A house is the largest purchase most of us will make in our lives, so it makes sense that questions about housing come up often in the financial planning work we do with clients. There… Read More
Used Car Salesmen and a Fiduciary Standard
The reputation of the financial services industry is, to put it mildly, not great. Surveys have found that trust in the industry is generally low, and still other studies have shown that financial advisors rank… Read More
Finding the Best Wealth Manager for You – Fit
If you are searching for the best wealth manager, understanding how they earn their income and what professional designations they have is important, as I explained here and here. Beyond that, though, fit is extremely… Read More
Identifying the Best Financial Planner for You – Designations
In last week’s post about how to find the best financial planner for you, I covered the various business models advisors use to generate income. Beyond knowing how an advisor earns her keep, another critical consideration… Read More
Finding the Best Financial Advisor for You – Advisor Compensation
Our most recent blog posts have covered what you should look for in a financial plan, and whether you need a financial plan. If you have decided you do want to work with a planner,… Read More
Who Needs a Comprehensive Financial Plan
In last week’s blog post, I covered what every financial plan should include regardless of whether you were concerned with retirement planning, planning for an inheritance or some other issue. This week, I want to… Read More
What Does a Personal Financial Plan Include?
If you have considered working with a financial advisor on a personal financial plan, but have held off because you weren’t sure what the plan would include, this post is for you. The confusion around… Read More
A Fee Only Financial Planner’s Resolution – Implementing a Budget
One of the biggest financial changes my wife and I made over the last year was to put a budget in place. It may seem strange that a fee only financial planner wouldn’t have a… Read More
What I Wish A Financial Advisor Had Told Me – Part 2
In last week’s post, I outlined things I could have learned from a good financial advisor had I been working with one early in my career. The list is – sadly for me – on… Read More
What I Wish A Financial Planner Had Told Me
I didn’t begin my career as a financial planner. Although I always had an interest in finance, an early opportunity to work in the music industry and travel the world was too good to pass… Read More