Providing Confidence & Clarity For Your Retirement

Financial Planning

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Understanding Your Investments & Their Fees

Rule 1A in investing is “Know what you hold, and know why you hold it”. Many investors will admit to not fully understanding what’s in their investment accounts, or how much they’re paying in fees. To their credit, it’s not always straightforward. It is, however, crucially important not only to understand how much it’s costing …

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Financial Products Vs. Financial Planning

For decades the financial advice industry has been dominated by advisors selling products for a commission. Even today most financial advisors are partially or fully compensated through product-based commissions. Meaning they get paid more when they sell more. When it comes to a commission-based compensation structure, we can very quickly see how the interests of …

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