Posts Tagged: financial planning

’Tis the Season (for Financial Planning)

holiday gift
The period between Thanksgiving and the end-of-year holiday season would seem like a sleepy time for financial planners but in fact, it is anything but!  You might be surprised at how much financial planning activity takes place on your behalf in the final month of the year. For instance?  Even...
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Fee Only vs. Commission-Based Advisors

coins and calculator
There are three primary ways that financial advisors are compensated: [1] Fee Only, [2] Commission, and [3] Fee and Commission.  Each has its own set of conflicts of interest (none are conflict free!) but we believe that Fee Only has the least amount of conflicts.  Let’s explore the definitions ...
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