Tag: financial planning costs
Sep 30, 2013
The Cost of SEC ComplianceWatch 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...
Jun 3, 2013
Defining FiduciaryWatch 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...
Apr 25, 2011
What to Charge for What You DoWatch this video on YouTube According to Warren Buffet, “Price is what you pay, value is what you get.” It might be more accurate to say, “Value is what you believe you get.” Price can be a fixed amount, but value is a matter...
Jan 24, 2011
If you’re a plumber, do you send your sister a bill for replacing her leaking shower head? If you make your living as a massage therapist, do you expect your mother to pay you for her twice-monthly massages? As a financial planner, do you charge your family...
Feb 22, 2010
Protecting What You HaveWatch this video on YouTube “It isn’t how much money you make that matters; it’s how much you get to keep.” Recent years have shown most investors that an unfavorable stock market or global financial crisis can threaten their nest eggs. A...
