There is something about the midpoint of the year. If you’re like me you’ve had a couple freak-out moments! “Where has the time gone?!” We think back on our intentions, and while we’ve probably made progress in some areas, there are always things we meant to do that we’ve pushed off because, well, life happens…
Financial Planning F-Words: Fee-Only & Fiduciary
I’ve been asked why I think fee-only planning is a better business model. I’ll start by saying that it’s not a superiority thing; there are good planners in every version of financial advising who are trustworthy and who take great care of their clients. The opposite is also true. That said, there is a reason […]