This big industry of financial services is confusing enough. What makes it more confusing is the fact anyone can call themselves a financial advisor. Yes, this is true. It is important for you to verify if you advisor is licensed or just an advisor in name only.
Michael Kitces wrote a great article recently ranking what savings vehicles are the best for high-income earners. I thought I would share some of the high points of his article, while also providing a link to his original content, which you should be reading on a regular basis.
I often get asked if there are taxes in retirement. The short answer is there will be taxes in retirement for most people. I wanted to take some time and highlight some of the key issues retirees deal with when it comes to retirement taxes.
I decided it was time to update the About Me video on my website. The old one was animated and it was the best $35 I spent when launching my practice.
A recent article in InvestmentNews shared some of the findings of recent investor roundtables hosted by the SEC. To no ones surprise, investors want more clarity when it comes to the fees they are paying.
Have you ever wondered if your retirement plan is on track, but didn't want to spend a ton on a 100-page plan you need a PhD in finance to understand? Well, I'm making a Crazy Dan deal where I'm offering my Results in Advance plans for half off at $300.