Confessions of a Financial Planning Junkie
Vanguard recently published a paper suggesting a good financial advisor can add up to 3.0% of additional rates of return, net per year, to a client’s account. That’s 3.0% more than what someone might do on their own. This is Vanguard…. The company that built its empire on low cost mutual fund …
[Read more...] about 7 Strategies that Can Add Value to Your Investments
I feel like Social Security has a bad rep… Depending on whom you listen to, it is quite possible that Social Security is going to run out of money soon, leaving every retiree without the income on which they have come to depend. Other, less dramatic voices are concerned the government is going …
People ask me all the time what my financial planning clients look like. What I am actually being asking is this: “How much money do I need to invest with you to become a client?” There is no perfect answer to that. I have clients who are just getting started and clients who are successful …
[Read more...] about What Makes a Great Financial Planning Client
