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 […]
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.
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 […]
The Effects of Investment Fees Over Time
High management fees may rob your retirement accounts and investments’ ability to grow. Who’s Giving You Advice When it comes to investing, everyone has an opinion on the best way to go about it. There are stockbrokers and money managers who always seem to have the best ideas but never seem to […]
What is the FIRE Movement?
Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article. Connect on Linkedin Much of the chatter in the financial world is chattering with the word “Fire,” specifically the acronym “F.I.R.E.” But what does this mean, and why does it matter? The acronym stands for Financial Independence, […]
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 years, with 38% expecting to retire in the next ten years. But does the age of your financial advisor really matter? Linkedin Average age of Financial Advisors For most of your life, a financial advisor is […]
Investing vs Saving – How Do You Balance Saving for Retirement with Other Savings Goals?
Many wonder how they should balance investing vs saving. This article will help you strike a balance that works for you. This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and […]
Fiduciary Financial Advisor
“Fiduciary Financial Advisor” sounds good, but it lacks specificity. You need to avoid buzz terms and industry jargon. This article will describe how to find a real fiduciary. Connect on Linkedin “Googling” Fiduciary Financial Advisor My world revolves around defining fiduciary standards and processes, but I was confused when I first heard the term […]
Finding an Independent Financial Advisor
Finding an independent financial advisor is easy. Just google it. But does independence mean you are getting a better experience? There has to be a different way! Are you seeking unbiased advice? Are you frustrated that, try as you might, you just keep having the same experience over and over again? You attend […]