Never mind the New Year's resolution to lose weight. It didn’t work last year, and it’s considered the world's worst and least kept resolution of all time. If you’re making a list of things you’d like to improve in 2021, other than the fact that you’d like to be able to visit family, friends or be in public without a face covering, consider resolving to change your financial … [Read more...]
3 Reasons to Refuse Your Financial Advisor’s Discount
Discounted advisors are like cheap clothes, they look good in the store and then they fall apart after one wash aka a market crash. Years ago, I sat across from a then retired financial advisor who was questioning the fact that I never discount the price of what I do for clients. I asked him why he did discount the advisory fee. He said that it was more competitive. But … [Read more...]