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Tag: fee-only financial planning

Does Your Financial Advisor Owe You Trust?

Watch this video on YouTube In today’s complex world of technology, regulations, and finance, a critical life skill is finding advisors and service providers we can trust. Few of us know how to repair a laptop, grasp the details of income tax regulations, or...

Research Cited; Planners Needing Planners

An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners. Rick is cited in the article, which is titled “No, Really: You Need Your Own...

Clarify Financial Planning Advice With Reflective Listening

Watch this video on YouTube Here’s a useful bit of advice I got from one of my staff members several years ago: “Rick, your clients don’t understand half as much about investing as you think they do.” She didn’t intend any disrespect to...

Rick Considering Giving Up CFP Designation

Since becoming the first Certified Financial Planner (CFP) in South Dakota in 1983, “I’ve been an ardent supporter of the CFP designation,” Rick says in a July 23 article in Financial Planning. Keeping that designation may no longer be possible for...