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WHAT WE'RE SAYING
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WELCOME TO OUR WEBSITE
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AUGUST 27, 2010
Achieving goals
How to save for a goal:
Have you ever struggled to save money for big ticket items- a vacation, car, down payment on a house, or some big electronic purchase? Well, in today’s internet age, there is help available to nudge you along. ...
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AUGUST 16, 2010
Shop both Rates and Fees
Shop for both rates and fees:
Rates and fees vary from location to location so comparing what your uncle got one state away is not a fair comparison. Loan size, credit score, loan to value (how much the home loan is vs. the value of ...
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JULY 9, 2010
The Fiduciary Standard
The new financial reform bill passed by the House has a different standard for financial advisors than the bill passed in the Senate. The House bill ...
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By reaching my site, you are more likely than most to understand that investment advising is not what it used to be. The old model of handing over your money to a manager who charges you to take your money and then receives another payment from the Fund where he invests your money is being challenged by the new model of Fee Only financial advisors. I am a Fee Only financial advisor. I am paid for the service I provide to you, much the same as you pay your dentist or your accountant.
Fee only financial advice establishes payment based on the time required to perform the task or fixed fee, rather than payment from the employer of the investment advisor or direct or indirect payment from the recipient of the investment. In simple terms, the success of my business depends on your satisfaction. There is no economic incentive for me to do anything other than prepare the best investment program for you at the least cost I find.
No one can guarantee the success of an investment plan, but some facts are clear – the earlier you start investing, the better chance you have for financial security. The lower your fees, the more you have to invest, and the more independent your financial advisor is, the greater the chance you’ll be invested in what is good for you.
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