The Pros and Cons of Renting Versus Buying a Home
The pros and cons of buying versus renting a home considering the recent increase in mortgage rates.
The Pros and Cons of Renting Versus Buying a Home Read More »
The pros and cons of buying versus renting a home considering the recent increase in mortgage rates.
The Pros and Cons of Renting Versus Buying a Home Read More »
On December 23, while most of us were beginning to celebrate the holidays the president signed a massive $1.7 Trillion Omnibus bill to fund the government. Tucked away in this 4,000 page bill were significant changes that will impact retirement savers known as Secure Act 2.0. While there were many changes in the new law
Roth IRA Strategies After SECURE Act 2.0 Read More »
This is an ongoing series exploring the various financial advice fee models. In part one, I looked at the overall fee and commission landscape and discussed the incentives inherent in the commission only model. In this post I will be discussing the fee only model, specifically fees based on a percentage of the assets being
Financial Advice Fee Models Part 2: AUM Fees Read More »
“Show me the incentive and I will show you the outcome.” Charlie Munger When seeking financial planning and investment advice it is important to understand how much you are paying for the advice. This is a key question I recommend asking your Advisor up front (before you start working together) and should include a breakdown
Financial Advice Fee Models Part 1: Commissions Read More »