Tag: RIA

RIA vs IAR: What Is the Best Type of Financial Advisor for You?

Financial advisors use a disturbing number of titles and qualifications these days, making it a challenge for an investor to determine what kind of advisor...

Top Financial Advisors Don’t Collect Commissions

In previous articles I’ve written, I’ve gone over the question to ask when hiring a true financial professional (aka a fiduciary), the way to find...

5 Steps to Take Before Buying a Home

Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...

The Financial Equation: Don’t Spend More Than You Bring Home

This article title sounds so simple in theory, but it seems to be very difficult in today’s day and age to effectively put into practice. ...

Thinking of Working with an “Advisor”? Ask This Question FIRST… updated Nov’14

If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...

Do You Need a Budget AND a Financial Plan?

I’ve spoke to a lot of people through the years and read quite a few articles that assume this point:  you only need a budget...

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