Your Home and the Stock Market
October 10, 2016
Imagine backing out of your driveway each morning. As you back up, you look above your garage door. Above…
Financial Planning Blog & Insights
Explore articles and insights on financial planning, retirement, investing, and wealth management from the team at Fidelis Financial Planning.
The Lottery: Get Rich, Right?
October 7, 2016
It sounds a simple concept. Give people hope of instant riches. Someone will win. Those that don’t can feel good.…
Dangers of “Do-It-Yourself” Financial Planning
October 5, 2016
“Lessons in life will be repeated until they are learned.” Frank Sonnenberg We face many forks in the road.…
Why Does the Financial Planning Profession Seem so Screwed Up?
September 9, 2016
“Without a struggle, there can be no progress.” -Frederick Douglass Does the financial planning profession have its act together?…
Run Fast (Screaming) from These Three Financial Advisor Promises
September 7, 2016
“Guy puts a fancy guarantee on a box ‘cause he wants you to feel all warm and toasty inside.” -Tommy…
Meetings: What’s in it for the Client?
September 2, 2016
“Successful people are always looking for opportunities to help others. Unsuccessful people are always asking, what’s in it for me?”…
Goal Achievement is NOT the Most Important Part
August 30, 2016
“Arriving at one goal is the starting point to another.” -John Dewey Let’s get this out there. Goals are…
Myth: Only “Rich People” Need Financial Planners
August 26, 2016
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon…
Financial Planning Fees: An Analogy
August 23, 2016
“One good analogy is worth three hours discussion.” -Dudley Field Malone We need to purchase a refrigerator. When we…
The Best Ways to Pay for Financial Planning Service to Build Wealth
August 16, 2016
“Pricing is actually a pretty simple and straightforward thing. Customers will not pay literally a penny more than the true…