Archive | August, 2013

Financial Priorities: Working With a Financial Professional

Establishing and pursuing a long-term investment program requires time, skill, discipline, and confidence — a combination that many individuals may lack. In fact, Standard & Poor’s research shows that most retirement plan participants are “reluctant” to take on the responsibility of planning and implementing their own investment programs. If you find yourself in this situation, […]

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Looking Ahead: Looking Good with a Fee-Only Financial Planner

There are three types of financial planners today—fee-based, commission-based, and fee-only. All of these planners advise customers on asset management and determine investment methods for their customers’ money, but not all of them are actually interested in giving advice that works best for each individual customer. Every stockbroker, asset manager, and financial planner joined their […]

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