Tag Archives: Financial services

How Do Financial Advisors Get Paid? Glad You Asked!

This is an article recently published on the Wealthminder blog. The topic is on the minds of more and more consumers, and this post does a great job explaining a rather complicated subject. Not only is it well written, informative, and … Continue reading

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Six Questions Every Proactive Investor Should Ask Their Financial Advisor

And Some Basic Math! I felt compelled to write this article after recent meetings with two different clients. In each case, they entered into investments where high fees virtually guarantee they won’t be able to reach the projected returns, let … Continue reading

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Is Your Financial Advisor Working For You?

It may be a shock the answer to this question is in many, many cases, NO. Let me explain. There is currently much controversy in the government right now over what’s called the “Fiduciary Standard.” The word “fiduciary” comes from the Latin … Continue reading

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WHY FINANCIAL FREEDOM PLANNERS?

About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading

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How Much Money Do I Need To Use A Financial Advisor?

A comment we hear frequently from people is “I really don’t think I have enough money to use a Financial Advisor.” Dylan Ross, CFP® discussed this recently in an article on the Garrett Planning Network website.  “At what point does it make sense … Continue reading

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AVOIDING THE WOLF OF WALL STREET: 4 MUST-ASK QUESTIONS

It seems every few years there is another movie about Wall Street taking advantage of the public.  Probably the most famous one was Wall Street in 1987, when Michael Douglas played Gordon Gekko as the mentor to Bud Fox, Charlie … Continue reading

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People Make Better Decisions With Financial Advisors

A recent article in Investment News by Liz Skinner quoted Robert Shiller, a well-known Yale Economist and Nobel Laureate, as saying “Everyone needs an advisor.”  He stated “lack of good financial advice was one of the problems that led to … Continue reading

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