Financial Geekery

February 21, 2012

To cut to the chase: being a lover of systems and automation, I’ve created a monthly e-newsletter with practical, straightforward reminders and tips to help you stay on top of your personal finances. I’ll talk about checking your credit report, updating your budget,  p...

February 8, 2012

So now you know all about the difference between and RIA and a CFP (and that you should choose an advisor who is one if not both of the above) thanks to last week’s post. But almost as important as their certification level is how exactly they get paid. Yes, both RIA’s...

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