Is it Time to Negotiate With Your Financial Advisor?
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
As your portfolio increases in value, are you being charged higher fees by your financial advisor? Renegotiate to get the fairest price for their advice.
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!
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!
Rabid DIYers think advisors can't add any value. Some advisors think everybody needs one. The truth lies somewhere in the middle.
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.
A second opinion is perhaps the most underutilized financial planning technique among high-income professionals. There is little downside and all kinds of upsides.
Dave Denniston guest posts about financial advisors, how they can both shorten and lengthen your retirement.
When choosing a financial advisor, you need to review the Form ADV. In this post, Johanna Turner explains where to find it how and how to read it.
Financial advice is expensive stuff. But if you're not going to learn enough to do this well on your own, you'll be better off paying someone to give you good advice at a fair price.
When hiring a financial advisor, make sure you are getting good advice at a fair price. If you already have a financial advisor, make sure you are still getting good advice at a fair price. Far too many doctors overpay, and there is no price too low for bad advice.
Financial advisors cost a lot of money. Learning to be your own advisor may save you time, money, and hassle. Those who spend more time thinking about saving money, investing well, and becoming financially independent are far more likely to actually do it than those who only think about these subjects twice a year.
Financial planners like to charge a fee based on your assets under management, with 1% being a fairly standard rate. Unfortunately that can add up to a ton of money.
My September column at Physician’s Money Digest was all about finding a good financial advisor. I am often accused of being “anti-financial advisors.” That’s not true in the least. I recognize that th...
I attended the local residents' night seminar put on here at the local medical school. I ran into a friend from my med school class who was in charge of part of it so it was just like the good old da...
I haven't written about financial advisers for months, so I guess it's probably time to do it again. Many people think I hate financial advisers. That's not true. There are many very nice people gi...