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Who Does Your Investment Advisor Work For?

Watch this video on YouTube I’ve written previous columns about the importance of working with financial advisors for whom you are a client rather than a customer. To a fee-only financial planner, you are the client. Like an attorney or accountant, the planner has a...

What Do You Tell Your Kids About The Economy?

“What do you tell your kids about the economy?” an article by Ann Dahl, may be required reading for parents. It appears on the Educational Employees Credit Union site today and features advice from Rick. The article addresses the importance of being...