Tag: Financial Advisor

Independent Financial Advisors Versus Tied Agents- Which One Is Right for Me?

Independent Financial Advisors Versus Tied Agents- Which One Is Right for Me?

A question I’d like you to play with is, “how much do I trust my financial advisor?”.   Is the trust enough for you to give them total responsibility on the handlings of a lifetime’s worth of wealth?   If you’ve been having doubts about this, that’s great. Always question everything. If not, then you definitely should be. One of the critical distinguishing factors that determine an…

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Have You Been Audited Recently?

Have You Been Audited Recently?

Hearing a statement like this may scare most people. No, I’m not referring to being audited by tax authorities. You don’t have to pay fines or dues- at least not in the traditional sense. But what you don’t know can hurt you.  What am I referring to? When I talk about having been audited lately, I’m referring to how the average man, people like you and me, goes about fulfilling our financial needs. How…

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