The beginning of the year is one of my favorite times of the year. It is a time for reflecting on the past year and thinking of goals for the next year. As you are contemplating potential financial goals for the year, I thought I’d share some things I’ve learned when it comes to money. […]
The Financial Yes Man/Woman Dilemma
While experts have long counseled against using financial planners who push products and receive commissions (given their incentive to simply sell products which may or may not be in your best interest), it turns out there is another risk that afflicts advisors of all kinds – including fee-only advisors (such as myself). A Harvard professor […]