Tag: financial advisors

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Using The Internet To Find And Research Financial Advisors

Read this timely article if you are planning to change financial advisors or select your first advisor in the first quarter of 2017. How do...

Five Tips for Tax Preparation

It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...

The Compound Interest Effect

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”     Albert Einstein...

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...

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