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Financial Advisor Fees
It’s not easy being a financial advisor who charges fee only. We’re a rare breed. Financial advisors are paid in a variety of ways. The most common way is through commissions unfortunately. Getting...
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Find a CFP – A Book Isn't Enough!
Find a CFP for your Financial Planning needs, a book isn’t enough Periodically I invite other NAPFA members (The National Association of Personal Financial Advisors) to guest write for me here at...
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Are Investment Fees Tax Deductible?
Are My Investment Fees Tax Deductible? It always helps to reduce your tax burden as much as possible. Fortunately the IRS does allow investors to deduct some of the investment management fees they pay....
View ArticleNAPFA Financial Advisor Interview Questionnaire
Here’s a link to the best financial advisor interview tool I’ve ever seen – the NAPFA financial advisor interview questionnaire. We’ve taken the liberty of completing the questionnaire so you can...
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