Watch this video on YouTube Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the...
Watch this video on YouTube You’ve decided it’s time to engage a financial planner, but you don’t know any financial planners. How do you know whom to trust? For years I have recommended that you start by finding a professional with the CFP®...
Watch this video on YouTube “I’m the auditor, and I’m here to help you.” Now, there’s a phrase to send cold chills down anyone’s spine. It doesn’t matter whether you’re a taxpayer, a company with government contracts, or...
Watch this video on YouTube You can spot comparison shoppers a few aisles away at any retail store. They are the ones carrying articles from Consumer Reports, badgering the salesperson with a million and one questions. People who manage money well are usually big fans...
Watch this video on YouTube Okay, I did it again in a recent column. And I got into trouble again. That’s what I get for using the F-word. “Fiduciary.” My most recent transgression was to point out the simple fact that insurance agents are...
