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 […]
If you are anything like us, you are always busy — right?
We tend to make time for what is most important to us but never […]
Everyone claims to be a financial advisor who is also a trustworthy financial expert. They make these claims to win your trust and gain control […]
I have always admired Bob Veres for his good intentions and what he has tried to do consistent with core beliefs that are laudable. However, […]
Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all […]