Tag: fiduciary
Jul 6, 2026
“Find a financial advisor who is a fiduciary, someone legally bound to put your interests first.” I have made this recommendation many times over the years. Now, most financial advisors technically qualify as fiduciaries, which is a problem for consumers. In its...
Jul 7, 2025
“How will this administration’s trade policies affect my retirement savings?” “What does it mean for our plans to travel internationally if the value of the dollar declines?” “Is it wise to borrow right now to expand my business?” Clients who ask questions like these...
Oct 23, 2023
Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or...
Mar 8, 2021
“If I was your financial adviser, I would tell you that engaging me is not a good deal for you.” I’ve told hundreds of prospects this over my nearly 40-year career as a financial planner. I can make a good argument that almost everyone would benefit from...
Feb 1, 2021
After you retire, do you still need financial planning? And can you afford it? The answer to the first question is clearly “yes.” The answer to the second is “It depends.” At times it’s true that a financial planner becomes unaffordable in...
