-only and fee-based advisors. Linkedin Seeking Financial Guidance When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide […]