What is a Fiduciary?
post

Fiduciary is a legal term that unfortunately has multiple definitions depending on whom you are applying the term to. The most basic definition for a fiduciary is one who puts the needs of the client before their own needs. Many … Read More

The Many Costs of Investing
post

I recently ran across an article (this one from Forbes) about some of the pitfalls of putting gold or silver coins into an IRA. The main thing that caught my attention was that the qualified custodians who set up a … Read More

What does it mean to be a Fee-Only Planner?
post

“Fee-Only” in its purest sense means just that: the financial advisor is ONLY paid by fees paid by the client. Some advisors out there market themselves as fee-only, yet receive other payment for their services, usually indirectly. But even within … Read More

What is Financial Planning?
post

Since I have spent my entire adult life in the financial planning industry, I often forget that many people do not have a clear picture of what financial planning truly is. Why? Because the definition of true “financial planning” is … Read More

Adulting Through the Decades
post

In February, our family celebrates six birthdays between the ten adults in our family, spanning 4 decades. So with that on my mind, I created these financial to-do lists organized by the decade to help build your financial future, no … Read More

1 2 3 4 5 6 7