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Tag: fee-only financial planning

Common Retirement Money Mistakes

One of my retired clients is fond of telling me, “Growing old is not for the faint of heart.” As we age, it becomes increasingly important for us to have a support system that will advocate for us, or “have our back.” Putting such a support...

Here are 7 Financial Advisor Red Flags

A financial advisor that you feel you can trust is not automatically one who is trustworthy. Making that distinction can be crucial to your financial well-being. “Feeling” that a person is trustworthy or “listening to your gut” is not a safe...

High Advisor Commissions for High-Risk Investments

Financial advisors who charge commissions are two to eight times more likely than those who charge fees to recommend risky investments. This is the finding of a survey done by the North American Securities Administrators Association (NASAA) of 516 financial firms with...

Financial Caregivers Need Self-Care, Too

Watch this video on YouTube These are hard times to be in the caregiving business. Of course, front and center in this crisis are the medical caregivers charged with people’s physical wellbeing. These devoted and courageous professionals risk their lives caring...

“Fee-Based” Does Not Mean Fee-Only Advisor

Watch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of advisors’ compensation models. The CFP Board sets the...