9 Benefits of a Fee-Only Financial Advisor (And Why It Matters for Your Financial Plan)
May 12, 2026
A fee-only financial advisor is paid directly by clients, not through commissions from financial products. That structure limits conflicts of…
May 12, 2026
A fee-only financial advisor is paid directly by clients, not through commissions from financial products. That structure limits conflicts of…
May 8, 2026
Did you know there are two different legal standards that govern financial advice? Fiduciary and suitability. These standards affect how…
January 17, 2026
In some company 401k plans, I can choose how my employee contributions are taxed: At first glance it feels like…
January 10, 2026
If I have an old school pension, I usually face a big retirement question. Do I take the lump sum,…
July 14, 2017
Why aren’t the wealthiest people in the world on a permanent vacation? Why aren’t they spending their time perpetually…
July 7, 2017
Not gravity. Not friction. Not anything else. Albert Einstein famously called “the power of compound interest” the most powerful…
June 30, 2017
*Funny note: As a finished up writing this, an article called How “Lifestyle Advisors” Can Succeed popped into my…
June 23, 2017
Our world is full of contradictory advice. Ask Google about it. You get what you pay for. The best things…
April 11, 2017
“Time is money says the proverb, but turn it around and you get a precious truth, money is time.” …
December 15, 2016
PERSONAL FINANCIAL PLANNING IS NOT TAUGHT IN TRADITIONAL SCHOOLING. Would you believe you can go through all twelve grades, through…