Financial Planning

Fee-Only Financial Planners are Fiduciaries

In the fiduciary model, the financial advisor is legally obligated to act in the client’s best interest. This legal obligation…

11 years ago

A Primer on Private Equity

You may already be invested in private equity; large pension plans are very keen on private equity investments. If you…

11 years ago

Fee-Only Financial Planning

Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for…

11 years ago

How Do I Avoid the Risk of Stocks?

For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps…

11 years ago

Do I Need Long-Term Care Insurance?

Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance…

11 years ago

What to Look for in a Disability Policy, Part II

"You want to be confident that they will still be in business when, and if, you need to file a…

11 years ago

What is a Stretch IRA?

A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…

11 years ago

What to Look For in a Disability Policy, Part I

The Social Security Administrations reports: ...over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67.…

11 years ago

Three Distribution Options for Pensioners Explained

If you’re one of the few lucky Americans that has a pension, you may have a deliberation in front of…

11 years ago

The Three Boxes

It is important to understand your cash flow; you want to know where your money is going. For the purposes…

11 years ago