Signs Your Advisor May Not Be A Fiduciary
The financial services industry is once again making things more confusing. And again it deals with a fiduciary standard. Seriously! How hard is it to put a client's interests first?
The financial services industry is once again making things more confusing. And again it deals with a fiduciary standard. Seriously! How hard is it to put a client's interests first?
Your IRA, Roth IRA, 401k and more are shells where you can do your investments. You know, like an empty flower pot.
Another quarter is in the books. The 2nd quarter was another solid one, but is there reason to start being concerned about the economy?
I've been operating under a flat-fee for a little over three years now. I thought I would take advantage of this short week by sharing some random thoughts on my flat-fee structure.
While there are income limitations to a regular old Roth IRA, the same rules do not apply when it comes to a Roth 401k. It's true!
I'm often asked by clients whether they should pay off their mortgage early. It often comes down to a personal decision. Mark Allan Bovair recently explained some great reasons not to pay off a mortgage early.