Fiduciary

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  • Nov 2 2020
    Are you fed up with your annuity?

    Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?

  • Aug 3 2020
    What should I look for in a Financial Advisor?

    The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...

  • Dec 18 2018
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    What to Look For In a Financial Advisor

    Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!

  • Nov 1 2018
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    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.

  • Oct 10 2018
    stack of will and ira papers
    Where’s the Beneficiary Form…?

    Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.

  • Sep 19 2018
    commissioned salesmen
    Another Example of Why Suitability Fails to Protect Clients

    Another reason why commissioned salesmen fail to protect their clients. Read this case study to protect you and your financial future.

  • Aug 23 2018
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    Do You Really Know What You Are Paying Your Advisor?

    There is a big difference between "price" and "cost." Read how "cheap fees" are not the only way your advisor can make money off of you.

  • Aug 21 2018
    two clients sitting with and talking about finances with their advisor
    Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable Salesperson

    Wondering if a trusted fiduciary advisor is better than a suitable salesperson? Follow this simple checklist to decide for yourself.

  • Aug 20 2018
    a clicent asking her advisor some questions
    How to Know If Your Financial Advisor Is a Real Fiduciary? 10 Questions

    Here are 10 questions to ask your fiancial advisor to find out if they are a real fiduciary. Read to find out the "good" and the "bad" answers.