Advisors claim to be fiduciaries, but do their fee schedules match that claim?
The Wealth Management Commission (a.k.a. Fee)
Author: Jamie
‘Tis the (Tax Savings) Season
Most Americans have to work nearly 4 months each year just to pay their tax bill. Let's discuss how we can shorten that timeframe.
It’s for Your Death – Not Your Life
Buying the proper type of life insurance is a simple decision.
The Five-Point Financial Plan
Here are 5 actionable ideas you can implement to help secure your financial future.
Portfolio Thoughts
Here is something to consider if you are concerned about the stock market.
A Visual (and Simple) Guide to Credit
Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.
Easy Money – It’s that Simple
The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!
Planned Giving Strategy Update
(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update
