DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

financial decisions

Fee-Only Compensation Aligns the Interests of Clients and their Financial Advisors

Several important considerations favor using fee-only financial advisors over advisors and investment counselors who accept third party commissions and other payments. Fee-only payment arrangements with advisors allow clients to: 1) maintain trust and reduce unethical behavior, 2) separate financial decisions from purchases, and 3) obtain lower cost financial products. Percent of asset fees align client […]

The Kind of Financial Advisor You Need

The kind of financial advisor you need – A Tip from The Skilled Investor Good or bad, financial advisors are expensive. If you need a financial advisor’s help and you carefully select a good financial advisor, the value of the personal finance and investment advice that you receive might easily repay the advisor cost. However, […]

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