Beyond Fee-Only: 7 Things to Know About the Advice-Only Model
There are many ways to get good financial advice at a fair price. The "advice only" model is another to consider.
There are many ways to get good financial advice at a fair price. The "advice only" model is another to consider.
Some bloggers think an AUM model is just as bad as a commissioned model for financial advice. I'm not one of them, but you do need to ensure you are getting good advice at a fair price.
Go ahead and get good financial advice -- just don't overpay for it. Due diligence is quick, easy, and likely well worth paying for at a fair price.
An interview with financial educator, Michael Kitces discussing the financial advising industry -- advisory fees, fiduciary duties, raising the bar, and more!
When seeking financial advice, you want to ensure you are getting good advice at a fair price. Here are eight ways to make sure you are getting that.
It's critical for an investor to examine five major categories of investment-related costs and reduce them wherever possible for maximum returns.
Fallen prey to the tricks of a financial salesman? Here's how to fix the mistakes these "advisors" have left you with and get your finances back on track.
This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.
If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Also talking foreign retirement, benefits & job hunting, Repaye vs Paye for PSLF and lots more!
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice,REITs, and more!
Do the math to ensure you are getting the best financial advice at a fair price.
Think your advisor has your best interest in mind? Brokerages, insurance companies, and banks are often looking out for themselves first and the client last. Here are 5 reasons to choose a fee-only advisor over the "other guys".
Interview with Sarah Catherine Gutierrez founder of Aptus Financial. We discuss mistakes doc's make with their financial plan (even the DIY guys), differences in how advisors get paid and conflicts of interest with each, the future of financial advising, and lots more!
SoFi offers an interesting combination of roboadvisor style asset management and by-phone CFP advice. But the really interesting thing is they are doing it for free.
Is the advice you are getting from most financial advisors worth it? Probably not. Here are 6 recommendations for making "real" improvements to your financial situation.
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