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Publications, Insights & News

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What Is Flat Fee Advising and Why It Matters

In the financial planning world, there are so many unknowns. But one thing that should be known is the price you as the customer pay for the services you get. With us there isn’t a veil or an estimate, it is concrete and understandable. Our pricing provides clarity, transparency, and immense value. The type of practice I run and am passionate about is one that is flat-fee based.

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Tips For Teachers: How To Prioritize Your Finances This Summer

Teachers look at summer through a different lens. While relaxing can be an important component, for many, it’s not the norm. Between second jobs, preparation requirements, and family obligations, teachers don’t have much time for themselves in the summer months. But one thing that you can do for yourself is to maintain control of your finances.

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Teachers and Their Pension: Part Two

The truth is, it’s important to know how your pension fits into your comprehensive plan before you choose a pension election option. From having a solid grasp of where your retirement income is coming from, to understanding the emotional pros and cons of each pension election option, there’s a lot to consider here. Let’s walk through how you can start to decide which pension election option is right for you.

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You Deserve It, But Have You Earned It?

As a financial advisor, there are times when I’m tasked with delivering a hard truth, and this concept happens to be one of them. This article might ruffle a few feathers, but recently I was struck with this concept after listening to my very responsible 10-year-old daughter proclaim, “Dad, I deserve a tablet.”

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