Last week I discussed the responsibilities that you have when working with a financial planner. This week I want to shift my focus to the expectations you should have when working with a financial planner. In other words, what should a financial planner be doing for you? In today’s blog post, I will be sharing […]
What To Expect When You Hire A Financial Planner Read More »
There are many articles written about what a financial planner does for you and what you should expect from them. But, in my opinion, the best relationships will also focus on what a financial planner expects from YOU. After all, it should be a relationship, not a one-sided street. So, in today’s blog post I
Your Responsibilities When Working With A Financial Planner Read More »
Finding a financial planner can be a daunting task, especially since he or she is someone who will potentially be managing your life savings and giving you advice on various important topics. This decision is not one that you should take lightly, so in today’s blog post you’ll learn 5 things that you need to
How to Find a Financial Planner That’s Right For You! Read More »
While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire signs you should hire a financial advisor.
3 Sure Fire Signs You Need to Hire a Financial Advisor Read More »
In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs from other types of advisors out there. Be sure to watch the short 2-minute video to the end so that you don’t miss out on your chance to “meet” our
(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You Read More »
One of my biggest pet peeves is when a company doesn’t list their fees on their website. These companies usually do a great job describing their product or service, but there’s usually a mystery as to what it costs. Financial Advisors have historically been very notorious for this sort of practice. In fact, I remember
The Cost to Hire the 3 Different Types of Financial Advisors Read More »
Whenever you see a blog post from a financial planner, you’re first reaction is likely that this is going to be completely biased and they will try to convince you to use their services. Well, sit back and relax, because this post is going to be unbiased and you will learn the 3 things that
(VIDEO) Professional Financial Planners or DIY: Which is Best? Read More »
Many people shy away from hiring a financial advisor because they think they aren’t wealthy enough. In today’s blog post, I will discuss that this mindset has evolved as a result of some arrogant and greedy decisions by those in the financial planning and investment industry. However, there is good news in that even those
Why You Don’t Have To Be Wealthy To Hire A Financial Advisor Read More »
Over the last two weeks I’ve blogged about the do-it-yourself investor’s hesitancy to pay an advisor and the growing number of inexpensive investment solutions that have cropped up resulting in a misguided belief that “cheaper is better”. In this last article of the series, I discuss whether or not there is “real” evidence and value supporting the decision
Does It Pay To Pay An Advisor? Part III Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight. The first article, written by Bob Veres, is titled The Other Side of the Equation. In this article he discusses financial advisor fees and how advisors need
Articles of Interest Read More »
Last week in Part I of Does It Pay to Pay an Advisor, I discussed why the do-it-yourselfer chooses to handle their own finances and that avoiding a financial advisor fee does not necessarily equate to saving money. This week I’ll discuss the proliferation of cheap investment options (i.e. index funds and ETFs) and investment management solutions (i.e. robo-advisors).
Does It Pay To Pay An Advisor? Part II Read More »
Today marks the beginning of a 3-part series on Does It Pay to Pay an Advisor. In today’s article, I’ll discuss why some people choose to handle their own finances, why they’re hesitant to pay an advisor, and that avoiding an advisor fee doesn’t always equate to saving money. Next week I’ll talk about the growing number of
Does It Pay To Pay An Advisor? Part I Read More »
