What To Expect When You Hire A Financial Planner
Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the
August 19, 2022
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Category: Fees
Your Responsibilities When Working With A Financial Planner
There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the
August 9, 2022
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How to Find a Financial Planner That’s Right For You!
Finding a financial planner can be a daunting task, especially since he or she is someone who will potentially be managing your life savings and
October 24, 2018
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3 Sure Fire Signs You Need to Hire a Financial Advisor
While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire
June 27, 2018
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(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You
In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs
June 7, 2018
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The Cost to Hire the 3 Different Types of Financial Advisors
One of my biggest pet peeves is when a company doesn’t list their fees on their website. These companies usually do a great job describing
April 4, 2018
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(VIDEO) Professional Financial Planners or DIY: Which is Best?
Whenever you see a blog post from a financial planner, you’re first reaction is likely that this is going to be completely biased and they
March 28, 2018
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Why You Don’t Have To Be Wealthy To Hire A Financial Advisor
Many people shy away from hiring a financial advisor because they think they aren’t wealthy enough. In today’s blog post, I will discuss that this
March 21, 2018
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Does It Pay To Pay An Advisor? Part III
Over the last two weeks I’ve blogged about the do-it-yourself investor’s hesitancy to pay an advisor and the growing number of inexpensive investment solutions that have cropped
June 21, 2017
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Articles of Interest
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d
June 16, 2017
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Does It Pay To Pay An Advisor? Part II
Last week in Part I of Does It Pay to Pay an Advisor, I discussed why the do-it-yourselfer chooses to handle their own finances and that
June 14, 2017
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Does It Pay To Pay An Advisor? Part I
Today marks the beginning of a 3-part series on Does It Pay to Pay an Advisor. In today’s article, I’ll discuss why some people choose to
June 7, 2017
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