As fee-only financial planners, the overriding concern we hear from people approaching retirement is “will I have enough to live on?” Followed closely by “how can you make my money grow, without exposing it to a lot of risk?” After the dramatic economic downturn in 2008, even the most confident investors can become a bit skittish when they think about relying on their investments for the next 20 or 30 years.
Topics: Retirement Planning
Safeguarding the future of your loved ones is one of the most important parts of what effective Financial Planning is all about. Unfortunately, however, when you don't have a financial advisor who is on your side, chances are that your heirs and beneficiaries will receive only part of your estate. This is because the rest will go towards taxes and administrative costs that can center around commissions or other charges calculated as a percentage of your total assets. True fee-only Financial Advisors don't accept commissions or compensation based on product sales or other related costs. This means you get more comprehensive advice because they don't have to choose between what's best for you or what's best for them. Why is this so important in helping you minimize estate shrinkage and allowing you to achieve your lifetime personal goals?
Topics: Financial Planning
Building wealth requires financial expertise, business acumen and market savvy, which is why working with trained professionals is key for portfolio growth. The value of using an experienced team of financial advisors is clear, by examining the skills they bring to the table.
Topics: Fee-Only Financial Planning
(Via Forefield
Topics: Fiduciary, wealth, millenial, budget, Fee-Only Financial Planning
(via Forefield)
Topics: student loans, wealth, millenial, budgeting
Topics: Investments, Economy, World Events, Fee-Only Financial Planning
