As the owner and operator of a retirement-focused financial planning firm, I’ve had the pleasure of working with some truly incredible people over the years. I’m constantly inspired by the dedication and passion my clients show towards achieving their financial goals. It’s a blessing to serve such an awesome group of people who are genuinely […]
7 Clients I Will Absolutely Never Work With Read More »
Choosing the right financial planner can be critically important. Being an industry insider for the better part of a decade has given me an interesting perspective on evaluating fellow planners and while some are wonderful, some should be avoided like the black plague. I see many people make the mistake of focusing solely on returns,
9 Ways to Evaluate a Financial Planner Read More »
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it
A Tale of Two Advisors Read More »
With all the noise that exists about investing, it is difficult to have any confidence in what the correct solutions are for your investments. While there are almost limitless options regarding the different types of investments (some obviously better than others), this week we are focusing on Class A Share Mutual Funds. A-Share Mutual Funds
A-Shares: An Antiquated Investment Read More »
A Harris poll in 2017 found that 60% of respondents had no idea how much in fees and costs was associated with the financial advice they were getting. This is for good reason as the financial industry has intentionally made it difficult to understand how much you are paying. I have found in talking with
How Much are You Paying for Financial Advice? Read More »