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How We Helped a Client Prepare for Retirement

What does a financial advisor actually do to help people prepare for retirement? Hear how we helped one family enjoy an early retirement.

Fiduciary or Not? How to Know if Your Financial Advisor Has Your Back

How important is it to have a fiduciary as an advisor? Read on to find a financial planner who has your best interests at heart.

10 Essential Questions to Ask Your Advisor

Asking the right questions of your financial advisor makes all the difference. Learn the top 10 questions to find the right fit for you.

WHAT ARE THE DIFFERENCES BETWEEN A BROKER/DEALER AND A REGISTERED INVESTMENT ADVISOR?

Survey results indicate 76% of Americans do not know the difference between a broker/dealer and a Registered Investment Advisor. Do you know the difference between the two?

“FINANCIAL ADVISORS” AND MARKETING

Flipping through the local paper, I noticed a standard advertisement from a “financial planning” firm. We’re seeing more and more of these advertisements that are designed and written to appear as an actual article of the publication.

STUDY SAYS FINANCIAL ADVISORS OFTEN WORK AGAINST THEIR CLIENTS’ BEST INTERESTS

Financial advisors often work against their clients’ best interests if it means earning more in commissions, according to a recent study by the National Bureau of Economic Research (NBER).

IS WORKING WITH A FINANCIAL ADVISOR WORTH IT?

HSBC recently published an article titled “The Future of Retirement, The Power of Planning” which compares the circumstances of investors who work with a financial planner to those who invest on their own.

DECEPTION IN THE FINANCIAL SERVICE INDUSTRY

To be blunt, there is deception all around us. The primary presidential elections are a perfect example – whether it is Republicans debating with Republicans, Democrats questioning other Democrats, or Republicans and Democrats fighting each other, there is so many half-facts and conflicting information that it is impossible for everything said to be true.

WHAT IS THE DIFFERENCE BETWEEN FEE ONLY AND FEE BASED FINANCIAL ADVISORS?

Fee-only financial planners never accept commissions or compensation from the products they recommend, as they are compensated only by their clients and their compensation is the same regardless of the products they recommend.