Financial Geekery

August 5, 2018

Once you've narrowed the field to fee-only CFP® professionals with services, location, and fee structure you're happy with, it's time for interviews. What questions do you ask? How do you know what a good answer looks like? Below are a set of questions that...

July 15, 2018

As I've mentioned earlier, there are several types of financial advisors in the world, only some of whom really focus on creating a holistic financial plan. But even financial planners can differ not only in terms of what they offer (do they cover insurance? estate...

July 9, 2018

Let's face it: the financial services industry hasn't exactly been a beacon of transparency when it comes to the fees you pay. That's slowly changing, but in the meantime, let's arm you with knowledge: what fees are out there, and what should you expect...

July 2, 2018

I'm going to assume that you're in agreement that a "fee-only financial planner and investment advisor" is the way to go; otherwise, this article isn't going to be terribly helpful!  Having said that, there are a few more decisions you're goi...

June 18, 2018

John Oliver's bit on financial advisors is an excellent (and hysterical) segment, and he hits the nail on the head: the term "financial advisor" is so ill-defined as to be meaningless. If someone calls themself a "financial advisor", that actual...

Please reload

Recent Posts


RSS Feed

November 22, 2019

Please reload


Please reload