James Brewer
Some people are shocked when they hear what my financial advisor fee is. Some of those people have 401(k) accounts or IRAs where they pay commissions. However, they donโt know what share class means nor do they have an idea of how much they actually pay in commissions. Some people have paid investment professionals investment…
Everyone who calls themselves a financial planner is not legitimate. A Financial Planning Services Board study found that just 22 percent of consumers feel strongly confident that they will achieve their financial goals, with only 17 percent believing strongly in their financial know-how, and 19 percent feel they are successful at sticking to their financial…
Does the term financial life plan make you think of a blueprint for how to reach your life goals? Some categorize goals in terms of needs, wants, and wishes. I prefer to use the word dream rather than wish. For me, the word dream paints my wishes in full color and in 3 dimensions. Financial…
Some people are shocked when they hear my transparent, financial advisory fee. Some of those people have 401(k) accounts or IRAs where they pay commissions. However, they donโt know what share class means nor have an idea how much they pay in commissions. Some have investment professionals who charge investment advisory fees. I have not…
James Brewer
Some so-called financial advisors refer to themselves as financial doctors. We expect much from our doctors. Many doctors are awesome. I credit my kids to myย own fortunate second opinion. Hopefully you will benefit. Financial Advisor- Solutions before advice1 You go to the doctor’s office with a stomachache. The doctor says that he has come across…
James Brewer
Many retirement do-it-yourselfers (DIY) are unaware that they might be better off hiring a retirement planning professional like a Chartered Retirement Planning Counselor SM. Retirement planning has evolved over the years. My father and mother have enjoyed a lifetime of company pensions. With a stream of lifetime income plus Social Security at the core of…
James Brewer
In March 2009, Bernie Madoff pled guilty to running a massive Ponzi scheme while billing himself as an investment advisor to his clients. The story is full of lessons for anyone looking for a financial advisor. These questions can help you spot red flags. Do you know your advisors credentials? It’s clear that anyone who…
401k AssetMap Behavioral finance college planning Estate Planning Financial Advisor Financial goals Financial planner Financial planning financial wellness Investing Retirement Retirement planner Tax wealth management
Copyright © 2023 Theme Canary | Paxxer by Theme Canary