Tag: fee-only financial planning
Jun 1, 2026
As you advance in your career and begin to build financial security and invest for the future, you will build a financial team. Most likely, you will do this one professional at a time. You’ll find a CPA to do your taxes, a financial advisor for investments, and an...
Mar 23, 2026
How do you find a competent, ethical financial advisor? An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming harder to do. This...
Oct 6, 2025
Have you ever been tempted to ignore a dripping faucet? Just a drop here and there doesn’t look like much, but leave it long enough and you’ve got water damage. Inflation works the same way. Ignoring it is like letting a faucet drip in the basement—easy to overlook...
Mar 3, 2025
Recently, reading a training manual on elder abuse, I was reminded of a financial risk that is often overlooked. One of the fastest and easiest ways to unravel your financial security is to have the wrong person gain control of your money. The example in the manual...
Jan 6, 2025
Over the years of writing these columns, I’ve tried to maintain a mix of topics that address both the technical aspects of investing or financial planning and the emotional component of our money behavior. I realized recently that, despite my love of numbers and...
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