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Year: 2016

Retiring Abroad a Major Life Decision

Watch this video on YouTube The recent presidential election was the most contentious and polarizing in modern history. In the past it hasn’t been unusual to hear people say, “If _________ is elected I am leaving the country,” but I’ve rarely seen...

106 Things We Do For Clients, No. 1

What do fee-only financial planners really do for clients? In listing answers to that question, we came up with 106 specific things. Here is the first one. 1. We care more about you and your money than anyone who doesn’t share your last name. No other...

Action Now Is Key to Easing Financial Fears

Not long ago, one of Americans’ top fears was public speaking. Apparently Toastmasters is working; this fear didn’t even make this year’s Top 10 list. Chapman University recently completed its third Survey of American Fears, as reported in an October...

CFP No Guarantee Financial Adviser Puts Your Interests First

Watch this video on YouTube One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their...

How To Find Trustworthy Investment Advice

Watch this video on YouTube Is investing fun? Certainly—for some of us who think number-crunching is more exciting than, say, gardening or watching “Game of Thrones.” Yet, as crucial as investing is for creating financial independence, most people don’t...