Category: Advisors

Find a Financial Advisor with The Tools to Tailor

Choosing a credible financial advisor begins with checking credentials. Not all who hold themselves out as financial advisors are accredited, meaning a third party hasn’t...

How to Choose the Right Financial Advisor

You’ve decided working with a financial advisor might benefit your financial future and your company 401(k), but now it’s time to choose the right financial...

What’s a Fiduciary and Why Does It Matter?

There’s been a lot of media coverage lately re: The Department of Labor’s (DOL’s) soon-to-be new rules for financial advisors to act as fiduciaries for...

A Reliable Financial Advisor Fills Multiple Roles

You know how to change the oil in your car. You can mow your own grass and fix a leaky faucet. Sure parenting had a...

Does Your Prospective Financial Advisor Have a Mug Shot?

As a Certified Financial Planner™ fee-only practitioner I have seen a disturbing trend recently of clients and prospects seeking my assistance with their concerns regarding...

Suitability vs. Fiduciary Standards…It Matters!

If you are anything like us, you are always busy — right? We tend to make time for what is most important to us but...

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